Alibaba HK Listing: Do the Fundamentals Stack Up?
Alibaba Group Holding (BABA US) is planning a secondary listing in Hong Kong to raise 10-15bn USD with the company (Source: Reuters). In this note,...
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Google-Fitbit Deal to Face Significant Antitrust Scrutiny
Following a month of market speculation, Fitbit Inc A (FIT US) and Alphabet Inc Cl C (GOOG US) announced on November 1st that they had reached a...
752 Views
The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
585 Views
Integra Indocabinet Tbk PT (WOOD IJ) - Flatpack Wonder - On the Ground in J-Town
It is a good feeling to discover an Indonesian company, which is an industry leader with a strong brand, has a high-quality customer base, a...
622 Views
Japan's E-Commerce Sector Increases Retail Share in 2018-19
As expected, e-commerce continues to grow strongly in Japan even if penetration rates are lower than the US and China. Already close to 40% of all...
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