Coupang Pre-IPO - Earnings Forecast and Valuation
Coupang, the largest product e-commerce player in Korea, aims to raise around US$3bn in its US listing. The company has earlier obtained...
485 Views
Sea Ltd (SE US) - Extending the Runway for a Bigger Plane?
Sea Ltd (SE US) remains the listed key proxy for the explosive growth in e-commerce in South East Asia, fuelled by growing revenues from its gaming...
531 Views
Coupang IPO: Not Worth Subscribing at Rumoured 50.0bn Valuation
Coupang’s active user count is just 7.5%, 3.4%, 2.0% and 2.0% of Shopee’s JD.com’s, Pinduoduo’s, and Alibaba’s respectively. However, Coupang’s...
499 Views
The Week That Was in ASEAN@Smartkarma - Banks, Beers, and Mergers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
287 Views
Kalbe Farma (KLBF IJ) - Vaccinated for Future Growth
Kalbe, Indonesia's and SE Asia's largest pharma company, has seen some slow down in prescription drug sales due to the pandemic but this has been...
375 Views