Mitra Adiperkasa (MAPI IJ) - Unifying with the Digital World
MAPI continues to be our preferred proxy for the Indonesian retail recovery in Indonesia for next year, having successfully harnessed its online...
591 Views
IQiyi Placement - An Ex-Growth Netflix - Needs a Deep Deep Discount
iQiyi aims to raise around US$1.7bn from a CB and primary follow-on offering. The ADS offering is expected to raise around US$900m, with the...
379 Views
Sea Ltd Placement: Draining the Cash-Cow in Search of E-Commerce and Fintech Growth
Sea Ltd is letting the cash cow run dry, hoping e-commerce and Digital Financial Services segments will come through before the cash cow fall. We...
407 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
319 Views
Erajaya Swasembada (ERAA IJ) - Feeding the Digital Economy
Leading handset retailer and distributor Erajaya remains a ket proxy to the explosive growth in smartphones in Indonesia, enabling the equally...
325 Views