The Week That Was in ASEAN@Smartkarma - Grab Deep Dive, Philippines REITs, and Indonesia Convergence
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
300 Views
Grab - Deep Dive Reveals the Mist Is Lifting
Grab recently announced its 1Q2021 and help an inaugural analyst meeting to present the results and provide an update. We also talked separately...
726 Views
Coupang Lock-Up Expiry - Failed to Meet Multiple Lock-Up Exits; Now Hitting the US$7bn Expiry
Coupang was listed on 11th Mar 2021 when it raised around US$4.5bn via selling a mix of primary and secondary shares in its US IPO. In this note,...
698 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Retail, Digital Surge, and Grab's Results
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
311 Views
The Week That Was in ASEAN@Smartkarma - Online Groceries, BCA's Consumers, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
251 Views