The Week that Was in ASEAN@Smartkama - Kalbe Spin-Off, SingTel's Deep Value, and Thailand's Gamers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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Ant Group IPO: CreditTech to Drive Medium-Term Growth and Margins
Our first look at Ant Financial (1051260D CH)’s financials reaffirms the thoughts that we had in our previous report, Ant Group: Early Thoughts on...
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China Internet Weekly (7Sep2020): BABA Re-Opened Freshippo Stores, India Banned Tencent’s Top Game
Alibaba (BABA) reopened the Freshippo store where an employee tested positive of coronavirus. Alibaba (BABA) will raise its stake in YTO (600233...
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A Price Vs. Volume Tradeoff? Not For Firms Offering Commodity-Like Chinese Express Services
Results varied Which approach worked? Market is rewa
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Increased Investment from Alibaba a Blessing for YTO Express? Revisit STO Express & Think Again...
Alibaba Group (BABA US) and YTO Express (600233 CH) announced the former will increase its stake in the latter, from around 10.5% to 22.5%. BABA...
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