Indonesian Retail - The War of the Worlds Has Begun - Alibaba to Invest in Tokopedia (Part 1)
The War of the Worlds has begun for Indonesian retailThe changing retail landscape in Indonesia is about to undergo what might to an irreversible...
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JD.com: Rich Valuations on Razor-Thin Margins & Negative ROIC
JD.com's share price rose >20% after reporting a profitable 1Q17. Although the second-largest e-commerce player in China has big ambitions, it...
535 Views
SCMA - In Touch with the Modern World - On the Ground in J-Town
A company visit to SCMA in Jakarta revealed that 2Q17 has seen a marked pick up in overall ad spend, with the fastest quarterly growth since 2012....
340 Views
The Week That Was in NorthAsia@Smartkarma: The "Einhorn Bet", Celltrion Healthcare, & 7,530 Won
There were 26 insights related to Japan and Korea at Smartkarma in the past week. As usual, Travis Lundy, Mio Kao, and Sanghyun Park provided some...
280 Views
SoftBank - Cut Through the Noise and Focus on What Drives Its Value
Discount to NAV at -2x standard deviation, level looks good for SoftbankOver the past few months, Softbank Group Corp (9984 JP) 's discount to NAV...
386 Views