The Week That Was in ASEAN@Smartkarma - Bukalapak's Take Rates, Indonesia's Digital Banks, and PTTEP
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Smartkarma Originals
Groww Tearsheet - Simplifying Investments and Savings
India Unicorn Series: We profile India's Investment platform "Groww". Encouraging user feedback, growth in spite of tight marketing spends &...
539 Views
Amazon 2Q22: Delivering an Inflection Point
Amazon's revenue growth is beginning to reaccelerate. Its cost growth is decelerating. Advertising is the best house in a tough digital...
441 Views
Facebook 2Q22: Network Effects Are Yesterday’s News, AI Is the Future
Macro clouds and Reels monetization headwinds will dissipate in 2023, providing an excellent entry point post earnings at $160, which by our math...
447 Views
WCP IPO - Peer Comparison and Valuation - Needs a Price Cut Not a Timeline Extension
WCP aims to raise around US$690m via selling a mix of primary and secondary shares in its Korean IPO. In this note we talk about the refiling...
469 Views