The road to $650bn: What to expect from Southeast Asia e-commerce towards 2035
Before the era of daily flash sales and gamified shopping, there was 2015. That was the year Shopee entered the market and set off a shift that...
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Bukalapak.com PT Tbk (BUKA IJ): Synthetic Expert Call Transcript (20 Jul 2026)
Mitra Bukalapak’s pivot away from physical FMCG distribution to digital and financial services is an operational necessity driven by structural...
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CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
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Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
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Bukalapak (BUKA IJ) - Changes Afoot?
Bukalapak remains a differentiated player in Indonesian e-commerce with a focus on serving MSMEs through its marketplace and increasing take rates...
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