The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
302 Views
Match 1Q21 Earnings: Looking for an Opening
Match's EV/EBITDA is lower today (36x) then it was 6 months ago (42x) and we are 6 months closer to not just a normalization, but likely massive...
408 Views
Amazon 1Q21: The Fastest Growing Business in the World
Amazon’s businesses are booming. Retail is on a $400B runrate growing 45%. AWS $54B, growing 32%, Advertising $25B, growing 73%. We think the...
617 Views
Coursera: Back to School
Coursera, an online education platform will see its business model decelerate faster than expected. Downside risks around regulation and...
480 Views
High Conviction Ideas 2021 Update: Travel Bubble, Taxi
Zig, adding more destinations in a single journey, cooperation with Lazada are some initiatives that ComfortDelgro's management has initiated in a...
373 Views