J&T Global Express Pre-IPO - The Positives - Growing Fast, Expanding Geographically
J&T Global Express won listing approval yesterday. The company is due to file its updated PHIP and will begin marketing in the coming week.
855 Views
J&T Global Express Pre-IPO - The Negatives - Adjusted Sales Growth Was Negative
J&T Global Express won listing approval yesterday. The company is due to file its updated PHIP and will begin marketing in the coming week.
880 Views
Sea Ltd (SE US) - Glass Half Full Again?
Sea Ltd through Shopee will be the biggest beneficiary from TikTok Shop's demise in Indonesia as it will require less promotional spending, with...
691 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
568 Views
GoTo Gojek Tokopedia - Positive EBITDA to Sustain GOTO Growth Mode
We see a pathway for GOTO to deliver positive EBITDA towards the end of 2023, given foreseen recovery in GTV in 3Q23 that shall offer momentum in...
619 Views