The Week That Was in ASEAN@Smartkarma - BCA's Slower Expectations, BRI's Ultra Attractive, and ACES
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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SHEIN and Temu: Higher Tariffs Under 2nd Trump Admin an Additional Threat Beyond "De Minimis" Reform
Despite noise from the new US administration regarding additional tariffs on imported Chinese goods, the bigger threat to SHEIN and Temu remains...
690 Views
Full Truck Alliance Q324 Results: Great Numbers, But Limited Upside Here | BUY Closer to US$8
Full Truck Alliance's shares shot up 15% on November 20 after the company reported another set of impressive results. We still like the company but...
587 Views
The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
444 Views
Grab Holdings (GRAB US) - High-Value Products Take the Helm
Grab booked an impressive performance in 3Q2024, with strong evidence of its high-value products such as advance bookings gaining strong traction...
531 Views