Lippo Mall REIT: Downside Priced-In
Since the announcement of the 10% service charge withholding tax, Lippo Malls Indonesia Retail Trust (LMRT SP) has come off 15.8% in 10 days which...
752 Views
Grab, Go-Jek, Garena(SEA), Who Will Be the Payment Goliath of Southeast Asia? - Part 2
In Part 1 of this series, I compared the user numbers, investors and strategies of Grab, Go-Jek, and Garena(renamed to SEA), specifically focusing...
655 Views
The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
369 Views
Southeast Asia's Ride-Hailing Market: Goodbye Uber, Welcome Go-Jek, Blue Bird, and Ryde?
Go-Jek News reports this morning indicate that Indonesian ride-hailing operator Go-Jek has plans to enter Singapore, the Philippines, Thailand, and...
305 Views
Bluebird: Go Online!
I had a meeting earlier this week with Blue Bird Tbk Pt (BIRD IJ)'s management, trying to find out how tough are things for them given the recent...
324 Views