Didi Global Q224 Results: EBITA Margin Up | OpCF Still Strong | But Growth Slowed Noticeably
In this insight we review Q224 financial and operating performance of China's largest ridehailing firm, Didi Global. Despite slower top-line...
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Technology: E-Commerce Players Raise Commissions
Shopee, TTS/Tokped, and Lazada are raising seller fees by 105-154/65/ 154bps in Sep24, with new rates expected to enhance market dynamics.
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GOTO IJ - Diversified Growth Drivers to Unlock Potentials for Further Expansion in Margins
We expect GOTO to leverage its cost-revamped ODS for user growth with cross-sell opportunities, leading to potential EBITDA expansion.
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The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, BFIN, Prodia, and Shakey's Pizza
The past week saw insights on Bank Rakyat Indonesia, Prodia (PRDA IJ), BFI Finance Indonesia (BFIN IJ), Bumrungrad Hospital (BH TB), and Shakey's...
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BFI Finance Indonesia (BFIN IJ) - On the Cusp of a Turn
BFIN maintains solid funding from banks at a lower cost than its peers and it is expected to start to move to higher-yielding assets in 2H2024....
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