Sea Ltd (SE US) - Turning Tides Present a Different Wave
Sea Ltd's 2Q2022 results were impressive on a number of levels, with profitability in its core e-commerce business improving considerably in core...
544 Views
GoTo (GOTO IJ) - Let the Synergistic Journey Begin
GoTo is a unique proxy to the Indonesian digital economy covering more verticals than any other player, with huge potential for ongoing synergies...
619 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Take Rates, Indonesia's Digital Banks, and PTTEP
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
419 Views
Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
4.1k Views
Bank Jago (ARTO IJ) - Look to the Horizon
Bank Jago's future is all about its ecosystem and it has only started to scratch the surface of potential synergies but investors need to look to...
466 Views