The Week That Was in ASEAN@Smartkarma - AKRA's Smelting Up, Wintermar's Upside, and Ultrajaya
The past week saw insights on AKR Corporindo (AKRA IJ), Wintermar Offshore Marine (WINS IJ), Ultrajaya Milk (ULTJ IJ), and Delta Electronics...
509 Views
The Week That Was in ASEAN@Smartkarma - ACE to AZKO, Vinfast Going Direct, and The Keepers
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Vinfast (VFS US), Suntec REIT (SUN SP), Ginebra San Miguel (GSMI PM), and The...
500 Views
CrossASEAN Ground Zero - Let the Quest Begin
We look at the major themes and challenges for listed tech stocks in Southeast Asia including Sea Ltd, GoTo Gojek Tokopedia, Grab Holdings, Global...
709 Views
The Week That Was in ASEAN@Smartkarma - Erajaya's Strong Finish, Grab +ve, and Alfamart's On-Target
The past week saw insights on Erajaya Swasembada (ERAA IJ), Grab Holdings (GRAB US), GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT...
701 Views
Prospectus of Robotaxi Outside of China and US Is Bright for Chinese Supply Chains
US-China decoupling splits the biggest and the 2nd biggest ride hailing market, which raise the importance of non-US, non China markets. We see...
559 Views