CrossASEAN Digital - Online Groceries Are All the Rage
Online groceries are all the rage in South East Asia as consumers change their consumption habits but are still at an early stage with many years...
585 Views
Sumber Alfaria Trijaya (AMRT IJ) - Back to Expansion Mode
Sumber Alfaria Trijaya Tbk Pt (AMRT IJ) remains a leading player in Indonesian retail through its minimarkets with plans to accelerate store...
672 Views
Grab (GRAB US) - After the Storm
Grab (GRAB US) looks to be on the cusp of a recovery in its mobility business with increasing scope and value-added in both online groceries and...
789 Views
The Week That Was in ASEAN@Smartkarma - United Tractors, Grab's Listing, and GoTo IPO
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
388 Views
Alibaba (BABA US) Investor Day Takeaways - The SEA Blue Sky
Alibaba announced plans to focus on SEA e-commerce amid growth concerns. We examine a blue sky scenario for the planned expansion and associated...
531 Views