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...
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Elang Mahkota Teknologi: The Most Diversified Online Group Plus Local Unicorn Play
Conference call with Elang Mahkota Teknologi Tbk (EMTK IJ) reveals its ambition to be the most diversified online player in the country. We...
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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...
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Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
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Bilibili IPO Review - A Vibrant Community but Longer Track Record Is Needed
Bilibili Inc (BILI US) is raising approximately US$443m in its upcoming IPO. Proceeds raised will mainly be used for research and development of...
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