The Week That Was in ASEAN@Smartkarma - Astra Intl, IHH Healthcare, and Top Picks in the Philippines
The past week saw insights on Astra International (ASII IJ), Mphb Capital (MPHB MK), IHH Healthcare (IHH MK), Thai Union Group (TU TB), and PTT E&P...
448 Views
Return of the King, or The Changing of the Guard: How Should We Think About Lazada
It has been a challenging couple of years for Lazada, Alibaba’s e-commerce platform in Southeast Asia. After entering – and arguably helping...
30 Views
Japan and Europe Holding Below Resistance; MSCI ACWI, ACWI Ex-US, EAFE (Local Curr) Below Resistance
Japan and Europe Holding Below Resistance; MSCI ACWI, ACWI ex-US, and EAFE (local currency) Also Below Resistance Though Testing Now; $EEM breakout...
475 Views
[Blue Lotus Daily-TMT Update]:JD US/1810 HK/BABA/BILI/PDD/1519HK/ZTO /SE/700HK/BIDU/20HK/3690HK
​NRDC reports successful "old-for-new" trade-in results, Bilibili's sees strong gross billings post update, PDD lowers minimum withdrawal...
352 Views
CrossASEAN Ground Zero - Shopee & YouTube, MR DIY Rollingout, GOTO, and AI & Micro Lending
This week we look at Shopee's tie-up with YouTube on e-commerce in Indonesia, MR DIY's next plan to list in Indonesia, and GoTo helping to drive...
446 Views