[Blue Lotus Daily - TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK
Shopee and Lazada to increase commission rates in Indonesia. AliExpress to open logistics center in South Korea for faster delivery. Meituan...
433 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Loss, Grab's Balance, and Bangkok Dusit Medical.
The past week saw insights on Sea (SE US), Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), SCG Decor PCL (SCGD TB), and Amara...
584 Views
[Blue Lotus Daily - TMT Update]: BABA/ VIPS/PDD/JD/Meituan, 3690.HK/Tencent, 700.HK/SE
Social retail consumption data improved in October for BABA, VIPS, PDD, 3690.HK, and JD. Tencent increased ownership stake in a Wuxia Genre Gaming...
382 Views
Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery
We explore the prospects across different sectors in Indonesia with a positive view on banks, retail, consumer staples, property, and Astra...
1.4k Views
The Week That Was in ASEAN@Smartkarma - Filters, Barito Renewables, and Vertex Technology SPAC.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
750 Views