Bukalapak (BUKA IJ) - Specialty Hits Home
Bukalapak 1Q2023 results booked encouragingly strong headline growth coupled with even stronger revenues as take rates increased, with its...
637 Views
GoTo (GOTO IJ) - Foundations Laid for Profitable Growth
GoTo 1Q2023 numbers were impressive with the group now contribution margin positive for all its divisions plus making good headway towards positive...
524 Views
Internet Retail: EM Funds Raise Overweights
The percentage of funds positioned overweight the Internet Retail sector hits record highs as Value funds enter the picture.
438 Views
China TMT Update(Apr.12)-BIDU/BABA/SE/PDD/SHEIN - More Companies Announce Large Language Models
BIDU：More companies announce/release large language model projects（-） BABA/SE: Brazil cancels tax exemption for cross-border ecommerce (-) PDD:...
391 Views
The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
459 Views