Blibli IPO: The Bull Case
The key elements of the bull case rest on a large and growing addressable market, strong ecosystem, high order values, rising cohort spending and...
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The Week That Was in ASEAN@Smartkarma - TAC, Sea Ltd, and SCG Packaging
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
312 Views
Sea Ltd – No Bringing Back to Life For Free Fire, Shopee’s Top Line Growth Could Disappear
Garena has introduced nine major updates to “Free Fire” since June last-year but none of them has managed to turn around the game’s declining trend...
706 Views
Bank Negara Indonesia (BBNI IJ) - More Than Meets the Eye
Bank Negara Indonesia (BBNI IJ) remains the laggard amongst the top four Indonesian banks but we see this as unjustified given improving returns...
554 Views
Tencent Increases Its Investment in Medical and Healthcare
While all eyes are on possible stake sale of its investments, Tencent is quietly investing on medical and healthcare fields, should help minimise...
524 Views