Smartkarma Originals
Asian E-Wallets Plant Their Flags: An In-Depth Analysis of the Top-10 Players
Digital payments in Southeast Asia are expected to grow in the double-digit range per year, exceeding $1 trillion in gross transaction value (GTV)...
3.3k Views
Keppel Corp Update - STILL Trading Cheap
Four months ago, Temasek announced its intention to conduct a Partial Offer to bring its stake in Keppel Corp Ltd (KEP SP) from just over 20% to...
757 Views
Circles.Life: Singapore Just Created A Stealth Unicorn - Regional Incumbent Telcos Should Worry
We believe Circles.Life is likely Singapore's newest unicorn thanks to its recent investment from global PE firm Warburg Pincus. We believe the...
864 Views
Keppel Corp Partial Offer Countdown - Still Cheap
Just over three months ago, Temasek announced its intention to conduct a Partial Offer to bring its stake in Keppel Corp Ltd (KEP SP) from just...
1k Views
The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
590 Views