CrossASEAN Ground Zero - GoTo's Sustainability Verified, 2W EVs, and the Stormy Year Ahead
CrossASEAN Ground Zero is a new thematic weekly product that will focus on key Southeast Asian digital themes and technology trends with a core...
477 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...
531 Views
Global Digital Niaga (BELI IJ) - BliBli Ploughing a More Profitable Furrow
Global Digital Niaga (BliBli) continues to standout from peers given a differentiated omnichannel model plus a greater portion of 1P but 3P sales...
474 Views
BliBli (BELI IJ) - A Very Different Animal
Blibli (BELI IJ) is a very different animal from its listed peers given its omnichannel approach and its large 1P business plus a substantial...
740 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
245 Views