Bukalapak (BUKA IJ) - Building a Warchest of Ecosystems
We continue to focus on the improving fundamentals of Bukalapak and its growing ecosystem and would use any short-term trading anomalies to...
574 Views
The Week That Was in ASEAN@Smartkarma - Astra's Future, Matahari Dept Store on Form, and GoTo's IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
399 Views
Grab (GRAB US) - A Rough Ride for Now but Smoother Terrain Ahead
Grab's recent results looked encouraging in terms of headline GMV but the higher driver and consumer incentives hit revenues and profitability...
655 Views
The Week That Was in ASEAN@Smartkarma - Grab Expands, Alfamart, and Mapletree Mega-Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
435 Views
CrossASEAN Digital - Online Groceries Are All the Rage
Online groceries are all the rage in South East Asia as consumers change their consumption habits but are still at an early stage with many years...
583 Views