Amazon 3Q21: 4Q’s $9 Billion Consumer Shock Absorber
Supply constraints. Wage inflation. People shopping in stores. Fixed cost develeraging. Amazon's retail business will lose $13B in 2H21. 2022...
211 Views
BliBli - Enter The Dark Knight
BliBli is the "Dark Knight" of Indonesian e-commerce, given its private nature, strong market presence, and unicorn status. It has plans to IPO in...
5k Views
MicroPort MedBot IPO Trading - Decent Demand But Upside Is Limited from the Top-End
Shanghai MicroPort MedBot Group (MM), a surgical robot company, raised around US$200m in its Hong Kong IPO. In this note we will talk about the...
363 Views
Hong Kong Connect Flows: Kuaishou Inflows
We highlight Hong Kong Connect inflows into Kuaishou Technology (1024 HK), China Mobile Limited (941 HK), as well as outflows from Tencent...
189 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
269 Views