CrossASEAN Strategy - Life After Gojek and the Land of Digital Banking
The fact that Gojek (1379371D IJ) has managed to secure US$1.2bn in new funding over the past week in this apocalyptic environment says something...
560 Views
The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
760 Views
Tencent Sounds the Horn on the Next Big Battleground: Enterprise Collaboration
Tencent identified enterprise collaboration apps as the larger structural impact of the COVID-19 outbreak, as opposed to just increased demand for...
507 Views
Tencent (700 HK): WeChat Pay, WeChat Ad, and Game Up 38%, 37%, and 25% in 4Q2019
Total revenues grew 25% YoY in 4Q2019, higher than the three previous quarters. Three of four main businesses grew over 20% YoY in 4Q2019. The...
435 Views
JD.com’s Buyback a Confidence Game
JD.com Inc (ADR) (JD US) announced a $2 billion buyback program over the next 24 months. The buyback is the largest announced by JD as it had...
477 Views