Sea Limited (SE US) - Making Hay
Sea Ltd continues to focus on its core competitiveness in pricing, service quality, and lowering the cost to serve through SPX Express, with...
181 Views
Grab Holdings (GRAB US) - Rich in Initiatives
Grab's 1Q2024 results will reflect seasonal factors but should also reveal something about Grab's new initiatives and the changing competitive...
207 Views
The CrossASEAN Week That Was in ASEAN@Smartkarma - GoTo Transformed, Sido Muncul, and Great Eastern
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sido Muncul (SIDO IJ), Great Eastern Holdings (GE SP), Singapore Airlines (SIA SP),...
207 Views
GoTo Gojek Tokopedia (GOTO IJ) - Metamorphosis
GoTo will drive growth less through incentives but more through innovative products, user base, and retention through its subscription products,...
262 Views
CrossASEAN Ground Zero - EV Frenzy, Siloam Gets New Investors, Kopi Kenangan, and Microsoft's Pledge
This week we look at the noise surrounding the entrance of new EV players to Indonesia and suggest that Astra International is well-positioned to...
232 Views