Angus
Stories by Angus
Vantage Point: PropertyGuru facing headwinds from different directions
This edition also analyses Astra's digital banking plans and Indonesia's wholesale push.
Vantage Point: Grab’s Q3 earnings show growth and profitability can coexist
This edition also features insights into earnings of Alfamart and Cimory.
Vantage Point: Reading between the lines of Flash Coffee’s Singapore exit
Also, read about Barito Renewables’s share price surge, and the KakaoBank-Superbank partnership.
Vantage Point: Key takeaways from Q2 earnings of Bukalapak, BliBli, and Bank Jago
This edition takes a deep dive into the quarterly earnings reported by three key Indonesian startups.
Vantage Point: Astra International bets big on healthtech with Halodoc
This edition chronicles Astra's bets on healthtech and the used car space as well as GoPay's big leap.
Vantage Point: How Blibli stands out among Indonesia’s listed e-commerce players
This edition also features Indonesia's healthcare and digital banking sectors.
Vantage Point: Transformation at Bukalapak suggests profitability is closer than thought
This edition also features BliBli, Xendit, and the newly-minted unicorn Voyager.
Latest correction may have cut Grab’s valuation to more reasonable levels
The numbers for FY2021 were in line with the company’s guidance.
Sea is reducing its reliance on Garena, but the markets don’t seem to have noticed
The recent fall in Sea's shares may have more to do with liquidity flows than fundamentals.
Vantage Point: Social commerce is relatively niche but shows huge promise in Indonesia
This edition also looks at the food delivery metamorphosis in Indonesia.
