An emphasis on digital business models is allowing these franchises to efficiently service their fast-growing client bases. Cross-selling additional products is an effective way to improve the return on customer-acquisition costs. Gojek took a 22% st...

Estimated Q2 21 revenue/NPAT amounted to VND212bn (+47% yoy)/VND150bn (+51% yoy) on the back of resilient international air freight volume throughput and the low base effect. Cumulative H1 21 revenue and NPAT have both completed 54% of our full-year ...

Vietnam is a promising market for fintechs given its combination of low financial inclusion (the country ranks at the top of our fintech financial inclusion scorecard) and high tech sophistication. Fintechs are actively looking for ways to mitigate t...

The resurgence of Covid-19 inflections and resulting lockdowns dragged down the performance of equities in many emerging markets in June. Belated recognition of this reality by the US, the G7 and the IMF is a positive development in this grim context...

When we undertook an exercise six months ago to find the best-performing stocks through the pandemic, most of the top fintech names had a strong payments angle to their businesses. Gojek took a 22% stake in 2020, and earlier this year the company lau...

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