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CrossASEAN Research
Insights across South East Asia
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bullish
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Solaris Resources
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21 Nov 2024 18:56
Solaris Resources: Showing Canada the Middle Finger
Solaris Resources announces management changes and spin-off, shifting operations out of Canada in response to government restrictions on Chinese...
Nicolas Van Broekhoven
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105 Views
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bearish
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Macroeconomics
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20 Nov 2024 02:40
India Twin Deficit Watch: Improving Trend Persists Despite EPS and Trade Setbacks
Fiscal deficit in H1FY25 was 29.4% of FY25 target, and should end FY25 at 4.7% of GDP. CAD likely to shrink to 0.2% of GDP for FY25. But sluggish...
Prasenjit K. Basu
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124 Views
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bullish
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Cross Asset Strategy
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18 Nov 2024 20:36
The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
Angus Mackintosh
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208 Views
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bullish
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Sea
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16 Nov 2024 15:28
Sea Ltd (SE US) - Firing Profitability On All Segments
In 3Q2024, Sea Ltd demonstrated its ability to turn a profit at Shopee, whilst booking strong growth, with sales & marketing kept well in check and...
Angus Mackintosh
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390 Views
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bullish
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AEM
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15 Nov 2024 07:41
Aem: Hoping for Better 2025
AEM increased guidance for FY24 signals a shift towards revenue from non-Intel customers, setting the stage for growth in FY25.
Nicolas Van Broekhoven
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320 Views
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