Sea Limited: Can the Good Times Continue to Roll?
Sea Ltd (SE US) shares have more than quadrupled since our bullish take on the stock in November (note here), in no doubt aided by the current...
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India Internet & Consumer Weekly | Facebook, ByteDance, Samsung, Xiaomi & Amazon
This insight is inspired by Smartkarma's Insight provider Ming Lu and his weekly insights like China Internet Weekly (17Aug2020): Top...
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Beyond Meat (BYND US): Margins to Improve from 2Q Lows; Buy at Bargains
Beyond Meat (BYND US) reported a 17% growth in 2Q2020 revenues vs the previous quarter despite COVID-led restrictions depleting demand from...
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TRACKING TRAFFIC/Containers & Air Cargo: No, Virginia, Container Rates Are NOT Spiking!
Contrary to recent media reports, there is no evidence in the June numbers of an alleged spike in container rates in the Pacific. In fact, our...
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TMT Weekly: 3 Things that Stood Out The Week of 6/19/2020
This week we highlight Shopify's compelling aggregation strategy, along with some thoughts on Instacart, Walmart, Oracle, and Slack. Obex’s...
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