The Week That Was in ASEAN@Smartkarma - Telkom Digitally Remastered, MAPI, and DTAC & True Merger
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Sea Ltd (SE US) - The Sails Are Set
Sea Ltd (SE US) released knockout results in 3Q2021, representing the 9th quarter of triple-digit growth in GAAP sales plus management upgraded...
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Paytm IPO Trading - Largest IPO with Lowest Coverage, Skipped by Domestics
Paytm (PAYTM IN) raised around US$2.5bn via selling a mix of primary and secondary shares in its India IPO. In this note, we will talk about the...
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Grab - Resilience in Motion
Grab's recent results reflected a resilient performance as growth in deliveries more than offset the slower performance in mobility due to...
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MercadoLibre Q3: Commerce And Fintech Segments Delivering Above Consensus
Net revenues came in at $1.9 bln (+73% on an FX neutral basis) while Gross profit reached $806.6 mln (43% margin in line with Q3 2020). Pretax...
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