Match 4Q20 Earnings: Hook It Up
Match has sold off on 4Q20 earnings based on overly conservative 2021 guidance. We would be buyers on this selloff as 2021 sets up for a strong...
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Amazon 4Q20: The GOAT Departs
Amazon CEO Jeff Bezos is stepping down. We doubt he steps away. 2021 is a unique setup. Its the first time Amazon was up during a big capacity...
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The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
238 Views
Facebook 4Q20: Trying to Take a Bite Out of the Apple
Facebook printed a extremely strong quarter and commentary regarding potential overhangs from Apple and tough comps is just Facebook talking down...
225 Views
Kuaishou Technology IPO - Blue Chip Cornerstones, Sober Valuations, Going into FTSE and MSCI Index
Kuaishou Technology (KT) is a content community and social platform that is looking to raise up to US$6.2bn in its Hong Kong IPO. The company is...
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