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...
515 Views
Shopee’s Weaknesses Exposed as Free Fire Lose Steam
Even though the consensus is suggesting that Sea Ltd will breakeven in 2023 and make an operating profit of $3.6bn in 2024, the recent cost trends...
383 Views
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...
372 Views
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...
329 Views
The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Cimory IPO, and Philippine Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
192 Views