Grab - Too Much Euphoria?
Grab is close to listing through the Altimeter SPAC in New York, which has brought with it much euphoria amongst commentators. We look to some of...
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Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
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Sea Ltd: Free Fire Could Run Out of Fire & Shopee’s Weakening Marginal Profitability
Deteriorating marginal profitability in e-commerce and the expansion of fintech is likely to put pressure on margins, making it difficult for Sea...
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Sea Limited Results: Scope for 15% Upgrades?
We believe Sea Ltd (SE US) could generate over 9bn USD in revenue this year, well above consensus forecasts of 7.9bn USD
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The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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