Grab: Earnings Beat Estimates but No Meaningful Improvement Yet
Mobilities saw drop in take rate and margin cf. 1Q2022. Demand for food delivery is softening with relaxing of travel restrictions and cutting down...
349 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
225 Views
Sea Ltd (SE US) - Turning Tides Present a Different Wave
Sea Ltd's 2Q2022 results were impressive on a number of levels, with profitability in its core e-commerce business improving considerably in core...
444 Views
GoTo (GOTO IJ) - Let the Synergistic Journey Begin
GoTo is a unique proxy to the Indonesian digital economy covering more verticals than any other player, with huge potential for ongoing synergies...
403 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Take Rates, Indonesia's Digital Banks, and PTTEP
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
293 Views