Sea Ltd (SE US) - Wind Back in the Sails
Sea Ltd 3Q2022 results should be seen as the poster child for the rest of the space given a crystal clear focus on profitability and a more...
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Grab (GRAB US) - Shifting Down a Gear for A Steep Ascent
Grab's recent results reflect a quickening pace moving along the path to profitability with a more disciplined approach to incentives and cost...
362 Views
GoTo IPO Lockup Expiry - US$13bn Lockup Release or in Other Words, the Real IPO
In Mar 2022, GoTo raised around US$1bn from what was essentially a domestic Indonesian IPO. Its pre-IPO shareholders will be released from their...
655 Views
GoTo: Long-Term Profitability Is Worrying
GoTo reported 3Q2022 results. There has been notable improvement in profitability but we are not certain that this is sustainable as reduced...
347 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
325 Views