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...
441 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...
400 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
211 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...
290 Views
Zomato IPO Lock-Up - A US$3.4bn Lockup Release Test Case for India
Zomato raised US$1.3bn in its India IPO in Jul 2021. At that time, it was the largest technology sector listing in India. The lock-up on its pre...
476 Views