Sea Ltd (SE US) - Standing Ovation
Sea Ltd released another record quarterly result affirming its leading position in gaming and e-commerce in SE Asia, with some positive signals...
389 Views
The Week That Was in ASEAN@Smartkarma - Grab Deep Dive, Philippines REITs, and Indonesia Convergence
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
150 Views
Grab - Deep Dive Reveals the Mist Is Lifting
Grab recently announced its 1Q2021 and help an inaugural analyst meeting to present the results and provide an update. We also talked separately...
594 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Retail, Digital Surge, and Grab's Results
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
171 Views
FinAccel/Kredivo SPAC Deal: Smooth Shopping
Kredivo is using its market-leading BNPL position to deliver high growth with a declining loss margin. Refreshingly the forecasts are reasonable...
342 Views