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...
418 Views
Zomato Pre-IPO - Filings Lack Narrative, a Little Bit of History Helps
Zomato aims to raise US$1.1bn in its upcoming India IPO. This would be the largest listing in India from the technology sector.
373 Views
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...
229 Views
Gojek-Tokopedia Combine Their Businesses to Form GoTo Group; Is an IPO on the Cards?
Indonesian ride-hailing start-up Gojek and e-commerce player Tokopedia announced today that the two entities are merging their businesses and the...
208 Views
Singapore Mini Lockdown: Winners and Losers
In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...
365 Views