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...
358 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...
342 Views
2023 High Conviction: Zomato - Home Delivering Laziness
Zomato is one of the largest food delivery platforms in India. It was listed in Jul 21 and after initially doubling, its shares are now trading...
502 Views
Grab: Almost No Price Reaction to a So-Called Strong Set of Results as There Is Much to Prove
Grab reported 3Q earnings before market yesterday. Though there was notable improvement in earnings and upgraded guidance, share price closed flat...
376 Views
GoTo: Large Job Cuts to Improve Financials?
Bloomberg report that GoTo is planning to cutdown about 1k jobs to improve financials. We think cutting down employee costs alone won't help,...
396 Views