The Week That Was in ASEAN @Smartkarma - Rough for Sea Ltd, Grab's Tumble, and Farm Fresh IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Sea Ltd (SE US) - Leaning Towards Profitability and Sustainability
The risk for Sea Ltd looks to be squarely on the upside with valuations now looking attractive, trading at a discount to MercadoLibre (MELI US)...
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Sea Ltd (SE US) - A Himalayan Saga
We see the recent Sea Ltd price weakness as an opportunity to accumulate the stock, given the growth story remains intact although investors may...
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Breaking Growth Short Candidates: Quanterix, Insulet, Inari Med, MercadoLibre
Breaking Growth stocks combine declining fundamentals with multiple compression. This week we flag: Quanterix, Insulet, Inari Med, MercadoLibre
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Grab - The Fama Factor
The move by Grab and Singtel to take a combined 32.52% stake in Bank Fama, owned by Emtek Group, signals a significant strategic move in digital...
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