MercadoLibre Inc.: Initiation of Coverage - Business Strategy
This is our first report on LatAm e-commerce major, MercadoLibre, Inc. The company delivered a positive result and managed an all-around beat in...
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Sea Ltd (SE US) - Navigating Challenging Waters With Sails Set
We will not follow on the coattails of liquidity with a negative recommendation when what management is doing looks positive and Sea Ltd (SE US) is...
596 Views
GoTo (GOTO IJ) - Ploughing a Path to Profitability
GoTo's guidance for 2Q2022 is positive and it should be boosted by higher commission rates plus continuing synergies across the group, helping to...
399 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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[Blue Lotus Daily - TMT Update]:NTES/BABA/SE/MELI/AMZN/MGLU3 BZ/690 HK/TCOM/700HK/BIDU/PDD/JD
Naraka Mobile set to launch on July 25, leading Brazil retailer partners with AliExpress, Douyin increases software service fees for life services.
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