GoTo Gojek Tokopedia (GOTO IJ) - Striking a New Balance
GoTo released results for 2Q2023, which reflected a slower growth environment exacerbated by lower incentive spend but some significant progress...
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[Sea Limited (SE US, SELL, TP US$35) Target Price Change]: Long-Term Headwinds Amid Upsides in 3Q
We see deterioration of Sea’s competitive landscape as a long-term trend, hence we cut TP to US$35. The next swing factor is Temu’s ASEAN launch.
324 Views
Sea Ltd: Share Price Approaching Its Rightful Destination
Given that shares were down as much as 28.7% yesterday, there could be some upside to Sea Ltd shares, as we are expecting some shorts to cover....
615 Views
GoTo (GOTO IJ) - Shifting the Needle?
GoTo is laser-focused on shifting the needle towards a semblance of profitability and likely with renewed vigour with a new management team in place.
465 Views
Sea Ltd 2Q23: Revenue Should Align with Consensus, Profitability a Puzzle
Any downside stemming from a minor earnings miss could be rather limited given the existing low consensus and the lackluster price performance...
551 Views