Shopee Faces Decision on Brazil Amid Tax Changes
Sea Ltd's track record of accepting failures and closing businesses raises the likelihood of Shopee exiting the Brazilian market if they cannot...
739 Views
Alibaba Potential IPOs - Part 4 - An Early Look at International Operations
On 28th Mar 2023, Alibaba Group (9988 HK) announced that it would adopt a new organizational and governance structure. In this note, we take a look...
650 Views
GoTo (GOTO IJ) - Key Initiatives and Foundations
GoTo released a Newsletter for May which reiterated its progress toward profitability as well as some key initiatives including increasing service...
523 Views
JD Industrials Pre-IPO - Peer Comparison - Some Interesting Nuggets from Peer Filings
JD Industrials is looking to raise about US$1bn in its upcoming HK IPO. In this note we talk about some additional useful information that we...
320 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Buoyant, Grab Delivering, and DXN IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
263 Views