China TMT Update(Feb.28): 700HK/SE/NTES/XPEV/9995HK - BYD Cut Prices for the Older Models
9995HK: Daiichi Sangyo/Astra Zeneca's ADC blockbuster DS8201 (Enhertu) approve by NMPA; XPEV: BYD cut prices for the older models (-); 700HK/SE...
185 Views
The Week That Was in ASEAN@Smartkarma - Grab's Moving Fast, Kalbe Farma Innovates, and SATS Rights
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
261 Views
China TMT Update (Feb.23) - JD, SE, Tiktok, PDD, Temu - Shein's Financials and Potential Listing
Shein's Financials and Potential Listing; JD launched JD Grocery channel in JDDJ platform; TikTok launched TikTok Shop Mall in Southeast Asia
336 Views
Sea Ltd: With Sell-Side Optimistic Once Again, Sea Looks Ripe For a Short
While the sell-side has course corrected to lower their immediate and medium-term targets for Sea Ltd, our analysis points out that there could...
390 Views
GoTo Accelerates Profitability Timeline but We Are Not Yet Convinced
GoTo announced last week that it is accelerating its profit targets to achieve positive adjusted EBITDA by 4QFY2023. We think aggressive cost...
315 Views