Sea Ltd's (SE US) - Through the Looking Glass
Sea Ltd (SE US) now stands out well ahead of its peers on profitability and should trade at a premium but it will have to continue to execute. We...
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Sea Ltd 4Q22 Results: Can Profits Hold When Growth Stall?
Main growth drivers indicate that Sea's growth could stall. Meanwhile, competition is heating up, sidelining the importance of cost discipline in e...
405 Views
Carsales Renounceable Entitlement Offer - Following up on a Decade-Old Acquisition
Carsales.Com Ltd (CAR AU) aims to raise around US$330m (A$501m) via a renounceable entitlement offer. The deal is relatively large to digest at...
343 Views
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...
197 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...
272 Views