CX Daily: The Weak Link in China’s New-Energy Power Plan: Weather
In Depth: The weak link in China’s new-energy power plan: weather. Debate rages after residents barred from earthquake evacuation due to Covid curbs
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Sea Ltd – Just About Doomed
With the gaming profitability fading, we are starting to think that even the extreme cost-cutting such as revoking job offers could be insufficient...
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GoTo: Profitability Is a Tall Order and in Need of More Cash to Fuel Growth
Operating losses further widened in 2Q2022. The company spends heavily on promotion and S&M to generate orders. Reuters reported that GoTo is...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Sea Ltd (SE US) - Turning Tides Present a Different Wave
Sea Ltd's 2Q2022 results were impressive on a number of levels, with profitability in its core e-commerce business improving considerably in core...
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