Sea Ltd (SE US) - An Indian Odyssey Brings Experience
Sea Ltd's growth model is intact with losses in its core e-commerce markets declining fast on a per order basis. Valuations are less challenging on...
319 Views
GoTo IPO - A Finely Tuned Balance
Valuations are challenging but GoTo represents the best proxy for the Indonesian digital economy given its broad and unique exposure to key...
352 Views
The Week That Was in ASEAN@Smartkarma- Bukalapak Building, Siloam's Base Case, and Prodia Diagnosed
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
278 Views
Sea Ltd: Shopee’s Exit from India Could Be the Final Nail in the Coffin
Shopee's exit from India could break the last remaining bit of the long thesis that the most ardent followers of Sea Ltd have been hanging on to...
561 Views
ASEAN Reversal. Asia Ex-Japan Managers Raise Allocations
As concerns over China persist, Asia Ex-Japan managers are becoming more constructive on the ASEAN Region and appear amenable to increasing...
363 Views