The Week That Was in ASEAN@Smartkarma - Sea Ltd's Knockout, Grab's Progress, and the Avian IPO
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) - The Sails Are Set
Sea Ltd (SE US) released knockout results in 3Q2021, representing the 9th quarter of triple-digit growth in GAAP sales plus management upgraded...
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Shopee’s Weaknesses Exposed as Free Fire Lose Steam
Even though the consensus is suggesting that Sea Ltd will breakeven in 2023 and make an operating profit of $3.6bn in 2024, the recent cost trends...
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Paytm IPO Trading - Largest IPO with Lowest Coverage, Skipped by Domestics
Paytm (PAYTM IN) raised around US$2.5bn via selling a mix of primary and secondary shares in its India IPO. In this note, we will talk about the...
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Grab - Resilience in Motion
Grab's recent results reflected a resilient performance as growth in deliveries more than offset the slower performance in mobility due to...
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