Sea Limited: It's All About Expectations And Discount Rate
Since our first valuation of the stock, the price has gone up more than 20%. At that time, we considered the company to be fairly valued in the...
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Grab - Greater Mobility Toward Profitability
GRAB released a strong set of 2Q2021 results with rapid growth in both the delivery and mobility business, with financial services gaining momentum...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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The Week that Was in ASEAN@Smartkarma - Sea Ltd's Runway, Telkom's Digital Edge, and Astra Intl
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
137 Views
Not an Epic Ruling Against Apple
We examine developments in Epic's legal battle with Apple to identify potential long-term implications and winners and losers.
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