Weekly Innovation Review (WIRE) #45
Headline Developments Every week there’s a new deal (or regulation) in gaming. The Steam Deck, the Epic vs Apple case, China’s regulatory...
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Sea Ltd (SE US) - Standing Ovation
Sea Ltd released another record quarterly result affirming its leading position in gaming and e-commerce in SE Asia, with some positive signals...
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Sea Limited 2Q21 Results – Continuing to Drive New Growth Avenues
We wrote in May that consensus estimates for Sea were 15% too light (note). Indeed, Sea management yesterday upgraded its own guidance which could...
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Free Fire Firing on All Cylinders But Shopee Is Deprived of Marginal Profitability Gains
Sea’s gaming business plays a vital role in resource allocation for its unprofitable businesses. However, Free Fire could soon run out of room to...
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The Week That Was in ASEAN@Smartkarma - Grab Deep Dive, Philippines REITs, and Indonesia Convergence
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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