The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
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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JD.com: Will Logistics Spin-Off Expose an Already Mature Stub Business?
We think the JD Logistics (2618 HK) spin-off could potentially be negative for parent JD.com Inc. (9618 HK) , as our calculations indicate a...
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Grab - Too Much Euphoria?
Grab is close to listing through the Altimeter SPAC in New York, which has brought with it much euphoria amongst commentators. We look to some of...
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Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
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Sea Ltd: Free Fire Could Run Out of Fire & Shopee’s Weakening Marginal Profitability
Deteriorating marginal profitability in e-commerce and the expansion of fintech is likely to put pressure on margins, making it difficult for Sea...
326 Views