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...
399 Views
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
Sea Limited Results: Scope for 15% Upgrades?
We believe Sea Ltd (SE US) could generate over 9bn USD in revenue this year, well above consensus forecasts of 7.9bn USD
265 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
216 Views
Gojek-Tokopedia Combine Their Businesses to Form GoTo Group; Is an IPO on the Cards?
Indonesian ride-hailing start-up Gojek and e-commerce player Tokopedia announced today that the two entities are merging their businesses and the...
202 Views