bullish
The Week That Was in ASEAN@Smartkarma - Sea Ltd, GoTo, Grab, and Comfort Delgro
297 Views20 Aug 2024 01:21
The past week saw insights on Sea Ltd (SE US), GoTo Gojek Tokopedia (GOTO IJ), Grab Holdings (GRAB US), and Comfortdelgro Corp (CD SP).
What is covered in the Full Insight:
- ASEAN Insights Overview
- Company Performance Summaries
- Macro Insights on Indonesia and the Philippines
- Equity Bottom-Up Analysis
- Sector and Thematic Trends
SUMMARY
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Full Insight
(Paid Plans Only, 8-minute read)
Discussions
(Paid Plans Only)
- CrossASEAN Ground Zero - Shopee & YouTube, MR DIY Rollingout, GOTO, and AI & Micro Lending23 Sep 2024
- The Week That Was in ASEAN@Smartkarma - GoTo & Baba, Adaro Energy, and Bangkok Dusit Medical23 Sep 2024
- GoTo Gojek Tokopedia(GOTO IJ) - Lifting Clouds18 Sep 2024
- Grab Holdings (GRAB US) - Product-Led Sequential Growth Ahead19 Aug 2024
- Sea Ltd (SE US) - Take Rate Tiger16 Aug 2024
- Comfortdelgro (CD): 1H Decent Result15 Aug 2024
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