The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Sea Ltd (SE US) - Turning Tides Present a Different Wave
Sea Ltd's 2Q2022 results were impressive on a number of levels, with profitability in its core e-commerce business improving considerably in core...
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GoTo (GOTO IJ) - Let the Synergistic Journey Begin
GoTo is a unique proxy to the Indonesian digital economy covering more verticals than any other player, with huge potential for ongoing synergies...
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Sea Ltd: Tough Times Ahead
After lowering the e-commerce revenue guidance by $400m in 1Q22, Sea Ltd (SE US)'s decision to suspend 2022 e-commerce revenue guidance in 2Q22 is...
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Tencent's Potential Sale of Meituan Stake - Read Across to Other Stocks & Index Implications
A Reuters report that Tencent intended to sell its stake in Meituan led to a selloff across Tencent's investee companies. The impact of passive...
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