Sea Ltd (SE US) - Navigating Challenging Waters With Sails Set
We will not follow on the coattails of liquidity with a negative recommendation when what management is doing looks positive and Sea Ltd (SE US) is...
702 Views
Sea Ltd: Mass Layoffs at Shopee, Tinkering Here and There Won't Make Shopee A World-Class Business
We think Shopee has a flawed business model and tinkering here and there won't be enough to make Shopee a world-class business. With Free Fire...
1.1k Views
Mitra Adiperkasa (MAPI IJ) - Reasons to Be Cheerful
1Q2022 results highlighted that Mitra Adiperkasa is back on an expansion tack both in Indonesia and South-East Asia, which looks set to gain...
621 Views
Emerging Markets Stock Positioning Chart Pack
The latest in stock ownership data among active Global Emerging Markets Equity funds. Most Widely Held, Over/Underweights, Unloved and Avoided...
592 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Utrajaya, and Grab's Results
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
435 Views