PropertyGuru/Bridgetown 2 SPAC Listing/Merger - Peers Are Down a Lot, as the Deal Nears Completion
PropertyGuru and Bridgetown 2 announced, on 23rd Jul 2021, that they have entered into a business combination agreement which will see PropertyGuru...
442 Views
The Week That Was in ASEAN @Smartkarma - Rough for Sea Ltd, Grab's Tumble, and Farm Fresh IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
374 Views
Sea Ltd (SE US) - Leaning Towards Profitability and Sustainability
The risk for Sea Ltd looks to be squarely on the upside with valuations now looking attractive, trading at a discount to MercadoLibre (MELI US)...
701 Views
Sea Ltd: Something to Think About if You Are Starting to Lean Towards the Bullish Side
As profitability deteriorates, we expect Sea’s FY+2 EV/Sales to fall towards the pre-COVID low of 1.76x, implying a downside of 50%.
501 Views
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
318 Views