SEA 110/102 Buy Zone
SEA has undergone a severe decline but is showing some light at the end of the falling wedge tunnel with physical support approaching near the 110...
370 Views
SBI Sumishin Net Bank Pre-IPO - The Negatives - It’s Not Really a Digital Lender
SBI Sumishin Net Bank (SSNB) will be looking to raise around US$1.1bn in its upcoming IPO. In this note, we talk about the not so positive aspects...
427 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd & FreeFire, Arwana Citramulia, and CPO's Poor Show
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
321 Views
Beyond 280 #7 | Shopee's India Playbook
We speak to a B2B e-commerce consultant who onboards companies looking to sell on platforms like Amazon, Flipkart, Meesho & Shopee to understand...
483 Views
Sea Ltd in Free Fall Following the Removal of Free Fire from The App Store & Google Play
India’s Free Fire ban could deliver a double whammy to Sea Ltd with lower Digital Entertainment profitability limiting Sea’s ability to bankroll...
502 Views