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
Sea Ltd (SE US) - A Himalayan Saga
We see the recent Sea Ltd price weakness as an opportunity to accumulate the stock, given the growth story remains intact although investors may...
462 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Storefront, Grab's MSCI Boost, and Unilever Indo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
360 Views