Berli Jucker (BJC TB) - Canned Recovery in Motion
Berli Jucker (BJC TTB) is on the cusp of a strong recovery going into 4Q2021, and even more so in 2021, mainly driven by its retail and packaging...
476 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Knockout, Grab's Progress, and the Avian IPO
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
414 Views
Sea Ltd (SE US) - The Sails Are Set
Sea Ltd (SE US) released knockout results in 3Q2021, representing the 9th quarter of triple-digit growth in GAAP sales plus management upgraded...
638 Views
Shopee’s Weaknesses Exposed as Free Fire Lose Steam
Even though the consensus is suggesting that Sea Ltd will breakeven in 2023 and make an operating profit of $3.6bn in 2024, the recent cost trends...
586 Views
Paytm IPO Trading - Largest IPO with Lowest Coverage, Skipped by Domestics
Paytm (PAYTM IN) raised around US$2.5bn via selling a mix of primary and secondary shares in its India IPO. In this note, we will talk about the...
522 Views