Sea Ltd (SE US) - Glass Half Full Again?
Sea Ltd through Shopee will be the biggest beneficiary from TikTok Shop's demise in Indonesia as it will require less promotional spending, with...
590 Views
Global Digital Niaga (BELI IJ) - BliBli Ploughing a More Profitable Furrow
Global Digital Niaga (BliBli) continues to standout from peers given a differentiated omnichannel model plus a greater portion of 1P but 3P sales...
478 Views
Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
332 Views
Aquila Acquisition Corp (7836 HK): ZG Group’s Punchy Valuation
ZG has a questionable business model, struggling to generate profits or underlying FCF. Our valuation analysis suggests that ZG's negotiated value...
476 Views
Macro and Flows Tracker - Rising External Risks
Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.
365 Views