The Week That Was in ASEAN@Smartkarma - Sea Ltd's Rout, GoTo's Budget Focus, and Indosat's Surge
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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ECM Weekly (20th August 2023) - Indigo, Vinfast, SBFC, Concord, Wuxi, NSDL, LianLian, Fedbank
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Sea (SE US) - Turning Up the Investment Dial
Sea Ltd 2Q2023 reflected an underlying slowdown but beneath the surface, the company's core marketplace business saw accelerated growth, as it...
888 Views
GoTo Gojek Tokopedia (GOTO IJ) - Striking a New Balance
GoTo released results for 2Q2023, which reflected a slower growth environment exacerbated by lower incentive spend but some significant progress...
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GoTo (GOTO IJ) - Shifting the Needle?
GoTo is laser-focused on shifting the needle towards a semblance of profitability and likely with renewed vigour with a new management team in place.
569 Views