Shopee’s victory lap: Rising take-rate propels Shopee to positive EBITDA in Q3 2024
Shopee’s long and windy path to profitability has been a well-covered topic over the past years,including in Cube Pulse. After shifting between...
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Smart Trump, or Dumb Trump?
Election of Trump shifts investment logic but we differ on how. First realization is it is a zero sum game and assessing MAGA's chance of success...
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Buy the Pullback in MSCI ACWI and S&P 500; Buys in Uranium, Transports, Services, Technology, More
Buy the Pullback in MSCI $ACWI and $SPX; Still bullish on global equities with $ACWI and the SPX holding above their respective bases at $117 and...
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The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
444 Views
Sea Ltd (SE US) - Firing Profitability On All Segments
In 3Q2024, Sea Ltd demonstrated its ability to turn a profit at Shopee, whilst booking strong growth, with sales & marketing kept well in check and...
668 Views