Shopee Enters a New Era of Slower GMV Growth and Higher Fees for Sellers
Shopee, Southeast Asia’s largest e-commerce player, has been on a strict financial diet to reach profitability in the last year. That’s been...
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Sea Ltd (SE US) - Scalability Winning Battles
Sea Limited released 4Q2023 and FY2023 results with a full-year net profit but another loss in 4Q but QoQ improvements for e-commerce and digital...
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Sea Ltd: A Detour Back to the Land of Losses
Sea took a detour back to the land of losses this quarter. But it's not a massive issue. They've maintained close to 7% QoQ growth, investors...
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Sea Ltd: Potential for a Short Squeeze
We find it unlikely that Sea will return to making losses in Q3, as projected by consensus. While cautious about medium-term projections, we...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
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