GoTo (GOTO IJ) - Key Initiatives and Foundations
GoTo released a Newsletter for May which reiterated its progress toward profitability as well as some key initiatives including increasing service...
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JD Industrials Pre-IPO - Peer Comparison - Some Interesting Nuggets from Peer Filings
JD Industrials is looking to raise about US$1bn in its upcoming HK IPO. In this note we talk about some additional useful information that we...
463 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Buoyant, Grab Delivering, and DXN IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
379 Views
Krafton Inc (259960 KS)： PUBG's Re-Approval in India Could Bring 5% Revenue/Profit Upside
We estimate that the re-approval of PUBG Mobile in the India will contribute to a 5% increase in Krafton’s annual revenue/profit.
534 Views
Sea (SE US) - Into the Looking Glass
Sea Ltd's 1Q2023 results showed its ability to sustain profitable growth with a vibrant performance from e-commerce and fintech, offset by slower...
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