The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
450 Views
2023 High Conviction: Zomato - Home Delivering Laziness
Zomato is one of the largest food delivery platforms in India. It was listed in Jul 21 and after initially doubling, its shares are now trading...
623 Views
Sea & Pinduoduo Are in Dangerous Territory With Tencent in Disposal Mode
Having already met Tencent’s soft self-sustainability criteria, Pinduoduo and Sea Ltd could be lined up as Tencent’s next portfolio downsizing...
547 Views
Sea Ltd 3Q22 Results - Set up Nicely To Make Big Gains On The Short Side
We think shares are set up nicely to make gains on the short-side as e-commerce and fintech remain unprofitable after cutting down necessary...
530 Views
Sea Ltd: Another Sell-Off?
With e-commerce and fintech remaining unprofitable after cost-cutting, we think 3Q22 results could be another opportunity to make profits on the...
481 Views