The Week That Was in ASEAN@Smartkarma - Total Acess & True, Carro & Ninja Van Plus Indonesian Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
367 Views
PropertyGuru SPAC Lock-Up - Two PE’s with a US$450m Stake Are Stuck with a Liquidity Conundrum
PropertyGuru mergered with Bridgetown 2 SPAC in Mar 2022. Its 180-days lockup will end soon freeing its two large PE shareholders.
539 Views
Reneging on Job Offers Underscores Sea’s Retrenchment
Southeast Asian conglomerate Sea Ltd. has pumped the brakes on its e-commerce unit Shopee’s expansion resorting to measures such as reneging on...
384 Views
CX Daily: The Weak Link in China’s New-Energy Power Plan: Weather
In Depth: The weak link in China’s new-energy power plan: weather. Debate rages after residents barred from earthquake evacuation due to Covid curbs
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Sea Ltd – Just About Doomed
With the gaming profitability fading, we are starting to think that even the extreme cost-cutting such as revoking job offers could be insufficient...
621 Views