GoTo: Profitability Is a Tall Order and in Need of More Cash to Fuel Growth
Operating losses further widened in 2Q2022. The company spends heavily on promotion and S&M to generate orders. Reuters reported that GoTo is...
432 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
347 Views
Sea Ltd (SE US) - Turning Tides Present a Different Wave
Sea Ltd's 2Q2022 results were impressive on a number of levels, with profitability in its core e-commerce business improving considerably in core...
544 Views
GoTo (GOTO IJ) - Let the Synergistic Journey Begin
GoTo is a unique proxy to the Indonesian digital economy covering more verticals than any other player, with huge potential for ongoing synergies...
620 Views
Sea Ltd: Tough Times Ahead
After lowering the e-commerce revenue guidance by $400m in 1Q22, Sea Ltd (SE US)'s decision to suspend 2022 e-commerce revenue guidance in 2Q22 is...
849 Views