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...
848 Views
Tencent's Potential Sale of Meituan Stake - Read Across to Other Stocks & Index Implications
A Reuters report that Tencent intended to sell its stake in Meituan led to a selloff across Tencent's investee companies. The impact of passive...
731 Views
EM Funds Raise ASEAN Allocations
Regional rebalance occurring among active EM funds. Out of EMEA and the major Asian nations and in to ASEAN, MENA and South America.
499 Views
Sea Ltd: Reduced Consensus Is Still Optimistic
The revised estimates are still on the optimistic side as consensus thinks Q1 was just a one-off and Sea would be able to get back to a QoQ growth...
923 Views
Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
4.1k Views