The Week That Was in ASEAN@Smartkarma - Sea Ltd, Utrajaya, and Grab's Results
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
431 Views
Delhivery IPO Trading - Anchor Book Was Good but Overall Demand Was Still Tepid
Delhivery raised around US$680m in its India IPO, the company is backed by a host of financial investors, the largest being Softbank. In this note,...
584 Views
CX Daily: China Eases Covid-19 Test Rules for Air Travelers From More Countries
China eases Covid-19 test rules for air travelers from more countries. Global investors continue to dump yuan bonds as Treasurys, dollar rise
342 Views
Sea Ltd: In Rough Seas
Sea's share price rose 14% yesterday after beating consensus revenue by 1.4%, but this seems unwarranted as Sea lowered the lower-end of the e...
523 Views
Sea Ltd (SE US) - Reading the Positive Signals
Sea Ltd saw a strong rally post results given guidance was maintained albeit with a wider range, and it is trading at a discount to peers, despite...
573 Views