SBI Sumishin Net Bank Pre-IPO - The Negatives - It’s Not Really a Digital Lender
SBI Sumishin Net Bank (SSNB) will be looking to raise around US$1.1bn in its upcoming IPO. In this note, we talk about the not so positive aspects...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd & FreeFire, Arwana Citramulia, and CPO's Poor Show
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Beyond 280 #7 | Shopee's India Playbook
We speak to a B2B e-commerce consultant who onboards companies looking to sell on platforms like Amazon, Flipkart, Meesho & Shopee to understand...
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Sea Ltd in Free Fall Following the Removal of Free Fire from The App Store & Google Play
India’s Free Fire ban could deliver a double whammy to Sea Ltd with lower Digital Entertainment profitability limiting Sea’s ability to bankroll...
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Sea Ltd (SE US) - A Himalayan Saga
We see the recent Sea Ltd price weakness as an opportunity to accumulate the stock, given the growth story remains intact although investors may...
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