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...
455 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Storefront, Grab's MSCI Boost, and Unilever Indo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
352 Views
ECM Weekly (13th Feb 2022) -Krafton, Huitongda, GogoX, Lepu, Adani Wilmar, Vedant, Mitsubishi Estate
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
471 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Buy Now Pay Later, and BFI Finance
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
344 Views