Sea Ltd (SE US) - Standing Ovation
Sea Ltd released another record quarterly result affirming its leading position in gaming and e-commerce in SE Asia, with some positive signals...
568 Views
Sea Limited 2Q21 Results – Continuing to Drive New Growth Avenues
We wrote in May that consensus estimates for Sea were 15% too light (note). Indeed, Sea management yesterday upgraded its own guidance which could...
335 Views
Free Fire Firing on All Cylinders But Shopee Is Deprived of Marginal Profitability Gains
Sea’s gaming business plays a vital role in resource allocation for its unprofitable businesses. However, Free Fire could soon run out of room to...
406 Views
The Week That Was in ASEAN@Smartkarma - Grab Deep Dive, Philippines REITs, and Indonesia Convergence
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
298 Views
Grab - Deep Dive Reveals the Mist Is Lifting
Grab recently announced its 1Q2021 and help an inaugural analyst meeting to present the results and provide an update. We also talked separately...
721 Views