This weekly newsletter chronicles top digital themes and trends playing out in SE Asia, especially Indonesia. We will decode policy and regulatory changes affecting digital economy sectors, crunch earnings data of top players, track developments related to gig economy workers and attempt to piece together ecosystem buildouts in some of the fastest-growing, venture-backed plays. You can access the previous editions of the Vantage Point weekly posts here.
Executive Summary
Sea riding a long wave
Grab takes the high road
Cross-border QR payments a welcome move
Link Net’s restructuring could transform Indonesia’s broadband space
Sea riding a long wave
Sea Limited will announce its Q1 2023 results tomorrow with the key focus being whether it will remain profitable at the net profit level after the spectacular turnaround in Q4 2022, which saw the company swing from a loss of ($616.6 million) in 4Q2021 to a net profit of $422.8 million in Q4 2022.
