@WaterworldCapi1 I think the bears argue that investments are reactive and defensive. Since Shopee & TT dominate most of the market, there are no share donors left. Investments are necessary to sustain market share.
Great quarter from the fake books company $ESTA. Continues to execute well in the US.
Now imagine the demand we could see in South Korea in this memory bull market (if Chaebols don't mess up bonus season).