Sea Limited Placement: Hoping for a Cheap Entry Point for This Unique Growth Story
Sea announced a placement of its shares with the hopes of raising approximately 2bn USD. Sea shares have had a phenomenal run with the shares...
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SEA Ltd Placement - New Business Needs New Money
Sea Ltd (SE US) plans to raise around US$2.2bn in a primary follow-on offering. The stock is up 4x this year and has risen 10x since its IPO in 2017.
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Kerry Express Thailand (KEX) IPO: Update on Valuation Range & Competitor Actions
We update our views of KEX's IPO valuation ahead of its late December listing. We also highlight the potential sale of a domestic competitor. We...
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US Congress Passes Bill that Could Lead to the Delisting of Chinese Companies on US Exchanges
Late Wednesday evening, the US Congress unanimously passed the 'Holding Foreign Companies Accountable Act' which is a bill that could block Chinese...
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2021 High Conviction: Naspers, Deeply Discounted Exposure to Accelerating Online Sales
Naspers: Deeply discounted exposure to Tencent, a diverse range of online businesses set to benefit from accelerated online activity post-COVID-19...
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