Nio (蔚来) Lock-Up Expiry - Scattered Pre-IPO Investors to Be the Sellers
NIO Inc (NIO US)'s lock-up will expire next week on the 11th of March. Shareholding breakdown suggests that there will be overhang upon lock-up...
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Sea Ltd Placement - Capitalizing on Momentum
Sea Ltd (SE US) is looking to raise about US$1.2bn in its upcoming placement. It will be larger than its IPO in 2017, which raised about...
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The Week that Was in ASEAN@Smartkarma - Asian Currencies, Indonesian Media, and Shopee
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
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Sea Ltd: Follow-On Public Offering an Opportunistic Fundraising?
We evaluate the attractiveness of Sea Ltd's (SE US) US$1 bn follow-on public offering announced last Fri. This offering is a typical opportunistic...
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Sea Ltd: Further Share Re-Rating After a 35% Daily Gain? Why Not?
The biggest positive surprise from Sea Ltd's (SE US) conference call is strong 2019 adjusted sales guidance: 82%-97% YoY growth for Garena...
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