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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Retail Margin Loans Funded Refueling China’s A-Share Market
Yesterday in Beijing, China Securities News published an article highlighting President Xi’s calling for stock market to become a nation’s core...
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Last Week in GER Research: Softbank, Pinduoduo, and Koolearn
In this version of the GER weekly research wrap, we remind of our work on Softbank Group (9984 JP) before its 20% share rally which may have been...
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ECM Weekly (9 February 2019) - Pinduoduo, Homeplus, PNB Metlife, Cal-Comp Tech
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
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