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Sea (SE US)
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Singapore
Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
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bullish
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Emtek
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10 Nov 2020 09:27
Emtek (EMTK IJ) - Arise a New Champion of Indonesia Tech?
Emtek recently announced its intention to seek approval for a stock split at its AGM in December. We see this as a precursor for further corporate...
Angus Mackintosh
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278 Views
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bullish
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Cross Asset Strategy
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09 Nov 2020 22:02
The Week that Was in ASEAN@Smartkarma - Indonesia's Recovery and the Next Digital Darling
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across SE...
Angus Mackintosh
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194 Views
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bullish
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PT Surya Citra Media Tbk
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07 Nov 2020 10:04
PT Surya Citra Media Tbk (SCMA IJ) - Let the Games Begin
SCMA remains a high-quality way to play the recovery in the advertising market, with an increasingly digital twist through Vidio.com
Angus Mackintosh
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363 Views
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bullish
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Cross Asset Strategy
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02 Nov 2020 20:54
The Week that Was in ASEAN@Smartkarma - South East Asia Lags, the Bank's Return, and Nimble Staples
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
Angus Mackintosh
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197 Views
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bearish
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Matahari Department Store
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28 Oct 2020 14:29
Matahari Department Store (LPPF IJ) - Too Early to Be Early
Matahari Department Store has one of the most interesting retail franchises in Indonesia but has been impacted by COVID-19 whilst in the midst of a...
Angus Mackintosh
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230 Views
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