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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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Cross Asset Strategy
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24 Aug 2020 14:41
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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315 Views
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bullish
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Sea
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19 Aug 2020 21:14
Sea Limited: Can the Good Times Continue to Roll?
Sea Ltd (SE US) shares have more than quadrupled since our bullish take on the stock in November (note here), in no doubt aided by the current...
Rickin Thakrar
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400 Views
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bullish
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Sea
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19 Aug 2020 20:25
Sea Ltd (SE US) - E-Commerce Epiphany
All eyes were on Sea Ltd (SE US), South East Asia's biggest market cap company, ahead of the release of its 2Q2020 results yesterday. Revenue...
Angus Mackintosh
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438 Views
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bullish
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Bank Central Asia
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15 Aug 2020 18:13
Bank Central Asia (BBCA IJ) - Liability Protection
Bank Central Asia (BBCA IJ) released a decent set of 1H2020 results with net profit of IDR12,240bn versus IDR12,862bn in IH19 or -4.8%% decline...
Angus Mackintosh
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318 Views
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bullish
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Cross Asset Strategy
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10 Aug 2020 12:55
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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290 Views
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