Sea Ltd Trade Idea - Time to Shine - Market Discounting E-Commerce to Almost Zero
Global markets roiled as coronavirus situation continues to worsen across the world. Amidst the sell down, Sea Ltd (SE US) caught our attention. We...
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Sea Ltd Capital Analysis: Sell, Bull Valuation Heading Into a Global Downturn?
With the global economy hanging on a precipice above recession and Sea Ltd shares still trading nearly 100% higher than they were in just October...
453 Views
Smartkarma Originals
Asian E-Wallets Plant Their Flags: An In-Depth Analysis of the Top-10 Players
Digital payments in Southeast Asia are expected to grow in the double-digit range per year, exceeding $1 trillion in gross transaction value (GTV)...
3k Views
Sea Limited: Opportunistic Offering or Building a War-Chest?
Sea Limited produced a strong set of results in its 3Q results yesterday, with robust sales and earnings figures in both its gaming and e-commerce...
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Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for Bitauto (BITA US) /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
566 Views