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Sea (SE US)
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766
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Communication Services
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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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Sea
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07 Mar 2018 13:09
Sea Ltd: "Emerging Growth" Company Part II
During conference call, management of Sea Ltd (SE US) unveiled 2018 guidance after delivering a slight beat on 4Q17 results. Despite surging GMV,...
Johannes Salim, CFA
188 Views
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bullish
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Thematic (Sector/Industry)
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22 Feb 2018 10:51
Indonesia Property - Some Respite on the Horizon - On the Ground in J-Town
An insightful meeting with James Taylor, Head of Research at Jones Lang Lasalle in Jakarta revealed some interesting trends appearing in the...
Angus Mackintosh
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233 Views
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bullish
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Sea
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10 Jan 2018 04:57
Sea Ltd: An "Emerging Growth" Company
Conference call reveals that Sea Ltd (SE US) is an "emerging growth" company. Management is bullish, forecasting 20-30% CAGR in 2016-21E for...
Johannes Salim, CFA
248 Views
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bullish
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PT Surya Citra Media Tbk
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21 Dec 2017 20:34
SCMA - Trading Places - On the Ground in J-Town
A meeting with Surya Citra Media Pt Tbk (SCMA IJ) in rainy Jakarta late last week revealed a brighter picture ahead, with its audience share taking...
Angus Mackintosh
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162 Views
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bullish
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Thematic (Sector/Industry)
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06 Nov 2017 08:33
Call with Nielsen: Is It Weaker Purchasing Power or Online Shopping?
A conference call with Nielsen Indonesia reveals that FMCG consumption growth YT-Sep has decelerated to only 2.7% growth YoY. Online shopping is...
Johannes Salim, CFA
136 Views
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