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Sea (SE US)
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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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Cross Asset Strategy
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23 Sep 2024 18:50
CrossASEAN Ground Zero - Shopee & YouTube, MR DIY Rollingout, GOTO, and AI & Micro Lending
This week we look at Shopee's tie-up with YouTube on e-commerce in Indonesia, MR DIY's next plan to list in Indonesia, and GoTo helping to drive...
Angus Mackintosh
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310 Views
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bullish
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Thematic (Sector/Industry)
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12 Sep 2024 17:11
[Blue Lotus Daily-TMT Update]:PDD US/BABA US/SE US/JD US/
PDD to launch updated ad-tool, BABA to introduce private-brand food products in Australia, Temu app remains popular in LATAM.
Blue Lotus Research Institute
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293 Views
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bullish
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Thematic (Sector/Industry)
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10 Sep 2024 18:38
[Blue Lotus Daily-TMT Update]:700 HK/NTES US/1024 HK/3690 HK/PDD US/JD US/BABA US/1810 HK/SE US
Tencent announces new game launches and playtime restrictions for minors during holidays in collaboration with NetEase.
Blue Lotus Research Institute
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249 Views
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bullish
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Thematic (Sector/Industry)
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29 Aug 2024 18:11
[Blue Lotus Daily-TMT Update]:PDD US/SHEIN/SE US/BABA US/JD US/700 HK/NTES US
PDD US valuation cheaper than e-commerce peers, SHEIN launches consignment model in EU, Taobao's "Grass-Planting Plan" drives off-site traffic.
Blue Lotus Research Institute
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179 Views
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bullish
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Cross Asset Strategy
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20 Aug 2024 01:21
The Week That Was in ASEAN@Smartkarma - Sea Ltd, GoTo, Grab, and Comfort Delgro
The past week saw insights on Sea Ltd (SE US), GoTo Gojek Tokopedia (GOTO IJ), Grab Holdings (GRAB US), and Comfortdelgro Corp (CD SP).
Angus Mackintosh
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300 Views
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