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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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Zomato
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19 Aug 2024 20:34
Zomato Placement - Momentum Is Very Strong, past Ant Related Deals Have Been Mixed
AntFin is looking to raise around US$400m by selling around 2% of Zomato (ZOMATO IN). Past selldown's by AntFin have produced mixed results.
Sumeet Singh
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290 Views
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bullish
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Ola Electric
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19 Aug 2024 05:55
Consumer Tales Aug Wk#3: Ola's Dream Ride, Shopee's SE Asia Lead, Jollibee's Joyful 2Q
Weekly round up include: Ola stock's upside - a base to bullish case valuation analysis. Shopee's 2024 GMV growth target raised. Jollibee's robust...
Devi Subhakesan
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162 Views
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bullish
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Thematic (Sector/Industry)
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06 Aug 2024 16:58
[Blue Lotus Daily-TMT Update]:BILIUS/TCOMUS/SEUS/PDDUS/4689JP/4385JP/BABAUS/3690HK/JDUS/700HK/NTESUS
Bilibili's <three mdtx kingdoms:=""> sees ranking rebound, Beijing tourist arrivals up 16.7% YoY in July, Amap launches airport shuttle in Hong...
Blue Lotus Research Institute
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167 Views
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bullish
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Thematic (Sector/Industry)
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01 Aug 2024 17:17
[Blue Lotus Daily-TMT Update]:BZ US/3690HK/PDD US/BABA US/SE US/JD US/700HK/NTES US/BIDU/MSFT/TCOM
Enterprises in the US show slight recovery in recruitment confidence, Meituan and Restaurant Brands collaborate to establish take-out satellite...
Blue Lotus Research Institute
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153 Views
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bullish
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Cross Asset Strategy
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22 Jul 2024 18:09
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
Angus Mackintosh
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