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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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Thematic (Sector/Industry)
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29 Sep 2015 04:03
Will the Gulf remain resilient?
Despite recent weakness Gulf markets have proved to be some of the most resilient in EM in the face of collapsing oil prices. There is evidence...
Emad Mostaque
282 Views
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bullish
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Thematic (Sector/Industry)
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12 Sep 2015 10:42
Oil Price Outlook: All Signs Point to a Brutal Near-Term and a Meaningful Long-Term Recovery
Although we continue to believe that crude oil prices are well below the levels required to incentivize sufficient investment to meet demand beyond...
Morningstar, Inc.
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293 Views
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bearish
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Thematic (Sector/Industry)
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23 Jul 2015 22:19
Saudi is flooding the oil market, not Iran
In line with our expectations from a few months ago Saudi has ramped up production into the summer to drive down oil prices, adding 0.9mbpd since...
Emad Mostaque
273 Views
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bearish
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Thematic (Sector/Industry)
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14 Jul 2015 19:56
Iranian deal done
While slightly later than expected, a comprehensive deal on Iran's nuclear weapons program has now been reached. We think this is a good deal that...
Emad Mostaque
363 Views
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bullish
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Thematic (Sector/Industry)
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26 May 2015 08:13
Key Juncture for Tankers and How to Get Proper Tanker Exposure
We are in the sweet spot of a recovery in tanker shipping coming after the sub-sector has marked multi-year lows. The driver has been oil price...
Charles De Trenck
255 Views
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