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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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bearish
•
Thematic (Sector/Industry)
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31 Mar 2015 11:30
Oil is going to break $40 before E-2Q, but there is money to be made whether you are a bull or bear
The clearest trade to me right now... Is monetizing the volatility in Oil through options Now I am exceptionally bearish on oil for a range of...
Kay Van-Petersen
225 Views
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bearish
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Thematic (Sector/Industry)
•
26 Mar 2015 08:22
Yemen - Dancing on the heads of snakes
Yemen has once again hit the headlines as structural issues lead to political uncertainty and tumult. The situation may not be as bad as the...
Emad Mostaque
289 Views
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bullish
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VNG
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28 Aug 2023 21:13
VNG (VinaGame): The Only Tech Unicorn In Vietnam
VNG filed for a US listing last week. The investment thesis of the company remains more or less the same as what we highlighted in this note.
Alec Tseung
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750 Views
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bearish
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Thematic (Sector/Industry)
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11 Mar 2015 20:35
Will an Iran deal crack oil?
There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor...
Emad Mostaque
333 Views
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bullish
•
Thematic (Sector/Industry)
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01 Mar 2015 14:00
Islam, Terror, Politics and Oil - Third & Final Part
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
Emad Mostaque
250 Views
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