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Sea (SE US)
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766
Analysis
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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11 Mar 2024 15:56
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Scale, Cimory's Dairy Recovery, and AMMB Placement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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305 Views
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bearish
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ARM Holdings
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06 Mar 2024 09:48
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
Sumeet Singh
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1.2k Views
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bullish
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Cross Asset Strategy
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27 Feb 2024 00:52
The Week That Was in ASEAN@Smartkarma - Bangkok Dusit, Grab Results, and Indonesia's Election
The past week saw insights on Indonesia's election, Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), Delta Electronics Thailand,...
Angus Mackintosh
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260 Views
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bullish
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Thematic (Sector/Industry)
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26 Jan 2024 17:21
[Blue Lotus Daily - TMT Update]:Gaming Sector/JD/BABA/PDD/BABA/AMZN
NPPA deletes online gaming measure page; JD becomes exclusive platform for CCTV Gala; Temu to launch semi-managed model in March.
Blue Lotus Research Institute
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355 Views
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bullish
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Thematic (Sector/Industry)
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23 Jan 2024 16:31
[Blue Lotus Daily - TMT Update]:TCOM/1024 HK/3690 HK/780 HK/PDD/ZTO/1519 HK/SHEIN/AMZN/SE/CPNG/MELI
Ctrip teams up with Kuaishou to boost travel offerings; PDD collaborates with ZTO and J&T for Spring Festival event; and Temu considers adding 3P...
Blue Lotus Research Institute
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242 Views
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