ENTITY
Sea

Sea (SE US)

766
Analysis
Communication ServicesSingapore
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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bullishVNG
29 Aug 2023 10:17

VNG Pre-IPO - The Positives - Vietnam's Mini-Tencent

Vng (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note we talk about the positive aspects of...

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29 Aug 2023 08:56

China TMT Update-Bili/XPEV/DiDi/SE/PDD-Xpeng Acquire DiDi's EV Project/Temu Enters the Philippines

Bilibili has announced the latest incentive policies for the "Spark Program.";XPEV/DiDi: Xpeng to acquire DiDi's Smart EV project(+/+);SE/PDD: Temu...

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bearishARM Holdings
24 Aug 2023 15:37

ARM Holdings Pre-IPO - Pre-Privatisation to Pre-Listing Changes - Slower Growth, Lower Margins

Softbank Group aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we compare its recent...

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bearishARM Holdings
23 Aug 2023 15:02

ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues

Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the not...

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21 Aug 2023 15:44

The Week That Was in ASEAN@Smartkarma - Sea Ltd's Rout, GoTo's Budget Focus, and Indosat's Surge

The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...

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