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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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Thematic (Sector/Industry)
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18 Jul 2023 20:18
China TMT Update-BABA/VIPS/JD/PDD/3690.HK/700HK/SE/XPEV-Online Retail Sales Growth;"Arena Breakout";
BABA/VIPS/JD/PDD/3690.HK: Online retail sales growth steady in June NBS data (+)/700HK/SE:Tencent's FPS game "Arena Breakout" international version...
Blue Lotus Research Institute
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272 Views
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bearish
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J&T Global Express
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30 Jun 2023 09:26
Blue Lotus IPO Outlook/J&T Express: Cash Crunch as Prices Slump, Overseas Volume Ramps
We expect that J&T’s China and SEA’s growth will slow down. we value J&T at US$ 10 bn, which is (25%) vs. J&T’s valuation in its latest round of...
Blue Lotus Research Institute
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430 Views
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bullish
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Grab Holdings
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22 Jun 2023 19:01
Grab Holdings (GRAB IJ) - Rationalising With Growth in Mind
Grab's announcement this week that it would cut 11% of its workforce was a move to rationalise costs to give the platform a sure footing for longer...
Angus Mackintosh
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562 Views
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bearish
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Sea
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18 Jun 2023 16:24
SE/Tiktok:Chinese Practitioners' Discussions About TikTok's E-Commerce Business in Southeast Asia
Many service providers and entrepreneurs in China have been inspired and hope to take the lead in booming live streaming e-commerce in Southeast...
Blue Lotus Research Institute
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435 Views
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bullish
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Thematic (Sector/Industry)
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16 Jun 2023 09:07
China/Asia TMT Update-PDD/CPNG/SE/BEKE/BILI:PDD's Temu Plans to Come to ASEAN and South Korea
PDD/CPNG/SE: PDD's Temu plans to come to Southeast Asia and South Korea,KE Holding: New home sales remain lukewarm in May, BILI: Bilibili's top...
Blue Lotus Research Institute
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374 Views
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