Sea Ltd: In Rough Seas
Sea's share price rose 14% yesterday after beating consensus revenue by 1.4%, but this seems unwarranted as Sea lowered the lower-end of the e...
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Bukalapak IPO Lock-Up - Scattered Shareholding Could Put Some Pressure on the Share Price
Bukalapak (Buka) raised US$1.5bn in Aug 2021 when it priced its IPO at the top end of its pricing range. The pre-IPO shareholders will be released...
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GoTo IPO - Valuation - Missed the Tide, Boat Won’t Rise
GoTo aims to raise around US$1.25bn from a local listing, which will mainly be targeted at domestic investors. In this note, we talk about its...
593 Views
Sea Ltd in Free Fall Following the Removal of Free Fire from The App Store & Google Play
India’s Free Fire ban could deliver a double whammy to Sea Ltd with lower Digital Entertainment profitability limiting Sea’s ability to bankroll...
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CrossASEAN Ground Zero - Let the Quest Begin
We look at the major themes and challenges for listed tech stocks in Southeast Asia including Sea Ltd, GoTo Gojek Tokopedia, Grab Holdings, Global...
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