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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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Grab Holdings
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17 Nov 2021 07:48
Grab - Resilience in Motion
Grab's recent results reflected a resilient performance as growth in deliveries more than offset the slower performance in mobility due to...
Angus Mackintosh
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329 Views
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bullish
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Cross Asset Strategy
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15 Nov 2021 21:48
The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Cimory IPO, and Philippine Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
Angus Mackintosh
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192 Views
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bearish
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Bukalapak.com PT Tbk
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10 Nov 2021 18:38
Bukalapak: Mitra Won’t Save The Day Any More
At 27.9x FY+2 revenue, Bukalapak has plenty of further downside potential especially considering that that the Mitra business may not grow fast...
Oshadhi Kumarasiri
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441 Views
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bullish
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Matahari Department Store
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10 Nov 2021 16:16
Matahari Department Store (LPPF IJ) - Revamped, Refreshed, and Investable
Matahari Department Store (LPPF IJ) has become investable again with an omnichannel approach and a revamped and refreshed brand portfolio.
Angus Mackintosh
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226 Views
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bearish
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Paytm
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09 Nov 2021 05:04
Paytm IPO: More Expensive than Global Payment Giants and SOTP Suggests More Than 40% Discount
With not so conservative assumptions, our SOTP valuation suggests that Paytm's shares are significantly overvalued at the IPO price range. At the...
Shifara Samsudeen, ACMA, CGMA
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273 Views
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