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Sea Ltd (SE US)
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821
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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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10 Mar 2025 21:27
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Astra International, and Cimory
The past week saw insights on Sea Ltd (SE US), Astra International (ASII IJ), Cisarua Mountain Dairy (CMRY IJ), Central Pattana Pub (CPN TB), and...
Angus Mackintosh
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321 Views
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bullish
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Cross Asset Strategy
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03 Mar 2025 23:37
The Week That Was in ASEAN@Smartkarma - Arwana, BFI Finance Indonesia, and Singapore Banks
The past week saw insights on Arwana Citramulia (ARNA IJ), BFI Finance Indonesia (BFIN IJ), Raffles Medical Group (RFMD SP) and Yangzijiang...
Angus Mackintosh
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306 Views
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bullish
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Thematic (Sector/Industry)
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03 Mar 2025 09:00
[Blue Lotus Non-US Internet Weekly, 9/52]: DeepSeek (DS) New Research Paper Showed 85% Profit Margin
DeepSeek claimed profit margin of 85%, JD's take out initiative doubted, Shopee and Lazada collude to raise commission in SE Asia.
Blue Lotus Research Institute
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221 Views
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bullish
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Grab Holdings
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25 Feb 2025 08:09
Sea Ltd & Grab Holdings: Non-Benchmark Attraction
Investment in Singapore's two most widely held names is climbing among active Emerging Market Equity Funds, with Grab Holdings hitting new highs in...
Steven Holden
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326 Views
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bearish
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Dollar Index
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22 Feb 2025 07:25
Major Top for the U.S. Dollar (DXY) = Risk-On; Bullish Outlook Despite Near-Term Downside Risk
Major Top for the U.S. Dollar $DXY = Risk-On; Bullish Outlook Intact on $ACWI despite near-term downside risk. We remain bullish if $ACWI > $116,...
Vermilion Research
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408 Views
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