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Sea (SE US)
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766
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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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Link Net
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10 Jun 2021 16:25
Link Net (LINK IJ) - Multiple Catalysts in Place
Link Net (LINK IJ) is a high-quality proxy for the low penetration of fixed broadband in Indonesia, with its pole migration program a positive,...
Angus Mackintosh
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212 Views
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bullish
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Kalbe Farma
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07 Jun 2021 16:08
Kalbe Farma (KLBF IJ) - An Increasingly Healthy Blend
Kalbe Farma is a core holding to play increasing health consciousness in Indonesia, with a strong portfolio of core brands, with valuations below...
Angus Mackintosh
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207 Views
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bullish
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ATRenew
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06 Jun 2021 09:07
AiHuiShou Pre-IPO - First Stab at Valuation
Aihuishou (RERE US), China’s largest pre-owned consumer electronics transactions and services platform, aims to raise up to US$1bn via a US...
Sumeet Singh
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267 Views
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bullish
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Cross Asset Strategy
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31 May 2021 20:57
The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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179 Views
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bullish
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Berli Jucker
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31 May 2021 17:36
Berli Jucker (BJC TB) - Stock-Up for Canned Recovery?
Berli Jucker is an interesting proxy to the consumer recovery in Thailand and South-East Asia, through its packaging, retail, and consumer supply...
Angus Mackintosh
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210 Views
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