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Sea (SE US)
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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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Emtek
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20 Apr 2021 20:26
Emtek (EMTK IJ) - The Indonesian Digital Game of Thrones
EMTEK remains the largest locally listed proxy to play digital media, e-commerce, and digital payments in Indonesia. The news that Grab has taken a...
Angus Mackintosh
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424 Views
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bullish
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Cross Asset Strategy
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19 Apr 2021 21:34
The Week That Was in ASEAN@Smartkarma - Grab, Emtek, and a Digital Game of Thrones
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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225 Views
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bullish
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Mitra Adiperkasa
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19 Apr 2021 16:59
Mitra Adiperkasa (MAPI IJ) - Shape-Shifting to Back in Black
MAPI remains one of our top picks for the gradual recovery in consumption in Indonesia. It has successfully shifted a large portion of sales to...
Angus Mackintosh
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243 Views
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bearish
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Grab Holdings
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16 Apr 2021 13:23
Grab: SOTP Suggests Steep Discount to Proposed SPAC Valuation
Our SOTP valuation implies significant downside to Grab’s pro-forma valuation of the proposed SPAC deal even after assigning generous target...
Shifara Samsudeen, ACMA, CGMA
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654 Views
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bearish
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Grab Holdings
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14 Apr 2021 18:19
SPAC Grab ... At 2x Uber
There are 650mn consumers in Southeast Asia, worth an estimated US$2.8tn. This is not a winner takes all maker. If anything, it's a three-way "grab".
David Blennerhassett
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473 Views
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