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Sea (SE US)
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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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05 Apr 2021 21:26
The Easter Week That Was in ASEAN@Smartkarma - ShopeeFood, Indonesia's 1st US SPAC, and Indocement
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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255 Views
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bullish
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Sea
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05 Apr 2021 16:12
Sea Ltd (SE US) - The Stickiness of Shopee Food
The launch of ShopeeFood in Indonesia potentially represents a threat to Gojek and Grab but also a potential future growth engine for Sea Ltd in...
Angus Mackintosh
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640 Views
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bullish
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Thematic (Sector/Industry)
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05 Apr 2021 11:23
Singaporean SPACs: Democratizing Access To High Growth
This move/initiative from Singapore was simply inevitable given the demand for an alternative to the old method of going public.
David Blennerhassett
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317 Views
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bullish
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Adi Sarana Armada
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31 Mar 2021 17:11
Adi Sarana Armada (ASSA IJ) - To the Last Mile and Beyond
ASSA saw growth in its car rental business despite the pandemic but its last-mile delivery business Anteraja is what will drive the long-term...
Angus Mackintosh
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336 Views
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bullish
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Cross Asset Strategy
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29 Mar 2021 20:59
The Week That Was in ASEAN@Smartkarma - Thai Consumers, Indonesian Multifinance, and Digital Moves
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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162 Views
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