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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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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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bullish
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Berli Jucker
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23 Mar 2021 17:24
Berli Jucker (BJC TB) - Primed for Rebound
Berli Jucker is an interesting proxy for the consumer rebound in Thailand and Vietnam through its consumer packaging, retail, and other consumer...
Angus Mackintosh
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177 Views
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bullish
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Cross Asset Strategy
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22 Mar 2021 20:36
The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
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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229 Views
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bearish
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Grab Holdings
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16 Mar 2021 12:15
Grab - Considering SPAC Listing for a US$40bn Valuation?
Grab is reportedly considering SPAC listing in the US valuing the company at US$35bn -US$40bn,. We examine recent developments at Grab and look at...
Angus Mackintosh
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427 Views
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