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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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Sea
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25 Feb 2021 10:14
Sea Ltd: Rising Momentum Among Active Investors Ahead of Index Inclusion
Our analysis shows strong conviction towards Sea Ltd (SE US) among the active GEM and Asia Ex-Japan managers in our analysis.
Steven Holden
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681 Views
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bullish
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Coupang
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24 Feb 2021 08:56
Coupang Pre-IPO - Earnings Forecast and Valuation
Coupang, the largest product e-commerce player in Korea, aims to raise around US$3bn in its US listing. The company has earlier obtained...
Sumeet Singh
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342 Views
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bullish
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Sea
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23 Feb 2021 17:23
Sea Ltd (SE US) - Extending the Runway for a Bigger Plane?
Sea Ltd (SE US) remains the listed key proxy for the explosive growth in e-commerce in South East Asia, fuelled by growing revenues from its gaming...
Angus Mackintosh
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353 Views
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bearish
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Coupang
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16 Feb 2021 09:43
Coupang IPO: Not Worth Subscribing at Rumoured 50.0bn Valuation
Coupang’s active user count is just 7.5%, 3.4%, 2.0% and 2.0% of Shopee’s JD.com’s, Pinduoduo’s, and Alibaba’s respectively. However, Coupang’s...
Oshadhi Kumarasiri
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325 Views
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bullish
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Cross Asset Strategy
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15 Feb 2021 21:55
The Week That Was in ASEAN@Smartkarma - Banks, Beers, and Mergers
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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181 Views
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