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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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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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bullish
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Kalbe Farma
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27 Jan 2021 12:59
Kalbe Farma (KLBF IJ) - Vaccinated for Future Growth
Kalbe, Indonesia's and SE Asia's largest pharma company, has seen some slow down in prescription drug sales due to the pandemic but this has been...
Angus Mackintosh
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237 Views
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bullish
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Adi Sarana Armada
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25 Jan 2021 09:39
Adi Sarana Armada (ASSA IJ) - Auto Leasing, Logistics, and the Last Mile
ASSA is Indonesia's leading B2B car leasing company moving aggressively into related businesses of auto auctions, logistics, and the last mile...
Angus Mackintosh
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411 Views
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bullish
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Cross Asset Strategy
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11 Jan 2021 23:13
The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
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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