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Sea (SE US)
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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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bullish
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Cross Asset Strategy
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07 Dec 2020 22:52
The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
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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211 Views
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bullish
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GoTo Gojek Tokopedia Tbk PT
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03 Dec 2020 16:38
Gojek and Grab Merger Wishful Thinking?
The talk that Grab and Gojek are in the advanced stage of merger talks seems to be a reiteration of the earlier chatter and some wishful thinking...
Angus Mackintosh
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461 Views
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bullish
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Cross Asset Strategy
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23 Nov 2020 22:09
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
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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178 Views
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bullish
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Sea
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19 Nov 2020 20:45
Sea Ltd (SE US) - Gaming the E-Commerce Epiphany
Sea Ltd (SE US) continues to generate increasingly robust cashflows from its gaming business, which is used to bankroll the growth in its e...
Angus Mackintosh
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544 Views
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bullish
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PDD Holdings
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18 Nov 2020 20:22
Pinduoduo Placement: As Expensive As It May Seem, There Could Be More Upside
Pinduoduo (PDD US) plans to raise around $5bn through an issue of ADS and convertible bonds. In this note, we revisit our thesis on PDD ahead of...
Supun Walpola
268 Views
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