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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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07 Sep 2020 14:40
The Week that Was in ASEAN@Smartkama - Kalbe Spin-Off, SingTel's Deep Value, and Thailand's Gamers
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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354 Views
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bullish
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Cross Asset Strategy
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27 Aug 2020 10:03
Asia Ex-Japan Positioning: Entertainment Stocks See Inflows
Entertainment stocks see ownership levels soar. Average weights stand at 2.06% with a record 62% of funds exposed to the sector. Moves to the 3rd...
Steven Holden
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315 Views
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bullish
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Cross Asset Strategy
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24 Aug 2020 14:41
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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314 Views
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bullish
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Sea
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19 Aug 2020 21:14
Sea Limited: Can the Good Times Continue to Roll?
Sea Ltd (SE US) shares have more than quadrupled since our bullish take on the stock in November (note here), in no doubt aided by the current...
Rickin Thakrar
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400 Views
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bullish
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Sea
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19 Aug 2020 20:25
Sea Ltd (SE US) - E-Commerce Epiphany
All eyes were on Sea Ltd (SE US), South East Asia's biggest market cap company, ahead of the release of its 2Q2020 results yesterday. Revenue...
Angus Mackintosh
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437 Views
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