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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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7Road Holdings
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09 Jul 2018 05:20
7Road IPO Preview: The Serious Business of Fun
7Road Holdings Ltd (797 HK) is a Chinese game developer which focuses on the casual shooting and strategy role-playing game (SRPG) game genres. Its...
Arun George
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635 Views
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bullish
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Thematic (Sector/Industry)
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03 Jul 2018 08:03
Silicon Stories J: The Invasion of Chinese Internet (Battle Time!)
The mainland Chinese phone makers arrived in Thailand long before their Internet peers, but they were met with limited success. After Samsung and...
Athaporn Arayasantiparb, CFA
232 Views
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bullish
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Thematic (Sector/Industry)
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25 Jun 2018 07:43
Fringe Players in Thai Retailing
In the previous review, we discussed the dominance of Big Three Thai-Coons (TCC, CP, and Central) in Thai retailing. However, they do not control...
Athaporn Arayasantiparb, CFA
133 Views
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bullish
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Thematic (Sector/Industry)
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13 Jun 2018 11:11
Grab, Go-Jek, Alipay, WeChat Pay; Who Will Be the Payment Goliath in Southeast Asia? - Part 4
In part 4 of this series, I will evaluate the mobile/ e-payment providers on 10 metrics and total their score. Based on their total score, I hope...
Valerie Law, CFA
494 Views
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bullish
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Thematic (Sector/Industry)
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21 May 2018 21:14
The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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228 Views
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