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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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Sea
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17 May 2018 05:37
Sea Ltd: Is Shopee Turning the Corner?
Conference call indicates that, by raising its adjusted revenue guidance, management of Sea Ltd (SE US) is more bullish. The reality check is that...
Johannes Salim, CFA
363 Views
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bullish
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Ramayana Lestari Sentosa
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09 May 2018 11:36
Ramayana Lestari - Moving with the Millennials - On the Ground in J-Town
A meeting with Ramayana Lestari Sentosa Pt (RALS IJ) management in Jakarta last week confirmed that the company continues to move forward on its...
Angus Mackintosh
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199 Views
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bullish
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Thematic (Sector/Industry)
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04 May 2018 09:53
Grab, Go-Jek, Garena(SEA), Who Will Be the Payment Goliath of Southeast Asia? - Part 2
In Part 1 of this series, I compared the user numbers, investors and strategies of Grab, Go-Jek, and Garena(renamed to SEA), specifically focusing...
Valerie Law, CFA
547 Views
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bullish
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Emtek
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13 Apr 2018 05:07
Elang Mahkota Teknologi: The Most Diversified Online Group Plus Local Unicorn Play
Conference call with Elang Mahkota Teknologi Tbk (EMTK IJ) reveals its ambition to be the most diversified online player in the country. We...
Johannes Salim, CFA
217 Views
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bullish
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Thematic (Sector/Industry)
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02 Apr 2018 17:04
The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
Angus Mackintosh
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208 Views
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