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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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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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bullish
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Thematic (Sector/Industry)
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29 Mar 2018 04:36
Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
Johannes Salim, CFA
138 Views
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bearish
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Bilibili
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21 Mar 2018 17:11
Bilibili IPO Review - A Vibrant Community but Longer Track Record Is Needed
Bilibili Inc (BILI US) is raising approximately US$443m in its upcoming IPO. Proceeds raised will mainly be used for research and development of...
Zhen Zhou, Toh
355 Views
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bullish
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Thematic (Sector/Industry)
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16 Mar 2018 16:45
Grab, Go-Jek, Garena(SEA), Who Will Be the Payment Goliath for Southeast Asia? - Part 1
The battle for the payment pie heats up in Southeast Asia as Grab yesterday announced that it will launch a new Fintech platform called Grab...
Valerie Law, CFA
613 Views
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