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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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bearish
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Zomato
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30 May 2024 10:25
Zomato Placement Lockup Expiry - US$800m Overhang
Antfin will come out of its placement linked lockup for its remaining stake in Zomato soon. In this note, we talk about the lockup dynamics.
Sumeet Singh
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340 Views
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bullish
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Taiwan Semiconductor (TSMC)
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25 May 2024 00:53
Global MSCI Indexes at Multi-Year Highs; Global Energy Sector Deteriorating, Is Materials Next?
There are few things more bullish than Global MSCI Indexes at Multi-Year Highs $ACWI $ACWX $EFA $EEM; Buys in Tech $TSM; Global Energy Sector...
Vermilion Research
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412 Views
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bullish
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Cross Asset Strategy
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20 May 2024 21:54
The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
Angus Mackintosh
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275 Views
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bullish
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Lalatech Holdings Co Ltd
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16 May 2024 09:44
Lalatech Holdings Limited Pre-IPO - Refiling Updates - Continues to Improve, Valuation Gap Narrowing
Lalatech Holdings is looking to raise about US$1bn in its upcoming HK IPO. In this note, we look at the updates from its most recent refiling.
Sumeet Singh
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343 Views
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bullish
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Tencent
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04 May 2024 00:35
Upgrading Emerging Markets to Market Weight; China/Hong Kong Continue to Bottom; Energy Breakdowns
Upgrading Emerging Markets $EEM $VWO to Market Weight; China/Hong Kong Continue to Bottom $FXI $MCHI $KWEB; Lows Likely in on $ACWI; Commodities...
Vermilion Research
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435 Views
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