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Sea (SE US)
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765
Analysis
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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Thematic (Sector/Industry)
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16 Aug 2016 09:31
Tanker Shipping - Recent Quarterly Results and Dividend Cuts Confirm Our Thesis, Not Just Seasonal
Early in the summer, we had downgraded the tanker shipping sector and asked investors to brace for lower earnings and lower asset values and stock...
Drewry Maritime Financial Research
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158 Views
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bullish
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Thematic (Sector/Industry)
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05 Aug 2016 12:19
Building a Rules Based Perpetual Portfolio(Incl Global Investor Q & A)
It is no easy task generating decent relatively low-risk long-term returns portfolio. Over the last decade I have put a lot of thinking into...
Charles De Trenck
197 Views
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bearish
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Thematic (Sector/Industry)
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11 Jun 2016 10:06
Tanker Shipping - Stocks Going Nowhere?
Underperformance continues as markets look past near-term earnings • The surge in the seaborne crude trade – a result of continued supply glut and...
Drewry Maritime Financial Research
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181 Views
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bullish
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Thematic (Sector/Industry)
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10 Jun 2016 08:16
Gas Shipping - Gaining Traction Amid Recovery in Oil Prices
The rebound in crude oil and gas prices brought some solace to shareholders of gas shipping companies as stocks of LNG and LPG operators started...
Drewry Maritime Financial Research
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164 Views
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bullish
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Thematic (Sector/Industry)
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23 May 2016 08:59
Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
Kay Van-Petersen
186 Views
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