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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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bullish
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Thematic (Sector/Industry)
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19 Jan 2024 14:14
[Blue Lotus Daily - TMT Update]:NTES/BABA/PDD/3690 HK/JD/VIPS/1219 HK/SHEIN/AMZN/SE/MELI
NetEase announces spin-off game; Temu negotiates with J&T for overseas last-mile services; Temu launches in South Africa.
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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09 Jan 2024 18:51
[Blue Lotus Daily - TMT Update]: BABA/SE/PDD/3690 HK/NTES/700 HK/AMZN/MELI/CPNG
Lazada mass-layoffs also in China offices. NetEase faces criticism over underage top-ups in mobile game . The New Year event operation of is a...
Blue Lotus Research Institute
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293 Views
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bullish
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GoTo Gojek Tokopedia Tbk PT
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22 Dec 2023 10:28
GoTo Gojek Tokopedia (GOTO IJ) - Plumbing for a More Certain Future
GoTo senior management hosted an analyst call last week to provide further details on both the reasons behind the Tokopedia sale and the potential...
Angus Mackintosh
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801 Views
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bullish
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Cross Asset Strategy
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18 Dec 2023 21:43
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, AKRA's Positive, and GoTo's TikTok Move
The past week saw insights on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ), OUE Commercial REIT (OUECT SP), GoTo (GOTO IJ), and Sea...
Angus Mackintosh
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bullish
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Thematic (Sector/Industry)
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15 Dec 2023 15:20
[Blue Lotus Daily - TMT Update]:SE/GRAB/GOTO IJ/1519 HK/JD/2618 HK/AMZN/PDD/Shein/BABA/700 HK/772 HK
Amazon introduces a supply chain solution for Chinese merchants, Richard Liu Qiangdong responds to an internal article, and Yuewen acquires...
Blue Lotus Research Institute
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