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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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ZKH Group
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01 Dec 2023 10:23
ZKH Group Pre-IPO - If Only Its Growth Was Sustainable
ZKH has refiled its prospectus on 27th Nov 23 and downsized the deal from a reported US$300m in Mar 23 to US$100-150m in Nov 23. We have looked at...
Ethan Aw
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729 Views
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bullish
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Cross Asset Strategy
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21 Nov 2023 00:01
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Loss, Grab's Balance, and Bangkok Dusit Medical.
The past week saw insights on Sea (SE US), Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), SCG Decor PCL (SCGD TB), and Amara...
Angus Mackintosh
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376 Views
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bullish
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Thematic (Sector/Industry)
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20 Nov 2023 15:12
[Blue Lotus Daily - TMT Update]: BABA/ VIPS/PDD/JD/Meituan, 3690.HK/Tencent, 700.HK/SE
Social retail consumption data improved in October for BABA, VIPS, PDD, 3690.HK, and JD. Tencent increased ownership stake in a Wuxia Genre Gaming...
Blue Lotus Research Institute
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253 Views
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bullish
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Cainiao Smart Logistics Network
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14 Nov 2023 08:28
CaiNiao Smart Logistics Pre-IPO Part 5 | For Better or Worse, J&T IPO Will Impact CaiNiao Valuation
For better or worse, we believe investors will view J&T Global Express' recent IPO as the primary reference point for CaiNiao's planned IPO in Hong...
Tracking Traffic
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566 Views
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bearish
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J&T Global Express
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13 Nov 2023 10:08
Q323 Another Tough Quarter for Kerry Express Thailand (KEX) | Negative Read-Through for J&T Global
Q323 was another quarter of Y/Y declines in revenue and margins for KEX, though profitability actually improved versus Q2. The read-through for...
Tracking Traffic
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370 Views
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