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Sea (SE US)
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765
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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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GoTo Gojek Tokopedia Tbk PT
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12 Oct 2023 15:43
GoTo Gojek Tokopedia (GOTO IJ) - Building Positive Resonance with New Initiatives
GoTo's new initiatives include GoRide Transit, GoCorp, GoTo PLUS, and the GoPay app, the latter seeing strong take-up. 3Q2023 results should see...
Angus Mackintosh
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619 Views
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bearish
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J&T Global Express
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12 Oct 2023 09:55
J&T Global Express Pre-IPO - Thoughts on Valuation
J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its upcoming Hong Kong IPO. In this note, we talk...
Sumeet Singh
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437 Views
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bearish
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J&T Global Express
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11 Oct 2023 09:45
J&T Global Express Pre-IPO - Peer Comparison
J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its upcoming Hong Kong IPO. In this note, we...
Sumeet Singh
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316 Views
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bullish
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Lalatech Holdings Co Ltd
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10 Oct 2023 09:54
Lalatech Holdings Pre-IPO - Refiling Updates - Growth and Profit Pickup but Valuation Gap Remains
Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note we talk about the refiling updates.
Sumeet Singh
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439 Views
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bullish
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Cross Asset Strategy
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09 Oct 2023 20:20
The Week That Was in ASEAN@Smartkarma - Filters, Barito Renewables, and Vertex Technology SPAC.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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484 Views
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