Sea Limited (SE) - Friday, Jan 12, 2024
Sea Limited is a gaming and e-commerce company in Southeast Asia that has experienced fluctuations in its stock price but has strong underlying...
265 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
104 Views
Sea Ltd: A Detour Back to the Land of Losses
Sea took a detour back to the land of losses this quarter. But it's not a massive issue. They've maintained close to 7% QoQ growth, investors...
825 Views
Sea Ltd: Potential for a Short Squeeze
We find it unlikely that Sea will return to making losses in Q3, as projected by consensus. While cautious about medium-term projections, we...
997 Views
[Sea (SE US, SELL, TP US$51) TP Change]: Competitive Landscape Intensifying… Cut TP to $51
We expect Shopee's competitive landscape further deteriorated in 2Q23, due to increased pressure from TikTok and Lazada in ASEAN, Coupang in...
410 Views