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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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bullish
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Cross Asset Strategy
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11 Sep 2023 13:48
The Week That Was in ASEAN@Smarkarma - Sea Ltd & TikTok's Trouble, Astra Building EVs, and AKRA.
The Past week saw insights on Sea (SE US), Astra International (ASII IJ), AKR Corporindo (AKRA IJ), VNG (VinaGame) (VNG US) IPO, and Metro Pacific...
Angus Mackintosh
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475 Views
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bullish
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VNG
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07 Sep 2023 09:45
VNG Pre-IPO - Local Peers Comparison
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about local...
Sumeet Singh
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419 Views
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bearish
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VNG
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06 Sep 2023 18:11
VNG IPO: The Bear Case
The bear case rests on the Communications and Media business' faltering fundamentals, the Fintech business' uncertain path to profitability and...
Arun George
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340 Views
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bearish
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ARM Holdings
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06 Sep 2023 09:48
ARM Holdings IPO - Thoughts on Valuation - Still Very Demanding
Softbank Group (9984 JP) aims to raisebetween US$4.5-4.9bn via selling some of its stake in ARM Holdings' US IPO. In this note, we provide our...
Sumeet Singh
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434 Views
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bullish
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VNG
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05 Sep 2023 16:08
VNG IPO: The Bull Case
The bull case rests on the core games business’ improving KPIs, return to growth, good revenue visibility, and reducing dependence on critical...
Arun George
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382 Views
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