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Sea (SE US)
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Analysis
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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27 Feb 2023 23:04
The Week That Was in ASEAN@Smartkarma - Grab's Moving Fast, Kalbe Farma Innovates, and SATS Rights
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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266 Views
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bearish
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Thematic (Sector/Industry)
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23 Feb 2023 09:08
China TMT Update (Feb.23) - JD, SE, Tiktok, PDD, Temu - Shein's Financials and Potential Listing
Shein's Financials and Potential Listing; JD launched JD Grocery channel in JDDJ platform; TikTok launched TikTok Shop Mall in Southeast Asia
Blue Lotus Research Institute
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339 Views
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bearish
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Sea
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22 Feb 2023 18:41
Sea Ltd: With Sell-Side Optimistic Once Again, Sea Looks Ripe For a Short
While the sell-side has course corrected to lower their immediate and medium-term targets for Sea Ltd, our analysis points out that there could...
Oshadhi Kumarasiri
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394 Views
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bearish
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GoTo Gojek Tokopedia Tbk PT
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22 Feb 2023 15:09
GoTo Accelerates Profitability Timeline but We Are Not Yet Convinced
GoTo announced last week that it is accelerating its profit targets to achieve positive adjusted EBITDA by 4QFY2023. We think aggressive cost...
Shifara Samsudeen, ACMA, CGMA
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322 Views
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bullish
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Cross Asset Strategy
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20 Feb 2023 22:39
The Week That Was in ASEAN@Smartkarma - My E.G. Services, Keppel Corp, and Adaro Energy's BuyBack
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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289 Views
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