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Sea (SE US)
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765
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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Grab Holdings
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23 Nov 2022 18:06
Grab (GRAB US) - Shifting Down a Gear for A Steep Ascent
Grab's recent results reflect a quickening pace moving along the path to profitability with a more disciplined approach to incentives and cost...
Angus Mackintosh
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370 Views
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bearish
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GoTo Gojek Tokopedia Tbk PT
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23 Nov 2022 09:43
GoTo IPO Lockup Expiry - US$13bn Lockup Release or in Other Words, the Real IPO
In Mar 2022, GoTo raised around US$1bn from what was essentially a domestic Indonesian IPO. Its pre-IPO shareholders will be released from their...
Sumeet Singh
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657 Views
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bullish
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Cross Asset Strategy
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22 Nov 2022 03:14
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
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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325 Views
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bullish
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Zomato
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18 Nov 2022 10:16
2023 High Conviction: Zomato - Home Delivering Laziness
Zomato is one of the largest food delivery platforms in India. It was listed in Jul 21 and after initially doubling, its shares are now trading...
Sumeet Singh
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482 Views
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bearish
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Sea
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17 Nov 2022 18:13
Sea & Pinduoduo Are in Dangerous Territory With Tencent in Disposal Mode
Having already met Tencent’s soft self-sustainability criteria, Pinduoduo and Sea Ltd could be lined up as Tencent’s next portfolio downsizing...
Oshadhi Kumarasiri
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361 Views
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