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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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bearish
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Sea
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07 Sep 2022 18:48
Sea Ltd – Just About Doomed
With the gaming profitability fading, we are starting to think that even the extreme cost-cutting such as revoking job offers could be insufficient...
Oshadhi Kumarasiri
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496 Views
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bearish
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GoTo Gojek Tokopedia Tbk PT
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31 Aug 2022 13:18
GoTo: Profitability Is a Tall Order and in Need of More Cash to Fuel Growth
Operating losses further widened in 2Q2022. The company spends heavily on promotion and S&M to generate orders. Reuters reported that GoTo is...
Shifara Samsudeen, ACMA, CGMA
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307 Views
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bullish
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Cross Asset Strategy
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22 Aug 2022 19:16
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
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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225 Views
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bullish
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Sea
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18 Aug 2022 15:39
Sea Ltd (SE US) - Turning Tides Present a Different Wave
Sea Ltd's 2Q2022 results were impressive on a number of levels, with profitability in its core e-commerce business improving considerably in core...
Angus Mackintosh
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444 Views
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bullish
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GoTo Gojek Tokopedia Tbk PT
•
18 Aug 2022 08:44
GoTo (GOTO IJ) - Let the Synergistic Journey Begin
GoTo is a unique proxy to the Indonesian digital economy covering more verticals than any other player, with huge potential for ongoing synergies...
Angus Mackintosh
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403 Views
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