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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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16 May 2022 20:27
The Week That Was in ASEAN@Smartkarma - Philippines Election,Thai Bev, and XL Axiata
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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234 Views
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bearish
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Sea
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16 May 2022 16:49
Sea Ltd: More Downside Risk at Earnings
With Free Fire probably at around 50% of the 4Q21 level in 2023, we think Sea could struggle to generate revenue growth over the next 2 years. This...
Oshadhi Kumarasiri
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396 Views
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bearish
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Delhivery
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06 May 2022 14:09
Delhivery IPO - Thoughts on Valution, Touch-And-Go
Delhivery is now looking to raise around US$700m in its upcoming India IPO, the company is backed by a host of financial investors, the largest...
Sumeet Singh
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604 Views
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bearish
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Cross Asset Strategy
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06 May 2022 05:42
Asia Ex-Japan: MediaTek, Sea Ltd and China Banks Weigh on Performance
After 3 years of solid outperformance, active Asia Ex-Japan managers find themselves on unfamiliar ground. Following on from a challenging Q1,...
Steven Holden
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402 Views
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bullish
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Delhivery
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05 May 2022 16:58
Delhivery IPO - Peer Comparison, What It Gains in Growth It Gives up in Margins
Delhivery is now looking to raise around US$700m in its upcoming India IPO. In this note, we will undertake a peer comparison.
Sumeet Singh
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387 Views
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