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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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bearish
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TDCX
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28 Sep 2021 11:11
TDCX Inc. Pre-IPO - Largest Client Is Growing Faster and Trading Cheaper
TDCX Inc, a Singapore-headquartered digital customer experience (CX) provider, is looking to raise up to US$338m in its upcoming US IPO.
Sumeet Singh
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306 Views
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bullish
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Cross Asset Strategy
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27 Sep 2021 17:49
The Week That Was in ASEAN@Smartkarma - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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300 Views
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bullish
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Bank Negara Indonesia Persero
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25 Sep 2021 11:48
Bank Negara Indonesia (BBNI IJ) - Revealing a New Digital Skin
Bank Negara Indonesia (BBNI IJ) has tended to be the laggard amongst the top four Indonesia banks but with a new management team and a more dynamic...
Angus Mackintosh
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460 Views
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bearish
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Sea
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17 Sep 2021 10:50
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Syndicated
Sea Limited: It's All About Expectations And Discount Rate
Since our first valuation of the stock, the price has gone up more than 20%. At that time, we considered the company to be fairly valued in the...
Moat Investing
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372 Views
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bullish
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Grab Holdings
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15 Sep 2021 15:08
Grab - Greater Mobility Toward Profitability
GRAB released a strong set of 2Q2021 results with rapid growth in both the delivery and mobility business, with financial services gaining momentum...
Angus Mackintosh
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283 Views
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