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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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18 Aug 2021 17:07
Free Fire Firing on All Cylinders But Shopee Is Deprived of Marginal Profitability Gains
Sea’s gaming business plays a vital role in resource allocation for its unprofitable businesses. However, Free Fire could soon run out of room to...
Oshadhi Kumarasiri
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212 Views
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bullish
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Cross Asset Strategy
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16 Aug 2021 22:21
The Week That Was in ASEAN@Smartkarma - Grab Deep Dive, Philippines REITs, and Indonesia Convergence
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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152 Views
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bullish
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Grab Holdings
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13 Aug 2021 10:59
Grab - Deep Dive Reveals the Mist Is Lifting
Grab recently announced its 1Q2021 and help an inaugural analyst meeting to present the results and provide an update. We also talked separately...
Angus Mackintosh
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595 Views
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bearish
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Coupang
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10 Aug 2021 10:38
Coupang Lock-Up Expiry - Failed to Meet Multiple Lock-Up Exits; Now Hitting the US$7bn Expiry
Coupang was listed on 11th Mar 2021 when it raised around US$4.5bn via selling a mix of primary and secondary shares in its US IPO. In this note,...
Sumeet Singh
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509 Views
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bullish
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Cross Asset Strategy
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09 Aug 2021 21:30
The Week That Was in ASEAN@Smartkarma - Indonesia Retail, Digital Surge, and Grab's Results
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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172 Views
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