The Week that Was in ASEAN@Smartkama - Kalbe Spin-Off, SingTel's Deep Value, and Thailand's Gamers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
466 Views
Asia Ex-Japan Positioning: Entertainment Stocks See Inflows
Entertainment stocks see ownership levels soar. Average weights stand at 2.06% with a record 62% of funds exposed to the sector. Moves to the 3rd...
459 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
458 Views
Sea Limited: Can the Good Times Continue to Roll?
Sea Ltd (SE US) shares have more than quadrupled since our bullish take on the stock in November (note here), in no doubt aided by the current...
566 Views
Sea Ltd (SE US) - E-Commerce Epiphany
All eyes were on Sea Ltd (SE US), South East Asia's biggest market cap company, ahead of the release of its 2Q2020 results yesterday. Revenue...
553 Views