Sea Ltd (SE US) - The Runway Just Got Longer
Sea Ltd just announced a US$6.8bn fundraise which gives the company a war chest of US$13bn to expand both geographically and into new areas such as...
483 Views
SEA Ltd Placement -Momentum Is Very Strong but Last Deal Didn’t Do Well and It Doesn’t Need the Cash
Sea Ltd (SE US) plans to raise around US$3.5bn via an equity offering, along with another US$2.5bn via a convertible offering. The company last...
542 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, Bukalapak, and MNCN's Digital Edge
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
299 Views
JD Health (6618 HK): Be Careful of Amazon Style Accounting
We believe JD Health will follow the accounting of JDc.om, which is the originated by Amazon. We believe service is the main business, although...
415 Views
S&P500 Index Rebalance: Swiping Right on Match
There are 3 changes to the S&P500 that will be implemented at the close on 17 Sep. There are changes to the S&P400 & S&P600 as well. There will be...
526 Views