Sea Ltd IPO Review - E-Commerce Constitutes 64% of SOTP Valuation
Sea Ltd (SE US) is raising approximately US$600m in its upcoming IPO.In our previous insight, Sea Ltd IPO Review - A Pure Exposure to SE Asia’s...
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Negatives Mostly Factored In, but Can SingPost Deliver Fast Enough (Part 1)?
SingPost’s share price is at a three-year low, and much of the price movement has been explained in the latest results and my article last year...
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Alibaba Vs. Amazon in Korea
There are increasing indications that suggest that Alibaba and Amazon, the two largest e-commerce companies in the world, are ready to enter the...
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The War of the Worlds (Part 3) - Going Nuclear
The War of the Worlds - Going NuclearJack Ma, Founder of AlibabaNuclear Attack from AlibabaThe news that Alibaba Group Holding Ltd (BABA US) will...
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Alibaba 1Q18 Earnings: All-Around Beat; Core Commerce Surging
What You Need to Know Results beat expectations. Revenue grew 56% YoY to RMB 50.2bn, while adjusted net profit increased 67% YoY to RMB...
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