Weibo (WB): Revenues Slowed Down Significantly in 4Q2018, Failed in Transition
The advertising revenues slowed down significantly in 4Q2018. We believe the content transition from politics to entertainment was not as good as...
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Sea Ltd (SE US): Placement a Good Opportunity to Enter an Attractive Story
Last Friday, Sea Ltd (SE US)Â unveiled plans to raise around $1 billion (based on the closing price on 28 February) through an underwritten public...
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Sea Ltd Placement -Â Capitalizing on Momentum
Sea Ltd (SE US) is looking to raise about US$1.2bn in its upcoming placement. It will be larger than its IPO in 2017, which raised about...
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HK Connect Discovery - February Snapshot (Tencent, COFCO Meat)
This is a monthly version of our HK Connect Weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow weekly. Over...
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Sea Ltd: Follow-On Public Offering an Opportunistic Fundraising?
We evaluate the attractiveness of Sea Ltd's (SE US)Â US$1 bn follow-on public offering announced last Fri. This offering is a typical opportunistic...
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