Sea Ltd

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4 articles for Sea Ltd

Baby Amazons were clear winners of the pandemic, but a sell-off is brewing

Emerging markets e-commerce players, or Baby Amazons, were the unquestioned winners of 2020. Some Baby Amazons have produced returns that even their strongest backers would never have dreamt of — Jumia rose 468% in 2020 and 15x from the depths of Mar...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 7 January 2021
Baby Amazons were clear winners of the pandemic, but a sell-off is brewing
Baby Amazons were clear winners of the pandemic, but a sell-off is brewing

Sea Ltd's digital banking foray will worsen cash burn

Sea Ltd (SE US) has won a digital banking license in Singapore. Sea will be one of the four digital banks in Singapore. Established banks such as DBS and Standard Chartered are also making a foray into digital banking. The competition will be intense...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 7 December 2020
Sea Ltd's digital banking foray will worsen cash burn
Sea Ltd's digital banking foray will worsen cash burn

Grab and Gojek merger is a body blow for Sea

Two ASEAN tech titans – Grab and Gojekm, which both run ride-hailing, food delivery, e-commerce and payments platforms – have made progress in cementing a merger, according to Bloomberg. The two brands would operate concurrently. The Gojek-Grab merge...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 3 December 2020
Grab and Gojek merger is a body blow for Sea
Grab and Gojek merger is a body blow for Sea

Will Casper haunt EM E-commerce?

Casper (CSPR US), an online mattress company, is aspiring to awake the US IPO market from its slumber. Casper, which is named after the "friendly ghost" cartoon character, is the first major IPO of 2020. The issue comes on the heels of several poor s...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 16 January 2020

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Singapore
Asia
Semiconductors & Semiconductor Equipment
About
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.

Associated topics

Nirgunan Tiruchelvam Singapore Asia Equity Semiconductors & Semiconductor Equipment Sea Ltd Information Technology SE US Consumer Discretionary Spotlight US Indonesia Sea China