Report
EUR 93.41
For Business Accounts Only
We have previously covered the IPO and the 2018 placement in:
-Sea Ltd Placement - Capitalizing on Momentum
-Sea Ltd IPO - E-Commerce Constitutes 64% of SOTP Valuation
-Sea Ltd IPO - A Pure Exposure to SE Asia's E-Commerce & Gaming Despite Stiff Competition
Sea Ltd Trade Idea - Time to Shine - Market Discounting E-Commerce to Almost Zero
Global markets roiled as the coronavirus situation continues to worsen across the world. Amidst the sell down, Sea Ltd (SE US) caught our attention. We think that valuation at this level is worth building a position for a bounce in the short to mid-term.We have previously covered the IPO and the 2018 placement in:
-Sea Ltd Placement - Capitalizing on Momentum
-Sea Ltd IPO - E-Commerce Constitutes 64% of SOTP Valuation
-Sea Ltd IPO - A Pure Exposure to SE Asia's E-Commerce & Gaming Despite Stiff Competition
Underlying
Sea ADS
Provider
Aequitas Research
Aequitas Research is a leading ECM research firm with a focus on IPOs and placements/follow-on offerings across the Asia Pacific with deal size of over USD100m.
Since 2015, we have covered 400+ IPOs and 450+ placements with a hit rate of 73% and 65%, respectively. We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic analysis.
Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis. We also provide a more quant driven analysis on placement/follow-on offerings.
Markets that we cover include:
Hong Kong,
China ADRs,
India,
Japan,
Australia, and
ASEAN.
Hong Kong,
China ADRs,
India,
Japan,
Australia, and
ASEAN.
Zhen Zhou Toh
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