Sea Limited

🌐 Emerging Market Stock Picks (May 2025)

Plus asking DeepSeek for some insights about the Indonesia, Malaysia, Singapore, Thailand, UAE, South Africa & Mexico stocks covered in this post, etc.

Jun 7

🌐 Emerging Market Stock Picks (April 2025)

Bank Rakyat, Vale Indonesia, Unilever Indonesia, Telkom Indonesia, Wilmar, Genting Singapore, SEA Ltd, Krung Thai Bank, Siam Cement, Charoen Pokphand…

May 9

🌐 Emerging Market Stock Picks (Mid-March 2025)

Testing Grok AI + GoTo Gojek, Mayora Indah, IFAST, SembCorp Industries, SEA Ltd, Singtel, Grindrod, Alsea, Fomento Economico Mexicano, Genomma Lab…

Mar 14

Can Temu Take on Amazon.com & the Rest of the World?

Amazon may regret giving up the “sinking markets” (less than $40 orders) to the Chinese; what's wrong with US Big Tech; & my experience ordering from…

Apr 26, 2024

Morningstar Hong Kong & Singapore Stock of the Week (Q2 2023)

I-Mab Biopharma, Kuaishou, PDD vs. JD.com, Link REIT, Shenzhou International, Grab vs. SEA, Sands China, Tencent, Country Garden Services, Singapore…

Jul 13, 2023

Business Day TV Daily Stock Picks (June 2023)

Antofagasta, Impala Platinum Holdings, Anglo American Platinum, Standard Bank, Nedbank, Firstrand, ABSA, CRESUD, Bidvest, Telkom, Sea Limited, Ping AN…

Jul 9, 2023

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