SEA Limited (SE) is a leading global consumer internet company founded in Singapore. SEA was initially founded as Garena Interactive Holding Limited – until now a leading global online games developer and publisher company known for its ‘Free Fire’ blockbuster game – before it changed its name to SEA Limited in 2017. The company operates primarily in Indonesia, Taiwan, Vietnam, Thailand, the Philippines, Malaysia, and Singapore. Continue reading “SEA – A Turnaround With Many Risks”
Ali Health – Digitalizing Healthcare
Alibaba Health Information Technology Ltd (0241.HK), also known as Ali Health, is a healthcare information and content service provider in China. The company is primarily engaged in the pharmaceutical self-operated business, the operations of a pharmaceutical e-commerce and consumer healthcare services platforms, the provision of tracking services, and other innovative health services in China. Continue reading “Ali Health – Digitalizing Healthcare”
GDS Holdings – Riding the Cloud Computing Wave
GDS Holdings Ltd (GDS) is a leading developer and operator of high-performance data centers in China. The company runs data centers in China’s economic hubs such as Shanghai, Beijing, Shenzhen, Guangzhou, Chengdu, and Hong Kong. Continue reading “GDS Holdings – Riding the Cloud Computing Wave”
SEA – How Much Is Still In?
Sea Limited (SE) is a leading internet platform provider in Greater Southeast Asia with key markets in Indonesia, Taiwan, Vietnam, Thailand, the Philippines, Malaysia, and Singapore. The company’s three businesses, Garena, Shopee, and AirPay, provide digital entertainment, e-commerce, and digital financial services. Continue reading “SEA – How Much Is Still In?”
Baozun – Strong Growth Ahead?
Baozun Inc. (BZUN) is the leading e-commerce solutions provider in China. The company helps its now 200 multinational brand customers to execute their e-commerce strategies in China. The company’s one-stop services cover all aspects of the e-commerce value chain, such as IT solutions, store operations, digital marketing, customer services, warehousing, and fulfillment in China. Continue reading “Baozun – Strong Growth Ahead?”
Samsung SDI – Investing in Key Technologies
Samsung SDI Co. Ltd (006400.KS) is a leading manufacturer of rechargeable batteries for the IT industry, electric cars, and energy storage systems. The company furthermore produces cutting-edge materials used to manufacture semiconductors, displays, and solar panels. Continue reading “Samsung SDI – Investing in Key Technologies”