$Sea Ltd(SE)$ It's impressive how much SE has fallen from grace. While I am still holding on position in SE at the moment I do believe that this stock has a modest upside at the current price. It's worth a consideration for a speculative position. None of its competition is new. SE is the dominant player in its markets, off course it won't grow as fast as someone just starting out and burning billions! SEA has challenges, certainly, will require patience no doubt, but as a long term perspective, i dont see how not to be long on SE. I will keep buying. Great long opportunity. I had been buying Sea Ltd since it dropping. I have faith and confidence in this company. The 3 business models for gaming, e-commerce and digital banking are making profit now. Therefore, I do not see why the stock price will not be going up. You must keep for long term and you can see the price shot to the moon. Give me a like to support me.@Fenger1188 @nizam brown @KryZ @LMSunshine @valentia @Jojo0199
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但总的来说，我认为4Q的业绩将比第三季度更强，因为他们不必在印度的营销上花费太多，并从11.11开始提升。DFS的增长和DE的稳定可能会进一步帮助SEA。意想不到的催化剂将是马来西亚甚至越南的抖音商店禁令。
但整体利率环境对SEA来说是一大打击。因此，估值仍将下降一段时间。但与该地区的Grab和其他消费科技产品相比，SEA确实便宜