@WayneEvans:$Sea Ltd(SE)$ "We see SEA to continue to experience challenges in top-line growth because of inflation, competition with TikTok, and weak performance of Free Fire. Yet, the losses will be better managed." - Shawn Yang (Blue Lotus Research Institute)Key Points:* We estimate SEA’s 4Q22 revenue to be largely in line with cons., while non-GAAP net loss to be narrower than cons. * We see SEA to continue to experience challenges in top-line growth because of inflation, competition with TikTok, and weak performance of Free Fire. Yet, the losses will be better managed.* We slightly raise SE’s TP by 6% to US$55 to reflect 4Q22’s margin beat, yet maintain SELL because of the mid-to-long-term challenges.

@BenjiFuji:France beats Morocco 2-0 with a spectacularchance to be a World Cup defending champion. If they win, they would have replicated Brazil's historical success. Morocco fought well. Unfortunately their strong crowd support could not overcome the slew of injuries that they accumulated. Will France lift the World Cup once more? Or will Argentina get the World Cup and elevate Messi to the god level of Diego? [Glance]  I am hoping for an Argentina win. How about you? Meanwhile Pele has been diagnosed to be ill and incurable. The football world has not forgotten him and has sent him their prayers. Hopefully he will get to watch the last World Cup alive. [What]  @TigerStars 

@HLPA:$Tesla Motors(TSLA)$ TSLA moved up 7.67% trsding from a low of 189.63 to close at 194.70. Elon Musk has more or less turned sensible after the Twitter saga and this looks good for TSLA. Jerome Powell has passed comments which may likely give investors a santa claus rally. TSLA looks to test the 200 level again in the next two trading sessions. If it breaks 200 neatly, 220 may be the next high.