Sea's Share Buyback Plan Could Be Near-Term Catalyst -- Market Talk

Dow Jones11-18

0333 GMT - Sea's up to $1 billion share buyback plan may a near-term catalyst, says Maybank Securities' Hussaini Saifee in a note. Such buybacks have boosted companies' share prices, with stocks rerating an average 20% within six months of share buyback announcements, he notes. Still, the analyst says Sea's buyback plan is "meaningful but not large" relative to the Singapore-based technology company's $90 billion market capitalization and its average daily trading value of $700 million. Its e-commerce margin recovery is likely to slow next year, while financial services and games margins could decline, he says. The analyst awaits more clarity on Sea's margin trajectory. Maybank Securities maintains its hold rating and $156.00 target price on Sea, which closed 3.5% higher at $145.75. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

November 17, 2025 22:33 ET (03:33 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2584607816?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-18 11:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2584607816","market":"hk","top_or_hot":-1,"title":"Sea's Share Buyback Plan Could Be Near-Term Catalyst -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0333 GMT - Sea's up to $1 billion share buyback plan may a near-term catalyst, says Maybank Securities' Hussaini Saifee in a note. Such buybacks have boosted companies' share prices, with stocks rerating an average 20% within six months of share buyback announcements, he notes. Still, the analyst says Sea's buyback plan is \"meaningful but not large\" relative to the Singapore-based technology company's $90 billion market capitalization and its average daily trading value of $700 million. Its e-commerce margin recovery is likely to slow next year, while financial services and games margins could decline, he says. The analyst awaits more clarity on Sea's margin trajectory. Maybank Securities maintains its hold rating and $156.00 target price on Sea, which closed 3.5% higher at $145.75. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 17, 2025 22:33 ET (03:33 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea's Share Buyback Plan Could Be Near-Term Catalyst -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea's Share Buyback Plan Could Be Near-Term Catalyst -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-18 11:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0333 GMT - Sea's up to $1 billion share buyback plan may a near-term catalyst, says Maybank Securities' Hussaini Saifee in a note. Such buybacks have boosted companies' share prices, with stocks rerating an average 20% within six months of share buyback announcements, he notes. Still, the analyst says Sea's buyback plan is \"meaningful but not large\" relative to the Singapore-based technology company's $90 billion market capitalization and its average daily trading value of $700 million. Its e-commerce margin recovery is likely to slow next year, while financial services and games margins could decline, he says. The analyst awaits more clarity on Sea's margin trajectory. Maybank Securities maintains its hold rating and $156.00 target price on Sea, which closed 3.5% higher at $145.75. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 17, 2025 22:33 ET (03:33 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0499858438.USD","symbol_name":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2584607816","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2584607816","pubTimestamp":1763436780,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0333 GMT - Sea's up to $1 billion share buyback plan may a near-term catalyst, says Maybank Securities' Hussaini Saifee in a note. Such buybacks have boosted companies' share prices, with stocks rerating an average 20% within six months of share buyback announcements, he notes. Still, the analyst says Sea's buyback plan is \"meaningful but not large\" relative to the Singapore-based technology company's $90 billion market capitalization and its average daily trading value of $700 million. Its e-commerce margin recovery is likely to slow next year, while financial services and games margins could decline, he says. The analyst awaits more clarity on Sea's margin trajectory. Maybank Securities maintains its hold rating and $156.00 target price on Sea, which closed 3.5% higher at $145.75. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","LU2238330802.EUR":"AZ EQUITY - ASEAN COUNTRIES \"AAZ\" (EUR) ACC","LU1861217088.USD":"贝莱德金融科技A2","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","BK4085":"互动家庭娱乐","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999013478.USD":"利安新加坡股息基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","SE":"Sea Ltd","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2008162690.USD":"FIDELITY FUNDS - ASIA PACIFIC OPPORTUNITIES \"A\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","BK4220":"综合零售","LU0048573645.USD":"富达东盟基金","BK4554":"元宇宙及AR概念","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU2125910849.SGD":"Natixis WCM Global Emerging Markets Equity R/A SGD","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC"},"translate_title":"Sea的股票回购计划可能成为近期催化剂——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SE":0.9},"content_text":"0333 GMT - Sea's up to $1 billion share buyback plan may a near-term catalyst, says Maybank Securities' Hussaini Saifee in a note. Such buybacks have boosted companies' share prices, with stocks rerating an average 20% within six months of share buyback announcements, he notes. Still, the analyst says Sea's buyback plan is \"meaningful but not large\" relative to the Singapore-based technology company's $90 billion market capitalization and its average daily trading value of $700 million. Its e-commerce margin recovery is likely to slow next year, while financial services and games margins could decline, he says. The analyst awaits more clarity on Sea's margin trajectory. Maybank Securities maintains its hold rating and $156.00 target price on Sea, which closed 3.5% higher at $145.75. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 17, 2025 22:33 ET (03:33 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2584607816","isCrawlerRequest":true}