$Sea Ltd(SE)$ At this point of

At this point of time, I'm bullish!

Sea stock price should have reached its bottom, and though investors may feel disappointed on its slowing growth (perhaps majority on new digital bank business, not too muxh on the main gaming & e-commerce ones), I interpret Q2 results as strong improvements on profit, EPS and operation excellence during volatile period like this.

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Comments

shunyan
2023-08-16
shunyan
U clearly don't know why investors are disappointed
- shunyanReplyCogaimuahe:
  Ecomm topline growth and profitability lack visibility is the main concern now. Forrest Li himself voluntarily said in ytd's webcast that SEA will increase investment into growth and this MAY lead to short term losses at the group level. Reason to resume growth is because of competition in ASEAN
- Cogaimuahe:
  It’s my own view as one of the investor based on what happened. Clearly you have different standpoint, What’s your view on this topic then?
Cogaimuahe
2023-08-16
Cogaimuahe
Well, truly bullishhhhhhhhh

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