moonzo
2023-11-10

$Sea Ltd(SE)$

I am long SE. But this is why SE may be down recently. Bloomberg came out with this article titled "Sea, Grab Face Slowest Southeast Asia Online Growth in Years". E-Commerce will only grow 11% this year. But I think this is priced in as the consensus forecast of topline growth for this year is only 3% and 11% next year.

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