$Sea Ltd(SE)$ During the last

During the last earnings call, the crucial information highlighted was an increase in the GMV (Gross Merchandise Value) guidance and the projection that Shopee will achieve profitability by Q3. Additionally, the company will concentrate on monetizing its digital advertising business. Part of my investment thesis is that Shopee will generate substantial profits once it fully develops its digital ads segment, as evidenced by the significant success and profitability of similar businesses like Amazon $Amazon.com(AMZN)$ . The company is now prioritizing this area, and the positive impacts are expected to materialize within quarters rather than years. Consequently, I anticipate that SE will continue to deliver positive surprises and outperform expectations over the next 12 months.

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