$Sea Ltd(SE)$’s rally appears

$Sea Ltd(SE)$’s rally appears to have priced in strong revenue for the latest quarter, Morgan Stanley analysts wrote in a note in October. Margins in the e-commerce business “may be lower than buy-side expectations, which may lead to the stock giving up some of the recent gains”.

Shopify and Sea Beat and Jump! Time to Soar Tonight?

Shopify’s stock rose 13% in premarket trading after it beat revenue estimates, driven by AI-powered tools attracting more merchants. Sea, the owner of Shopee, also exceeded revenue expectations with a 30.8% increase to $4.33 billion in Q3, boosted by strong growth in e-commerce, entertainment, and financial services. ------------------ Have you ever bought goods from Shopify or Sea's Shopee? With two giants' earnings beat, will you trade them? What's your target price?

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