$Sea Ltd(SE)$ SE should hit at least $120 based on inflexion growth from this Q with Shoppee profit growing exponentially, Gaming enjoying coming from the dead with India re-entry a mega catalyst and its digital banking yet to mature with many more years to grow. Probably eating Meli lunch in Brazil as well.
They are branching into insurance too. I believe they will enter into investment world to help the under served segment in the developing but prospering population in SEA.
Expect a 20% upside if the results explodes this quater with another favourable guidance into 4Q. The partnership with YouTube has a major upside potential yet to be factor in.
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