$Sea Ltd(SE)$ During the Q&A s-To The Moon - Tiger Brokers Online Investing Community - To The Moon

During the Q&A session of the conference call , the harsh realities hidden behind the rhetoric begin to emerge one by one.

When Monee's amazing growth was explained by Tony Hou, the whole system's variation was nowhere to be hidden. He acknowledged that the expansion of loan size stemmed from a fundamental shift in strategy, and that the company would shift its customer acquisition approach from the strict whitelist system to a more relaxed "All can apply" model, and gradually extended SPayLater and personal cash loans to markets.

Sea Rebounds from 16% Plunge! Is it Oversold Post-Earnings?

Sea has hit a turbulent patch, with its stock price plunging over 16% following its latest earnings release. While the tech giant delivered a robust US$6.9 billion in revenue (up 38.4% YoY), it fell short on the bottom line—reporting an EPS of $0.63, missing the consensus estimate of $0.80. "Golden Trio" showed resilience: Shopee saw GMV jump 28.6% to $36.7 billion, Monee surged 54.3%, and Garena's EBITDA grew 25.6%. Can Sea’s diversified ecosystem offset the rising costs of e-commerce warfare? Will the stock find support, or is the path to recovery blocked by the EPS miss?

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