CYKuan
2022-05-17

$Sea Ltd(SE)$is a high growth e commerce company. Some of the major projects encountered cessation in 2021 such as expansion in Brazil and India, coupled with the increase in interest rate by FOMC, the share price plummeted by more than 80% since last year. Q1 2022 earning might not performed well in earning per share segment but it is as expected, the share price sure will be penalised by the investors. The share price might expected to drop with magnitude roughly 5-6%, but not more than this. Because fundamental value is around this level. 

However, expect to have more new strategies from $Sea Ltd(SE)$as the management is not hindered by this pullbacks and continue with new marketing strategies and continuous P2P promotions. Thus it is still in my position with >80% paperloss. But I am sure the share price will roar after this period. Let's go through this storms hand in hand, because together we're better [Great]

@TigerEvents @Tiger_Earnings@Daily_Discussion

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Comments

  • setia100
    2022-05-17
    setia100
    Don't allow your emotions to make your decisions❗In the bear trend, growth can be ignored. 🤔
    • setia100ReplyCYKuan: 
      Agreed. I used the wrong word. Thousands apologies 🙏
    • CYKuanReplysetia100: 
      [shy] not to mention [smile] let's get through this low tide together [ShakeHands]
    • CYKuan: 
      Not to say growth will be ignored, but growth will be overshadowed by the negative market sentiment
  • MortimerDodd
    2022-05-17
    MortimerDodd
    Investors need the company management to give them confidence now.
    • CYKuan: 
      Yes, couldn't agree more. Let's sit still and waiting for the earnings [Cool]
  • DonnaMay
    2022-05-17
    DonnaMay
    I think SE is close to the bottom.
    • chaicka: 
      Look Q4Y2019…[Thinking]
    • CYKuan: 
      Yes, is near fundamental value
  • HilaryWilde
    2022-05-17
    HilaryWilde
    SEA's fundamentals are not as solid as I thought at first.
    • CYKuan: 
      Considering SE is a high growth company, its FA is fair. Of course inferior than those matured company. As for now, it still worth to put in watchlist and monitor any changes in FA fr earning report
  • EvanHolt
    2022-05-17
    EvanHolt
    I hope things really work out the way you want them to.
    • CYKuan: 
      yes, let's monitor together [smile] Blessing is the most precious gift
  • 许哲东
    2022-05-17
    许哲东
    yes，but it's valuation too high
    • CYKuan: 
      at this market trend, yes it is.
      But when the market rebound, it will definitely fly to always High
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