bernardtayet
2022-05-17

$Sea Ltd(SE)$ earnings is likely to fall by more than 5%. Too many factors negatively contribute to it. Gaming and e-commerce businesses are greatly negatively affected by border reopening and covid 19 loosening restrictions.

India 's bạn on its mobile game, Free Fire is another contributor to lesser revenues, through it may be good for its high cash burn rates, at least it may lessen it.  But the shutting down of its online shopping business in India is a negative factor for its growth.

High inflation, supply chain disruptions, rates hikes further cemented its possible decline in earnings, besides lesser user engagement programmes and promotions. 

Hope to see better results in next quarterly earnings. 

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Comments

  • CynthiaVogt
    2022-05-17
    CynthiaVogt
    I think those macros and fundamentals will still have a huge impact on SE.
    • bernardtayet: 
      Recently many excellent companies are directly or indirectly affected by adverse macroeconomic and geopolitics. SEA is no exception. It should rise when normalcy returns.
  • CY09
    2022-05-17
    CY09

    It will continue to make 500 million losses per quarter but its not a worry. The company has equity to burn through and investors to raise money. 

  • Dollydolly
    2022-05-17
    Dollydolly
    let's hope the management team will have good decisions and save its earnings!
  • Ghuna
    2022-05-18
    Ghuna
    slowly but surely
  • JoanneSamson
    2022-05-17
    JoanneSamson
    Surely, we all hope to see better results. But why I feel it probably would be negative net income ag
  • Mr Charles
    2022-05-18
    Mr Charles
    please like
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