$Sea Ltd(SE)$ now trades at 38

2023-04-07

$Sea Ltd(SE)$ now trades at 38x 2024 P/E.

Arguably, the way to value $SE has changed. This is due to its first ever quarter of positive EBITDA and net income.

But also, the higher multiples the market is willing to give $SE given the strong execution and management.

And lastly, because $SE demonstrated its ability to be self-sufficient and prioritize long-term growth in this macro environment.

图像

Nice work. The SE ability to turn profitable overnight was something being overlooked by the market. Pivot to profitability definitely a big change. Focus going forward will be on increasing the value of existing customers rather than customer acquisition imo

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Comments

vodkalime
2023-04-08
vodkalime
thank for sharing
HENRYCSC
2023-04-09
HENRYCSC
Like
Brando741319
2023-04-09
Brando741319
Ok
HENRYCSC
2023-04-09
HENRYCSC
Like
FFX
2023-04-08
FFX
Up!
Cris0
2023-04-08
Cris0
K

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