Antitrust? How Will Sea Move?

Indonesia's antitrust agency said Monday it was probing local units of e-commerce giants Shopee and Lazada for potential breaches of anticompetition rules. ------------- What's your target price for Sea? How will Sea move on the news?

avatarLiverpoolRed
09-29
$Sea Ltd(SE)$  $SE 20250117 45.0 PUT$  $SE 20251219 40.0 PUT$  I have faith and confidence in this company. I had been buying Sea Ltd since it dropping. The 3 business models for gaming, e-commerce and digital banking are making profit now. Therefore, I do not see why the stock price will not be going up. You must keep for long term and you can see the price shot to the moon. None of its competition is new. SE is the dominant player in its markets, of course it won't grow as fast as someone just starting out and burning billions! SEA has challenges, certainly, will require patience no
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avatarTiger V
08-15

Sea Ltd’s Resurgence: Gaining Momentum Amid Intense Rivalry

Overview: Southeast Asia Market Revival Sea Ltd $Sea Ltd(SE)$  , the leading eCommerce player in Southeast Asia, has raised its outlook for the Shopee division, signaling stronger-than-expected growth amid fierce competition. The overall market remains vibrant, with significant shifts as new players like TikTok, Lazada, Shein, and Temu enter the fray, each vying for a share of the region's expanding online retail landscape. Shopee’s Strong Performance: A Key Driver Shopee, Sea's main online retailing arm, has projected a mid-20% rise in gross merchandise value (GMV) this year, an upward revision from the earlier forecast of high-teens growth. This adjustment alleviates concerns about Shopee’s competitive edge, par
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Sea Ltd’s Resurgence: Gaining Momentum Amid Intense Rivalry
avatarcanadiankiwi
06-16

DRO.ax

Drone Shield Is $2 a reasonable target? 500 million in back orders Drones are cheap but protecting against drones is not - this is where DRO.ax comes in Target audience is the military AND stadiums/airports. Sell drone survellience equipment and electromagnetic guns. podcast deepdive on DRO here:  https://equitymates.com/episode/droneshield-255-year-to-date-this-company-is-flying-company-deep-dive/
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DRO.ax
avatarLiverpoolRed
06-08
$Sea Ltd(SE)$  I had been buying Sea Ltd(SE)$ since it dropping. I have faith and confidence in this company. The 3 business models for gaming, e-commerce and digital banking are making profit now. Therefore, I do not see why the stock price will not be going up. You must keep for long term and you can see the price shot to the moon. None of its competition is new. SE is the dominant player in its markets, of course it won't grow as fast as someone just starting out and burning billions! SEA has challenges, certainly, will require patience no doubt, but as a long term perspective, I don't see how not to be long on SE. I will keep buying. Great long opportunity. My target price is $80 by end of Sep 2024. Go ahead a
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avatarCSOP AML
06-03

CSOP ETFs Weekly Performance Recap-20240603

•Last week, $CSOP Star&Chinext50 S$(SCY.SI)$ (+0.71% in SGD) and $CSOP DIV ETF S$(SHD.SI)$ (+1.02% in SGD) gained while $CSOP LOW CARBON US$(LCU.SI)$ (-1.42% in USD), $CSOP SEA TECH ETF US$(SQU.SI)$ (-3.15% in USD), and $CSOP S-REITs INDEX ETF(SRT.SI)$ (-0.68% in SGD) fell. •LCU’s losses were mainly driven by IT, consumer discretionary and industrials by sectors. In terms of geography, losses were attributable to China, Japan and South Korea. As for individual stocks, TSMC, Samsung Electronics, Tencent Holdings were primary contributors. TSMC fell amidst f
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CSOP ETFs Weekly Performance Recap-20240603
avatarIykyk
05-29
$Sea Ltd(SE)$  A lot of obstacle to clear.  Sad 
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avatarRobinChanKH
05-19
$Sea Ltd(SE)$  $80 after the earning report. Support SEA!
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avatarSTLoke
05-17
$Sea Ltd(SE)$   After Sea Limited (SE) reported its Q1 earnings, the stock rose 4% in pre-market trading. Despite the earnings per share (EPS) of $0.15 falling short of the analyst estimate of $0.23, the company's revenue of $3.7 billion exceeded the consensus estimate of $3.64 billion. Given this mixed report, the target price for Sea Limited should take into account both the revenue beat and the EPS miss. Analysts might adjust their target prices based on the company's growth potential, market conditions, and future guidance. A specific target price would require a more detailed analysis of these factors. However, the positive market reaction suggests optimism about the company's overall growth trajectory. A rea
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avatarLiverpoolRed
05-15
$Sea Ltd(SE)$  I had been buying Sea Ltd(SE)$ since it dropping. I have faith and confidence in this company. The 3 business models for gaming, e-commerce and digital banking are making profit now. Therefore, I do not see why the stock price will not be going up. You must keep for long term and you can see the price shot to the moon. None of its competition is new. SE is the dominant player in its markets, of course it won't grow as fast as someone just starting out and burning billions! SEA has challenges, certainly, will require patience no doubt, but as a long term perspective, i dont see how not to be long on SE. I will keep buying. Great long opportunity. My target price is above $70 by end of this month. Go ahead
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avatarTiger V
05-15

Is Sea Ltd. Profitability Sustainable?

Overview: Sea Ltd. $Sea Ltd(SE)$  , the parent company of Shopee, announced on Tuesday its first-quarter results ending March 31. The company incurred a net loss of $23 million due to a nearly 50% increase in costs, a significant downturn from the $87.3 million profit reported in the same period last year. Adjusted earnings per share stood at -$0.04, surpassing analysts' estimated -$0.02. E-commerce Segment: Shopee Shines Amidst Challenges In the first quarter, Sea Ltd. witnessed a 23% year-on-year increase in revenue to $3.73 billion, exceeding analysts' expectations of $3.56 billion. Shopee, the company's e-commerce arm, experienced a 33% growth in revenue to $2.7 billion, surpassing analysts' projections of $2.
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Is Sea Ltd. Profitability Sustainable?
avatarAlex Puffin On Two Smokes
05-15
$Sea Ltd(SE)$  70+ is say 
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avatarMaverickWealthBuilder
05-15

Mixed Q1 makes Sea's Dilemma Continues?

$Sea Ltd (SE)$ Q1 results A mixed bag, with significant revenue growth on the one hand and a sharp decline in profits on the other.In terms of overall results, the company reported total revenues of $3.73 billion, up 22.8% year-over-year, beating the consensus estimate of $3.56 billion; however, the net loss of $23 million was significantly lower than the net profit of $87.3 million in the same period last year; while adjusted EBITDA of $401 million was down 21% year-over-year, but still better than the consensus estimate of $222 million.Investment HighlightsE-commerce company Shopee achieved its highest ever quarterly order intake, GMV and revenue. This included a 33% year-on-year increase in revenue of $2.7 billion, above the consensu
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Mixed Q1 makes Sea's Dilemma Continues?
avatarKiddyTY
05-15
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avatarJames107
05-15
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avatardeadpooool
05-14
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avatarCYberviRus
05-14
$Sea Ltd(SE)$  reported a decline in credit losses amid mixed first-quarter results that exceeded analysts' estimates. Sea said it's on track to reach its target of a second straight annual profit this year. $C3.ai, Inc.(AI)$  share price has formed a swing low in recent price movements, indicating strength to move higher. $Li Auto(LI)$  gapped up and retraced back into the gap in recent price movements. It could be due to reverse and move higher. $iQiyi Inc.(IQ)$  share price has formed a swing l
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avatarwhatstudiomesin
05-14
$Sea Ltd(SE)$  "Like doesn't mean you have to have it, that's what I felt when I opened Shopee." #Shopee #Sea #FreeFire #SeaBank
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avatarkm8989
05-13
$Sea Ltd(SE)$  shopeeeeee
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avatarSamlunch
05-13
$Grab Holdings(GRAB)$   $Sea Ltd(SE)$   At about 14 yrs old, $MELI held about $200M in cash on its balance sheet At about 14 yrs old, $SE holds $8.5B+ in cash on its balance sheet This is what I mean when I say $SE's cash hoard is genuinely massive (and it's growing because the conglomerate is FCF positive now) Anyone in SEA recognises the fact that $SE is already a powerhouse at the moment and will likely dominate for years to come, alongside $GRAB. The market undervaluation is purely out of ignorance. $SE CEO Forrest Li shared, in his recent letter to employees, that, via the implementation of AI tech in service of customers, Sea Ltd.
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avatarorsiri
05-13

SEA Limited: A Promising Catch or a Red Herring?

As the Q1 earnings reveal for SEA Limited ($Sea Ltd(SE)$) looms on the horizon (May 14, to be precise), the investment community is abuzz with speculation. Will this Southeast Asian tech giant continue its upward trajectory, or will it disappoint like a poorly written rom-com? Let's dive in and see if SEA Limited is worth casting your line. The Financials: A Glimmer of Hope or a Mirage? SEA Limited's Financial Journey: Growth, Projections, and Investor Potential The numbers don't lie, but they can certainly be interpreted in various ways. In 2023, SEA Limited reported a revenue of $13.06B, a respectable 4.93% growth. But the real showstopper was the company's transition from a net loss in 2022 to a net income of $162.7 million in 2023. It's like wat
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SEA Limited: A Promising Catch or a Red Herring?