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$Shopify(SHOP)$ Shopify's stock is currently trading around $85.55. Recent Performance the stock has seen a strong performance recently, rising by over 11% in the past week. Analysts expect Shopify's upcoming earnings report to show continued growth, with revenue estimates around $2.93 billion for Q3 2024. As for the Valuation Shopify has a forward P/E ratio of 78.92, which is higher than the sector median of 25. Most analysts have a positive outlook, with price targets ranging from $79.45 to $120.09. Shopify constant currency revenue is expected to have increased by 23%, maintaining a consistent growth rate as seen in the previous four quarters. The adjusted operating margin is anticipated to have remained stable, as Shopify invests heavily in ma

$Sea Ltd(SE)$ released its Q2 2024 earnings before the bell on November 12, 2024 and jumped 10% on the dayOverall it was an excellent quarter of performance, with financial and operational metrics above expectations across the board, especially in the e-commerce and financial businesses.Shopee is at a critical point in its turnaround, Seamoney is making rapid progress in its BNPL business, and Garena's gaming business, while still going through a cycle, has been anticipated by the market for some time.Based on the current trend of margins (5% operating profit), the company is expected to achieve to reach a stable level of profitability sooner than expected, and with the PE expected to be under 30x in 2026, it has to be said that investor optimism is

Southeast Asia’s leading tech giants, $Grab Holdings(GRAB)$ and $Sea Ltd(SE)$ Sea Ltd (SE), recently reported impressive earnings that exceeded market expectations. Thanks to strong growth in Q3, both companies sparked significant investor interest, with their stock prices rising by 11% and 10% respectively after the earnings report.While many analysts have already shared their views on the earnings, today I want to focus on the investment opportunities in Southeast Asia and explain why Southeast Asia ETFs provide an easy way for investors to tap into the region's growth potential.Why Invest in Southeast Asia Market ETFs?Southeast Asia is experiencing strong growth, particularly in e-commerce, digital finan

$Spotify Technology S.A.(SPOT)$ reported Q3 earnings on November 12 that showed a significant earnings beat, driving shares up nearly 7% after hours.Spotify's market performance has been steady and strong in the global music and audio streaming market.Exceeding expectations performance boosted market confidenceTotal revenues of €3.99 billion, below analysts' expectations of €4.03 billion;Earnings per share (EPS) of $1.89, in line with Wall Street expectations;Monthly Active Users (MAUs): the number of monthly active users grew 11% year-over-year to 640 million, above market expectations;Premium subscribers: the number of premium subscribers grew 12% year-over-year to 252 million, above market expectations.Q3's financial results exceeded market exp

What You Should Know Before Sea's Q3 Earnings Southeast Asia's leading online shopping company, $Sea Ltd(SE)$  , is expected to release its Q3 2024 earnings report on November 12, 2024, before the market opens. Market expectations for the company's financial performance in Q3 2024 are as follows: The company is projected to achieve a revenue of $4.08 billion, representing a year-over-year increase of 23.32%. Consensus EPS is expected to be $0.26 and the average price target is $104.50, suggesting a potential price increase of 9.57%. Since hitting a low in January, Sea's stock price has rebounded by 175%, and investors have high hopes for the upcoming Q3 earnings report. Sea is set to announce its financial results

I've been supportive of SEA for some time and through tough times. It has become one of the more profitable stocks in my portfolio currently. I suppose strong players in e-commerce remains attractive to me, recently began investing in United e-comm fund as well.

GAMING and e-commerce player Sea reported a US$153.3 million net profit for Q3 2024, reversing from a US$144 million loss a year ago, and marking a second consecutive quarter in the black. The figure beat estimates from a Bloomberg poll of 13 analysts, which projected a net profit of US$128.6 million. Revenue for the quarter also rose 30.8 per cent to US$4.3 billion from US$3.3 billion in Q3 2023 $Sea Ltd(SE)$  $Sea Ltd(SE)$  

Shopify’s growth prospects are strong, with earnings driven by expanded Merchant Solutions, increasing international reach, and improved profitability from high-margin services. Cross-selling, enterprise adoption, and a favorable e-commerce shift further support Shopify’s revenue potential, though competition and economic factors remain as challenges.

Strong growth in its merchant base is driven by tools like Shop Pay, Shopify Payments, and Shopify Capital, which are attracting new merchants amid economic challenges.The company is also investing in modern e-commerce solutions, including AI integration with Shopify Magic and enhancements like Shopify Checkout for secure payment options. $Shopify(SHOP)$

Chase the hype and bulls? Neh, if u miss the boat wait for the next one. Dont chase the euphoria. But if u are already in the ride, congratulations! 

$Sea Ltd(SE)$’s rally appears to have priced in strong revenue for the latest quarter, Morgan Stanley analysts wrote in a note in October. Margins in the e-commerce business “may be lower than buy-side expectations, which may lead to the stock giving up some of the recent gains”.

Good results on estimates will help Shopify in the near term strong growth and end of year trades can push it along

the stock is finally down. Perhaps it is time to make ur purchase after a soaring 1 week

$Sea Ltd(SE)$ Shopee has shown success this year in fending off rival services, from ByteDance’s TikTok and Alibaba’s Lazada to Shein and PDD Holdings’ Temu. That has helped Sea win back investors after a two-year decline in its share price.

Shopify appears to be shifting from an ecommerce platform to more of a marketplace.I've used Shopify for several years and feel they are increasingly prioritizing their features and branding over the needs of ecommerce retailers.