LengPiou personal page - To The Moon

LengPiou

LengPiou

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2025-02-22

$IFAST(AIY.SI)$ baby go!!!

03-02 09:35

$Boustead(F9D.SI)$

02-17

$CapitaLandInvest(9CI.SI)$

2025-02-21

$IFAST(AIY.SI)$ hehe

2022-10-10

👍

Sea Limited: A Defining Moment In Time

2022-05-05

Gg Etsy

Nasdaq Bear Market: 3 Growth Stocks Down 64% (or More) Just Begging to Be Bought

02-24

$Boustead(F9D.SI)$

02-17

$CapitaLandInvest(9CI.SI)$

2022-03-14

Omg

Alibaba Shares Fell Nearly 10% in Hong Kong Market, Tencent Fell Nearly 7%

2025-08-17

$IFAST(AIY.SI)$

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$&nbsp;</a>&nbsp;","listText":"<a 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href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$&nbsp;</a>&nbsp;","listText":"<a 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href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a>&nbsp;","text":"$IFAST(AIY.SI)$","images":[{"img":"https://community-static.tradeup.com/news/738a1802d3def2f36a93699a93b8fd26","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/468509550162192","isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":406155560657408,"gmtCreate":1740186589636,"gmtModify":1740189777762,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a> baby go!!!","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a> baby go!!!","text":"$IFAST(AIY.SI)$ baby go!!!","images":[{"img":"https://community-static.tradeup.com/news/44e30ad64fb0a96cc0f32e1ab50b971a","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406155560657408","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405793858724464,"gmtCreate":1740098284821,"gmtModify":1740098288543,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a> hehe","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a> hehe","text":"$IFAST(AIY.SI)$ hehe","images":[{"img":"https://community-static.tradeup.com/news/c8d94406a6204401ce85d5033b8039bd","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/405793858724464","isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569374301908252","authorId":"3569374301908252","name":"Supertooth","avatar":"https://static.tigerbbs.com/61f9dd5a09490dcc3db856532e674755","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3569374301908252","idStr":"3569374301908252"},"content":"Slight pullback these few days but I am seeing in next q for results to be good from IGB perspective. All banks Huat now","text":"Slight pullback these few days but I am seeing in next q for results to be good from IGB perspective. All banks Huat now","html":"Slight pullback these few days but I am seeing in next q for results to be good from IGB perspective. All banks Huat now"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405793647018608,"gmtCreate":1740098233135,"gmtModify":1740098237426,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a>&nbsp;","text":"$IFAST(AIY.SI)$","images":[{"img":"https://community-static.tradeup.com/news/fa6384134306673b1c72f506e2a3c78f","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405793647018608","isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":288631647072496,"gmtCreate":1711499357515,"gmtModify":1711499360037,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288631647072496","repostId":"288216170033304","repostType":1,"repost":{"id":288216170033304,"gmtCreate":1711387125366,"gmtModify":1711551002040,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740637684170","idStr":"4102740637684170"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> only four trading days this week. Many traders on the FOMC last week shunned options expiring this week and opted for options expiring this week, sensing that competition would be intense on Thursday. The first open strike price this week for calls is 1000 and 950, and puts are 900 and 930. If I were a market maker the optimal solution would be to stabilize the stock at around 950 and kill the remaining three.It is worth mentioning that there are fewer open positions for options expiring next week, but you can guess that the highest open call price is still 1000. <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Apple Put strike open interest has not deteriorated further, or 160, but there is no bullish sign, and the cal","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> only four trading days this week. Many traders on the FOMC last week shunned options expiring this week and opted for options expiring this week, sensing that competition would be intense on Thursday. The first open strike price this week for calls is 1000 and 950, and puts are 900 and 930. If I were a market maker the optimal solution would be to stabilize the stock at around 950 and kill the remaining three.It is worth mentioning that there are fewer open positions for options expiring next week, but you can guess that the highest open call price is still 1000. <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Apple Put strike open interest has not deteriorated further, or 160, but there is no bullish sign, and the cal","text":"$NVIDIA Corp(NVDA)$ only four trading days this week. Many traders on the FOMC last week shunned options expiring this week and opted for options expiring this week, sensing that competition would be intense on Thursday. The first open strike price this week for calls is 1000 and 950, and puts are 900 and 930. If I were a market maker the optimal solution would be to stabilize the stock at around 950 and kill the remaining three.It is worth mentioning that there are fewer open positions for options expiring next week, but you can guess that the highest open call price is still 1000. $Apple(AAPL)$ Apple Put strike open interest has not deteriorated further, or 160, but there is no bullish sign, and the cal","images":[{"img":"https://static.tigerbbs.com/5a4112f91f11c86d9d6e0f0f367839cc","width":"1170","height":"2301"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288216170033304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288631611281680,"gmtCreate":1711499349270,"gmtModify":1711499351414,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288631611281680","repostId":"288164668215448","repostType":1,"repost":{"id":288164668215448,"gmtCreate":1711374551680,"gmtModify":1711494601897,"author":{"id":"3527667645834579","authorId":"3527667645834579","name":"OptionsBB","avatar":"https://community-static.tradeup.com/news/f1e0deba0895fb30eee2a3aaec61cd42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667645834579","idStr":"3527667645834579"},"themes":[],"title":"Options Spy | Call options continue to chase the market, bears continue to fight PDD","htmlText":"Europe and the United States are expected to cut interest rates in June, corporate earnings were mixed, and the three major indexes fell slightly.On Friday, March 22, the S&amp;P 500 closed 523.18, down 0.14%. SPY's comprehensive assessment of options on the day showed bullish sentiment, with selling put options ranked first. The first CALL option opened on Friday was <a href=\"https://ttm.financial/OPT/SPY 20240405 529.0 CALL\">$SPY 20240405 529.0 CALL$&nbsp;</a>, the strike price was 529, and the new open position was 40,000 lots due on April 5; The first PUT option opened on Friday was <a href=\"https://ttm.financial/OPT/SPY 20240517 420.0 PUT\">$SPY 20240517 420.0 PUT$&nbsp;</a>, with a strike price of 420 and a new open position of 300,000 lots due on May 17.Bullish open list 1","listText":"Europe and the United States are expected to cut interest rates in June, corporate earnings were mixed, and the three major indexes fell slightly.On Friday, March 22, the S&amp;P 500 closed 523.18, down 0.14%. SPY's comprehensive assessment of options on the day showed bullish sentiment, with selling put options ranked first. The first CALL option opened on Friday was <a href=\"https://ttm.financial/OPT/SPY 20240405 529.0 CALL\">$SPY 20240405 529.0 CALL$&nbsp;</a>, the strike price was 529, and the new open position was 40,000 lots due on April 5; The first PUT option opened on Friday was <a href=\"https://ttm.financial/OPT/SPY 20240517 420.0 PUT\">$SPY 20240517 420.0 PUT$&nbsp;</a>, with a strike price of 420 and a new open position of 300,000 lots due on May 17.Bullish open list 1","text":"Europe and the United States are expected to cut interest rates in June, corporate earnings were mixed, and the three major indexes fell slightly.On Friday, March 22, the S&P 500 closed 523.18, down 0.14%. SPY's comprehensive assessment of options on the day showed bullish sentiment, with selling put options ranked first. The first CALL option opened on Friday was $SPY 20240405 529.0 CALL$ , the strike price was 529, and the new open position was 40,000 lots due on April 5; The first PUT option opened on Friday was $SPY 20240517 420.0 PUT$ , with a strike price of 420 and a new open position of 300,000 lots due on May 17.Bullish open list 1","images":[{"img":"https://community-static.tradeup.com/news/c1728fac41eec4980dcf0cd54feade82","width":"1116","height":"448"},{"img":"https://static.tigerbbs.com/9ce66869a102f269fa4b6ab4aae955b4","width":"2298","height":"718"},{"img":"https://static.tigerbbs.com/bf4b846fdcabe83401e3f63263c9b878","width":"2302","height":"1344"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288164668215448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251452744229040,"gmtCreate":1702427225833,"gmtModify":1702427230876,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/J69U.SI\">$Frasers Cpt Tr(J69U.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/J69U.SI\">$Frasers Cpt Tr(J69U.SI)$&nbsp;</a>","text":"$Frasers Cpt Tr(J69U.SI)$","images":[{"img":"https://community-static.tradeup.com/news/bd5a482c91fa652c78d965b665eff7fb","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251452744229040","isVote":1,"tweetType":1,"viewCount":3327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9943748867,"gmtCreate":1679758340959,"gmtModify":1679758344486,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943748867","repostId":"9943748955","repostType":1,"repost":{"id":9943748955,"gmtCreate":1679757950178,"gmtModify":1679757954584,"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563421686188310","idStr":"3563421686188310"},"themes":[],"htmlText":"Deutsche bank's share price was under significant pressure yesterday and it was kinda recovered towards end of the day.. Even German chancellor had to comment that Deutsche bank is fine to try to mitigate market fear. All in all, it won't be easy given that there is significant concern in the Us banking system that might spread to Europe. Europe with it's many years of quantitative easing is not going to face ecb's rate hike that well... Credit Suisse is just the beginning.. There is no easy way to get out of this decade long problem. Do central banks have a solution if they insist to raise rates rapidly and also withdraw liquidity? I doubt that they have... Liquidity is not going to be withdrawn so rapidly and that's for sure until the banking system has resolved its internal issue. So wh","listText":"Deutsche bank's share price was under significant pressure yesterday and it was kinda recovered towards end of the day.. Even German chancellor had to comment that Deutsche bank is fine to try to mitigate market fear. All in all, it won't be easy given that there is significant concern in the Us banking system that might spread to Europe. Europe with it's many years of quantitative easing is not going to face ecb's rate hike that well... Credit Suisse is just the beginning.. There is no easy way to get out of this decade long problem. Do central banks have a solution if they insist to raise rates rapidly and also withdraw liquidity? I doubt that they have... Liquidity is not going to be withdrawn so rapidly and that's for sure until the banking system has resolved its internal issue. So wh","text":"Deutsche bank's share price was under significant pressure yesterday and it was kinda recovered towards end of the day.. Even German chancellor had to comment that Deutsche bank is fine to try to mitigate market fear. All in all, it won't be easy given that there is significant concern in the Us banking system that might spread to Europe. Europe with it's many years of quantitative easing is not going to face ecb's rate hike that well... Credit Suisse is just the beginning.. There is no easy way to get out of this decade long problem. Do central banks have a solution if they insist to raise rates rapidly and also withdraw liquidity? I doubt that they have... Liquidity is not going to be withdrawn so rapidly and that's for sure until the banking system has resolved its internal issue. So wh","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943748955","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940216606,"gmtCreate":1677943294605,"gmtModify":1677943298443,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"What do u&nbsp;think sats after acquisition of wfs?","listText":"What do u&nbsp;think sats after acquisition of wfs?","text":"What do u think sats after acquisition of wfs?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940216606","isVote":1,"tweetType":1,"viewCount":3508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957449503,"gmtCreate":1677510676603,"gmtModify":1677510680237,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957449503","repostId":"9957440261","repostType":1,"repost":{"id":9957440261,"gmtCreate":1677510466854,"gmtModify":1677510471844,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"htmlText":"Options Market Statistics (2/27): Are Options Traders Betting on a Big Move in AMC Entertainment? Tesla Chief Executive Elon Musk has for years teased the world with his dream of an affordable electric car. This week, fans hope, he will explain what he has in mind - and perhaps how he can afford to build it. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;shares fell over 2.57% last Friday, with option volume of nearly 2.92 million, and calls accounted for 54% of the volume. The 195 calls and 197.5 puts were traded most actively, respectively. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>shares fell over 1.6% last Friday, with option volume of nearly 1.22 million, and puts accounted for 54","listText":"Options Market Statistics (2/27): Are Options Traders Betting on a Big Move in AMC Entertainment? Tesla Chief Executive Elon Musk has for years teased the world with his dream of an affordable electric car. This week, fans hope, he will explain what he has in mind - and perhaps how he can afford to build it. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;shares fell over 2.57% last Friday, with option volume of nearly 2.92 million, and calls accounted for 54% of the volume. The 195 calls and 197.5 puts were traded most actively, respectively. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>shares fell over 1.6% last Friday, with option volume of nearly 1.22 million, and puts accounted for 54","text":"Options Market Statistics (2/27): Are Options Traders Betting on a Big Move in AMC Entertainment? Tesla Chief Executive Elon Musk has for years teased the world with his dream of an affordable electric car. This week, fans hope, he will explain what he has in mind - and perhaps how he can afford to build it. $Tesla Motors(TSLA)$ shares fell over 2.57% last Friday, with option volume of nearly 2.92 million, and calls accounted for 54% of the volume. The 195 calls and 197.5 puts were traded most actively, respectively. $NVIDIA Corp(NVDA)$ shares fell over 1.6% last Friday, with option volume of nearly 1.22 million, and puts accounted for 54","images":[{"img":"https://community-static.tradeup.com/news/4071c9dd3695e0610637ff29c6d9c85d","width":"1080","height":"1551"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957440261","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968622349,"gmtCreate":1669215478181,"gmtModify":1676538168485,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968622349","repostId":"9968665123","repostType":1,"repost":{"id":9968665123,"gmtCreate":1669213921962,"gmtModify":1676538168162,"author":{"id":"9000000000000360","authorId":"9000000000000360","name":"snoozi","avatar":"https://static.tigerbbs.com/baf2072a17d25a1d36d3d9998b259d99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000360","idStr":"9000000000000360"},"themes":[],"htmlText":"Ideally, someone has already collected the car for L8 pro these two days!Besides, why Li Xiang is stronger than Big Mouth. Because Li Xiang really loves cars, likes cars, and is driven by interest.Yu Dazui and He Xinpeng are more interested in the new energy track.One is for interest, the other is for money. inequable. I understand everything.<a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$</a>","listText":"Ideally, someone has already collected the car for L8 pro these two days!Besides, why Li Xiang is stronger than Big Mouth. Because Li Xiang really loves cars, likes cars, and is driven by interest.Yu Dazui and He Xinpeng are more interested in the new energy track.One is for interest, the other is for money. inequable. I understand everything.<a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$</a>","text":"Ideally, someone has already collected the car for L8 pro these two days!Besides, why Li Xiang is stronger than Big Mouth. Because Li Xiang really loves cars, likes cars, and is driven by interest.Yu Dazui and He Xinpeng are more interested in the new energy track.One is for interest, the other is for money. inequable. I understand everything.$Li Auto(LI)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968665123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960759284,"gmtCreate":1668271292348,"gmtModify":1676538035743,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960759284","repostId":"9960750283","repostType":1,"isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988587199,"gmtCreate":1666789278011,"gmtModify":1676537806303,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988587199","repostId":"9988585524","repostType":1,"repost":{"id":9988585524,"gmtCreate":1666788922768,"gmtModify":1676537806260,"author":{"id":"4099364351782360","authorId":"4099364351782360","name":"CYberviRus","avatar":"https://community-static.tradeup.com/news/01a9dd052e60cc14e090e6a5b7323791","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099364351782360","idStr":"4099364351782360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v data-views=\"1\"></v-v> Microsoft reported better than expected results for the&nbsp;quarter ended September 2022 as compared to the corresponding period of last fiscal year.&nbsp; Revenue in Productivity and Business Processes was $16.5 billion and increased 9%. Revenue in Intelligent Cloud was $20.3 billion and increased 20%. Revenue in More Personal Computing was $13.3 billion and decreased slightly. Stock chart showing fake out and broke resistant, bullish for now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v data-views=\"1\"></v-v> Microsoft reported better than expected results for the&nbsp;quarter ended September 2022 as compared to the corresponding period of last fiscal year.&nbsp; Revenue in Productivity and Business Processes was $16.5 billion and increased 9%. Revenue in Intelligent Cloud was $20.3 billion and increased 20%. Revenue in More Personal Computing was $13.3 billion and decreased slightly. Stock chart showing fake out and broke resistant, bullish for now.&nbsp;","text":"$Microsoft(MSFT)$ Microsoft reported better than expected results for the quarter ended September 2022 as compared to the corresponding period of last fiscal year. Revenue in Productivity and Business Processes was $16.5 billion and increased 9%. Revenue in Intelligent Cloud was $20.3 billion and increased 20%. Revenue in More Personal Computing was $13.3 billion and decreased slightly. Stock chart showing fake out and broke resistant, bullish for now.","images":[{"img":"https://community-static.tradeup.com/news/572142c70b04daadbd51e4495bb27360","width":"1080","height":"1944"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988585524","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914790848,"gmtCreate":1665363334884,"gmtModify":1676537591799,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914790848","repostId":"1157714171","repostType":4,"repost":{"id":"1157714171","kind":"news","pubTimestamp":1665360433,"share":"https://ttm.financial/m/news/1157714171?lang=en_US&edition=fundamental","pubTime":"2022-10-10 08:07","market":"sg","language":"en","title":"Sea Limited: A Defining Moment In Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1157714171","media":"Seeking Alpha","summary":"SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their o","content":"<html><head></head><body><h2>Summary</h2><ul><li>In the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.</li><li>Sea Limited is taking on aggressive measures to become free-cash-flow positive as soon as possible.</li><li>CEO Forrest Li is committed to changing the focus of the company on profits versus growth at all costs.</li><li>Sea Limited has experienced decline in their gaming business Garena and other parts of the business are not yet profitable.</li><li>This stock is 7x cheaper from a year ago, with a price-to-sales ratio under 3!</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0094e919484ca41ffbb53a0abe8ab32a\" tg-width=\"1080\" tg-height=\"721\" referrerpolicy=\"no-referrer\"/><span>Wachiwit</span></p><h2>What’s The Goal Of This Article?</h2><p>If you invested in Sea Limited (NYSE:SE) throughout 2020 and 2021 like I did, you are surely not happy with your loss of returns. This company was dubbed by many as “the Amazon (AMZN) of South Asia and soon to be all of Latin America” and take over MercadoLibre’s (MELI) territory, and maybe even Europe. It was a three-headed monster of revenue growth in e-commerce, gaming, and digital banking.</p><p>Now if you invested in Sea Limited earlier like three years ago, you probably are not too upset considering you are still up 93% on your return. Just one supporting example of getting in a stock at a reasonable price and holding in the long-term pays off. Sea Limited was the FinTwit darling of the investment community, everyone was talking about the massive revenue growth it was delivering. The stock reached a 52-week all-time high of $372 a share this year and since then has lost over 83% of its value! So, was Sea Limited just one of the biggest one hit wonders in the stock market, or is there more to the story?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acb0bd5d2ab39c459620e2fe048d03fa\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>My goals of this article are to share both the risks that are in place in buying more shares of Sea Limited or starting a position in the stock, but also why I believe there is a much higher chance of reward if you do so. I believe the next 12-18 months are going to be a defining moment for Sea Limited as a company, stock, as well as for their Founder &amp; CEO Forrest Li.</p><h2>Let’s Layout The Risks And Challenges Of Investing Now</h2><p>Sea Limited is a holding company with three businesses under it, Garena their digital gaming arm, Shopee their e-commerce business, and SeaMoney the finance arm. Sea Limited has always relied on the profitable part of their business, Garena, to fuel financing the growth in their other two businesses. In a business model like this, it puts concentration risk on the necessity of Garena&#39;s success to ensure the other parts of the business can continue to grow.</p><p>Sea Limited’s Garena started out distributing well known game titles on their social online gaming platform Garena+, in various countries across Southeast Asia and Taiwan, including the online football (soccer) game FIFA Online, the first-person shooter game Point Blank, and multiplayer online battle arena (MOBA) games like League of Legends and Arena of Valor. However, Garena also started publishing games and released its own game Free Fire, which was an instant success. Free Fire has been the number one mobile game on the App Store and Google Play Store for several years now. It was the Free Fire franchise that has caused Garena to be a profitable business for Sea Limited. Free Fire&#39;s growth peaked with over 243 million players monthly in 2021, but has now declined by 23% to a little over 189 million players.</p><p>Now if you are like me, and are concerned that there is concentration risk to Sea Limited producing cash, because of its heavy reliance on Free Fire, you would be right. However, at the time of my first investments in Sea Limited I was able to look over this because I was still bullish on all the fast expansion Sea Limited was delivering with its other business units.</p><p>Sea Limited was using its mobile game to intrigue gamers in multiple regions to use its other online products like Shopee and SeaMoney. Sea Limited expanded from their Southeast Asia Market into Latin America and even European countries like France and Poland. Sea limited then started building new businesses like their food delivery services and an artificial intelligence business segment called SeaAI.</p><p>My point to all of this was Forrest Li and his company were scaling their business rapidly fast to capture as much market share as they could and turn profits later, when they felt it was the right time. Money was cheap in 2020, we had mobile gaming and e-commerce at all-time highs, due to the pandemic constraints. Sea Limited was so committed to achieving fast paced growth that it grew its employee count from under 34,000 to nearly 68,000 in the year of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6206a58507aa48753e603c3e59f59059\" tg-width=\"640\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/><span>History of Employee Growth (Simply Wall St. App)</span></p><p>That was a very aggressive and large gamble that essentially backfired on the company, one could argue. After 2021 the world changed again, with the pandemic ending and the macroeconomics and geo-political landscape becoming what it is today. Since then gaming has decreased significantly, hence the huge decline in Garena Entertainment revenues, which also contributed to the over $1 billion in net losses this recent Q2.</p><p>Let’s sum up these challenges which have created possible risk in the business, these past few quarters.</p><ul><li>Free Fire has had its daily average player decrease by over 50% in one year to 18.3 million and monthly average players 23%.</li><li>Sea Limited is on average losing over $1 billion in cash per quarter since Q3 of 2021</li><li>Sea Limited over-hired by doubling its employee count in one year and over extended itself in trying to capture multiple global regions of marketshare.</li><li>The company was committed to growth at all cost and was not prepared for if conditions were not ideal or relatively difficult from a macroeconomics &amp; geopolitical perspective.</li><li>Sea Limited is not projected to be profitable next year in 2023, and right now the stock market is not in favor of money losing growth businesses.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3886a4f8968ff39bdf53960fc0787e40\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Cash on Hand (Sea Limited Q2 Earnings Presentation)</span></p><h2>The Defining Moment</h2><p>Okay, so if you are like me and are down significantly from your cost basis on your investment of Sea Limited, you may ask yourself “Is it time to sell? And most importantly do I believe Forrest Li and leadership can turn this ship around?” because if you don’t believe in the capabilities of the leadership team, then you may want to sell your shares now, because in the short-term things still might be painful for a bit.</p><p>However, let me share why I believe this is the defining moment that we see Sea Limited transform into a stronger business with a more mature focus on steady and reliable growth. Since the Q2 earnings presentation, Sea Limited has cut giving guidance on its e-commerce business Shopee as the macroeconomic headwinds are too hard to predict and this allows them to focus all efforts not on rapid revenue growth but optimizing costs and efficiencies.</p><p>I was extremely impressed with CEO Forrest Li’s letter to employees this past September, around creating a self-sufficient and sustainable business that doesn’t require any more third party funding to operate. I believe Forrest is evolving as a CEO and leader and recognizes the growth at all cost approach was not necessarily a mistake, but an approach that can backfire if the world of macroeconomics has a 180-degree shift. This shift is exactly what happened for global economics considering all of the following events happening, the war of Ukraine and Russia, supply chain issues, inflation and the cost for energy, and the economic aftermath of the pandemic.</p><p>My point is Forrest appears to be humble and strategic enough to know when the company must change course and do it fast to adapt in the new world, we are living in. In my opinion, this is a sign of a great leader and indications of someone that you can trust with your investment. The decisions the leadership team at Sea Limited had to make were not easy ones but necessary to position themselves to where they would not need to get more external financial funding and had a path to free cash flow positive and eventually profitability.</p><p>Here are all the things Forrest and his leadership team have done to cut costs in the recent months:</p><ul><li>CEO Forrest Li and his leadership team decided they will not take any cash compensation until the company achieves self-sufficiency (assuming this means until Sea Limited is free-cash-flow positive.)</li><li>Sea Limited cut staff by 3% in Shopee Indonesia and its marketing and operation units</li><li>The e-commerce arm Shopee will also shut down local operations in Chile, Colombia, Mexico, but will maintain cross-border operations.</li><li>Shopee will be completely exiting Argentina which is where MercadoLibre is Headquartered</li><li>The Garena gaming unit will be laying off hundreds of staff, totaling 15% of their workforce in their Shanghai office and canceled several new games</li><li>Shopee has withdrawn job offers and shutdown operations in India and France</li><li>As of October 1st, Sea will cap business travel to economy class flight fares, with travel meal expenses of $30 daily</li><li>Hotel Stays for business trips capped at $150 a night, and travel for local taxi and ride sharing also applied</li></ul><p>So some would read this as a lot of negative news for Sea Limited, but I would argue that this is what is needed and this focused approach on profitability over growth and gaining self-sufficiency will be the inflection point for this company. So many companies try to run the Amazon business model with trying to grow at all cost, capture marketshare, and then choose when to pull the profitability levers in their business.</p><p>The reality is Amazon had a business model that was one in a million! To be able to continue and fund their aggressive pursuit for market share dominance and growth at all costs, they bet on creating cloud computing with AWS, which became the ultimate cash cow. This is why in some facets their business model should not be adopted or at least tried to be completely replicated.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa72d9ee4941411d6f564c631da6fcf3\" tg-width=\"640\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><span>1yr Analyst Price Targets (Simply Wall St. App)</span></p><h2>Where To Find The Positive Future?</h2><p>In my opinion, this could be the defining moment for Forrest Li’s turnaround of Sea Limited and making it a long-term profitable company a lot faster than what was originally projected. Here are some of the positive catalysts we could see.</p><ul><li>Sea Limited will now focus on its primary markets of business such as Southeast Asia and Brazil now, and could see increased revenues.</li><li>Traditionally the 2H of e-commerce businesses are much higher, so we could possibly see that here.</li><li>SeaMoney is expected to be Cash flow positive by FY23.</li><li>Parts of Shopee in Taiwan and Southeast Asia are projected to be EBITA positive by FY23.</li><li>I expect to see less stock-based compensation and more control on all expenses.</li><li>Garena has new games that are in the pipeline of their game studio Phoenix Labs, who created the hit RPG franchise Dauntless.</li><li>Garena could see growth from their investment in VIC Game Studios, who have a hit franchise called Black Clover that is releasing its RPG mobile version later this year.</li></ul><h2>Summary</h2><p>There have been numerous changes within the business that in the long run, I believe will make them more resilient and control their own fate, opposed to needing to rely on external financing for growth. I also believe with less regions to focus on expansion and more focus on concentrated execution, Shopee will be a more efficient and optimized e-commerce business. This company is trading significantly much cheaper than it was a year ago and is cheaper than its peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6383d2ba72b71e9f23420bd62e9fe9b0\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/><span>Forward Price to Sales Ratio (Simply Wall St.)</span></p><p>I believe Garena has shown us they know how to create a winning franchise mobile video game and monetize it effectively and will do so with other titles in the future. Remember, as long as Sea Limited gets a handle on their spending and business operations, they still have $7.8 billion in cash to put towards their operations. I expect to see goodness from the new games coming from VIC Game Studios and Phoenix Labs, especially if Phoenix Labs could release a mobile version of Dauntless, as it is only on consoles yet it still has 30 million players worldwide!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d286e5f6047200423e6ecbd1bad440b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Dauntless by Phoenix Labs (Phoenix Labs Website)</span></p><p>I will agree this past year has been a crushing blow in the markets, especially for Sea Limited, but I feel these next one to two years are going to show the adaptability and resilience of Forest Li and the company. I know an 83% drop from all time highs hurt like a punch in the gut, but Amazon also had a drop or two like this over its history. I am not saying Sea Limited is the next Amazon, but saying that Sea Limited is not a dead company by any means. I believe they can bounce back and get to those all-time highs for patient investors.</p><p>This company still has nearly 30% revenue growth year over year, $7.8 billion in cash, new revenue catalysts ahead of it, a new company focus on free-cash-flow positive operations, and secular tailwinds to ride with e-commerce, mobile gaming, and esports, and providing fintech solutions for the unbanked.</p><p><i>This article was written by Dominic Rinaldi for reference. Please pay attention to the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: A Defining Moment In Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: A Defining Moment In Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.Sea Limited is taking on aggressive measures to become free-cash-flow positive as ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157714171","content_text":"SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.Sea Limited is taking on aggressive measures to become free-cash-flow positive as soon as possible.CEO Forrest Li is committed to changing the focus of the company on profits versus growth at all costs.Sea Limited has experienced decline in their gaming business Garena and other parts of the business are not yet profitable.This stock is 7x cheaper from a year ago, with a price-to-sales ratio under 3!WachiwitWhat’s The Goal Of This Article?If you invested in Sea Limited (NYSE:SE) throughout 2020 and 2021 like I did, you are surely not happy with your loss of returns. This company was dubbed by many as “the Amazon (AMZN) of South Asia and soon to be all of Latin America” and take over MercadoLibre’s (MELI) territory, and maybe even Europe. It was a three-headed monster of revenue growth in e-commerce, gaming, and digital banking.Now if you invested in Sea Limited earlier like three years ago, you probably are not too upset considering you are still up 93% on your return. Just one supporting example of getting in a stock at a reasonable price and holding in the long-term pays off. Sea Limited was the FinTwit darling of the investment community, everyone was talking about the massive revenue growth it was delivering. The stock reached a 52-week all-time high of $372 a share this year and since then has lost over 83% of its value! So, was Sea Limited just one of the biggest one hit wonders in the stock market, or is there more to the story?Data by YChartsMy goals of this article are to share both the risks that are in place in buying more shares of Sea Limited or starting a position in the stock, but also why I believe there is a much higher chance of reward if you do so. I believe the next 12-18 months are going to be a defining moment for Sea Limited as a company, stock, as well as for their Founder & CEO Forrest Li.Let’s Layout The Risks And Challenges Of Investing NowSea Limited is a holding company with three businesses under it, Garena their digital gaming arm, Shopee their e-commerce business, and SeaMoney the finance arm. Sea Limited has always relied on the profitable part of their business, Garena, to fuel financing the growth in their other two businesses. In a business model like this, it puts concentration risk on the necessity of Garena's success to ensure the other parts of the business can continue to grow.Sea Limited’s Garena started out distributing well known game titles on their social online gaming platform Garena+, in various countries across Southeast Asia and Taiwan, including the online football (soccer) game FIFA Online, the first-person shooter game Point Blank, and multiplayer online battle arena (MOBA) games like League of Legends and Arena of Valor. However, Garena also started publishing games and released its own game Free Fire, which was an instant success. Free Fire has been the number one mobile game on the App Store and Google Play Store for several years now. It was the Free Fire franchise that has caused Garena to be a profitable business for Sea Limited. Free Fire's growth peaked with over 243 million players monthly in 2021, but has now declined by 23% to a little over 189 million players.Now if you are like me, and are concerned that there is concentration risk to Sea Limited producing cash, because of its heavy reliance on Free Fire, you would be right. However, at the time of my first investments in Sea Limited I was able to look over this because I was still bullish on all the fast expansion Sea Limited was delivering with its other business units.Sea Limited was using its mobile game to intrigue gamers in multiple regions to use its other online products like Shopee and SeaMoney. Sea Limited expanded from their Southeast Asia Market into Latin America and even European countries like France and Poland. Sea limited then started building new businesses like their food delivery services and an artificial intelligence business segment called SeaAI.My point to all of this was Forrest Li and his company were scaling their business rapidly fast to capture as much market share as they could and turn profits later, when they felt it was the right time. Money was cheap in 2020, we had mobile gaming and e-commerce at all-time highs, due to the pandemic constraints. Sea Limited was so committed to achieving fast paced growth that it grew its employee count from under 34,000 to nearly 68,000 in the year of 2021.History of Employee Growth (Simply Wall St. App)That was a very aggressive and large gamble that essentially backfired on the company, one could argue. After 2021 the world changed again, with the pandemic ending and the macroeconomics and geo-political landscape becoming what it is today. Since then gaming has decreased significantly, hence the huge decline in Garena Entertainment revenues, which also contributed to the over $1 billion in net losses this recent Q2.Let’s sum up these challenges which have created possible risk in the business, these past few quarters.Free Fire has had its daily average player decrease by over 50% in one year to 18.3 million and monthly average players 23%.Sea Limited is on average losing over $1 billion in cash per quarter since Q3 of 2021Sea Limited over-hired by doubling its employee count in one year and over extended itself in trying to capture multiple global regions of marketshare.The company was committed to growth at all cost and was not prepared for if conditions were not ideal or relatively difficult from a macroeconomics & geopolitical perspective.Sea Limited is not projected to be profitable next year in 2023, and right now the stock market is not in favor of money losing growth businesses.Sea Limited Cash on Hand (Sea Limited Q2 Earnings Presentation)The Defining MomentOkay, so if you are like me and are down significantly from your cost basis on your investment of Sea Limited, you may ask yourself “Is it time to sell? And most importantly do I believe Forrest Li and leadership can turn this ship around?” because if you don’t believe in the capabilities of the leadership team, then you may want to sell your shares now, because in the short-term things still might be painful for a bit.However, let me share why I believe this is the defining moment that we see Sea Limited transform into a stronger business with a more mature focus on steady and reliable growth. Since the Q2 earnings presentation, Sea Limited has cut giving guidance on its e-commerce business Shopee as the macroeconomic headwinds are too hard to predict and this allows them to focus all efforts not on rapid revenue growth but optimizing costs and efficiencies.I was extremely impressed with CEO Forrest Li’s letter to employees this past September, around creating a self-sufficient and sustainable business that doesn’t require any more third party funding to operate. I believe Forrest is evolving as a CEO and leader and recognizes the growth at all cost approach was not necessarily a mistake, but an approach that can backfire if the world of macroeconomics has a 180-degree shift. This shift is exactly what happened for global economics considering all of the following events happening, the war of Ukraine and Russia, supply chain issues, inflation and the cost for energy, and the economic aftermath of the pandemic.My point is Forrest appears to be humble and strategic enough to know when the company must change course and do it fast to adapt in the new world, we are living in. In my opinion, this is a sign of a great leader and indications of someone that you can trust with your investment. The decisions the leadership team at Sea Limited had to make were not easy ones but necessary to position themselves to where they would not need to get more external financial funding and had a path to free cash flow positive and eventually profitability.Here are all the things Forrest and his leadership team have done to cut costs in the recent months:CEO Forrest Li and his leadership team decided they will not take any cash compensation until the company achieves self-sufficiency (assuming this means until Sea Limited is free-cash-flow positive.)Sea Limited cut staff by 3% in Shopee Indonesia and its marketing and operation unitsThe e-commerce arm Shopee will also shut down local operations in Chile, Colombia, Mexico, but will maintain cross-border operations.Shopee will be completely exiting Argentina which is where MercadoLibre is HeadquarteredThe Garena gaming unit will be laying off hundreds of staff, totaling 15% of their workforce in their Shanghai office and canceled several new gamesShopee has withdrawn job offers and shutdown operations in India and FranceAs of October 1st, Sea will cap business travel to economy class flight fares, with travel meal expenses of $30 dailyHotel Stays for business trips capped at $150 a night, and travel for local taxi and ride sharing also appliedSo some would read this as a lot of negative news for Sea Limited, but I would argue that this is what is needed and this focused approach on profitability over growth and gaining self-sufficiency will be the inflection point for this company. So many companies try to run the Amazon business model with trying to grow at all cost, capture marketshare, and then choose when to pull the profitability levers in their business.The reality is Amazon had a business model that was one in a million! To be able to continue and fund their aggressive pursuit for market share dominance and growth at all costs, they bet on creating cloud computing with AWS, which became the ultimate cash cow. This is why in some facets their business model should not be adopted or at least tried to be completely replicated.1yr Analyst Price Targets (Simply Wall St. App)Where To Find The Positive Future?In my opinion, this could be the defining moment for Forrest Li’s turnaround of Sea Limited and making it a long-term profitable company a lot faster than what was originally projected. Here are some of the positive catalysts we could see.Sea Limited will now focus on its primary markets of business such as Southeast Asia and Brazil now, and could see increased revenues.Traditionally the 2H of e-commerce businesses are much higher, so we could possibly see that here.SeaMoney is expected to be Cash flow positive by FY23.Parts of Shopee in Taiwan and Southeast Asia are projected to be EBITA positive by FY23.I expect to see less stock-based compensation and more control on all expenses.Garena has new games that are in the pipeline of their game studio Phoenix Labs, who created the hit RPG franchise Dauntless.Garena could see growth from their investment in VIC Game Studios, who have a hit franchise called Black Clover that is releasing its RPG mobile version later this year.SummaryThere have been numerous changes within the business that in the long run, I believe will make them more resilient and control their own fate, opposed to needing to rely on external financing for growth. I also believe with less regions to focus on expansion and more focus on concentrated execution, Shopee will be a more efficient and optimized e-commerce business. This company is trading significantly much cheaper than it was a year ago and is cheaper than its peers.Forward Price to Sales Ratio (Simply Wall St.)I believe Garena has shown us they know how to create a winning franchise mobile video game and monetize it effectively and will do so with other titles in the future. Remember, as long as Sea Limited gets a handle on their spending and business operations, they still have $7.8 billion in cash to put towards their operations. I expect to see goodness from the new games coming from VIC Game Studios and Phoenix Labs, especially if Phoenix Labs could release a mobile version of Dauntless, as it is only on consoles yet it still has 30 million players worldwide!Dauntless by Phoenix Labs (Phoenix Labs Website)I will agree this past year has been a crushing blow in the markets, especially for Sea Limited, but I feel these next one to two years are going to show the adaptability and resilience of Forest Li and the company. I know an 83% drop from all time highs hurt like a punch in the gut, but Amazon also had a drop or two like this over its history. I am not saying Sea Limited is the next Amazon, but saying that Sea Limited is not a dead company by any means. I believe they can bounce back and get to those all-time highs for patient investors.This company still has nearly 30% revenue growth year over year, $7.8 billion in cash, new revenue catalysts ahead of it, a new company focus on free-cash-flow positive operations, and secular tailwinds to ride with e-commerce, mobile gaming, and esports, and providing fintech solutions for the unbanked.This article was written by Dominic Rinaldi for reference. Please pay attention to the risks.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918342164,"gmtCreate":1664327555259,"gmtModify":1676537433370,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918342164","repostId":"9918354281","repostType":1,"repost":{"id":9918354281,"gmtCreate":1664326852043,"gmtModify":1676537433126,"author":{"id":"4120987054613802","authorId":"4120987054613802","name":"Long_Equity","avatar":"https://community-static.tradeup.com/news/43412c9581fc7eef840624d0829cb637","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120987054613802","idStr":"4120987054613802"},"themes":[],"title":"Narrow Moat companies with network effects-EBAY,MKTX,PYPL,ROP,SABR,UNH&SGX","htmlText":"1.NARROW MOAT companies with network effects (the strongest competitive advantage):• Deutsche Bourse• eBay<a href=\"https://laohu8.com/S/EBAY\">$eBay(EBAY)$</a> • MarketAxess<a href=\"https://laohu8.com/S/MKTX\">$MarketAxess(MKTX)$</a> • Nasdaq<a href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> • PayPal<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> • Roper Tech<a href=\"https://laohu8.com/S/ROP\">$Roper(ROP)$</a> • Sabre<a href=\"https://laohu8.com/S/SABR\">$Sabre(SABR)$</a> • Singapore Exchange<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a> • Sonova<a href=\"https://laohu8.com/S/SONVF\">$Sonova Holding AG(SONVF)$</a> <a href=\"https://laohu8.com/S/0QPY.UK\">$SONOVA HOLDING(0QPY.UK)$</a> • UnitedHealth<a href=\"https://laohu8.com/S/UNH\">$UnitedHealth(UNH)$</a>","listText":"1.NARROW MOAT companies with network effects (the strongest competitive advantage):• Deutsche Bourse• eBay<a href=\"https://laohu8.com/S/EBAY\">$eBay(EBAY)$</a> • MarketAxess<a href=\"https://laohu8.com/S/MKTX\">$MarketAxess(MKTX)$</a> • Nasdaq<a href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> • PayPal<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> • Roper Tech<a href=\"https://laohu8.com/S/ROP\">$Roper(ROP)$</a> • Sabre<a href=\"https://laohu8.com/S/SABR\">$Sabre(SABR)$</a> • Singapore Exchange<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a> • Sonova<a href=\"https://laohu8.com/S/SONVF\">$Sonova Holding AG(SONVF)$</a> <a href=\"https://laohu8.com/S/0QPY.UK\">$SONOVA HOLDING(0QPY.UK)$</a> • UnitedHealth<a href=\"https://laohu8.com/S/UNH\">$UnitedHealth(UNH)$</a>","text":"1.NARROW MOAT companies with network effects (the strongest competitive advantage):• Deutsche Bourse• eBay$eBay(EBAY)$ • MarketAxess$MarketAxess(MKTX)$ • Nasdaq$NASDAQ(.IXIC)$ • PayPal$PayPal(PYPL)$ • Roper Tech$Roper(ROP)$ • Sabre$Sabre(SABR)$ • Singapore Exchange$SINGAPORE EXCHANGE LIMITED(S68.SI)$ • Sonova$Sonova Holding AG(SONVF)$ $SONOVA HOLDING(0QPY.UK)$ • UnitedHealth$UnitedHealth(UNH)$","images":[{"img":"https://community-static.tradeup.com/news/66c028ce2473af5303c6a5592013b51b","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918354281","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919707600,"gmtCreate":1663857107500,"gmtModify":1676537350783,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919707600","repostId":"9919702702","repostType":1,"repost":{"id":9919702702,"gmtCreate":1663856541707,"gmtModify":1676537350672,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582922989777578","idStr":"3582922989777578"},"themes":[],"htmlText":"There will be more.pain ahead for next 1 to 2 months... roubini already said market will go down another 40% from here...All the indices are still very high[Spurting]&nbsp;[Put]&nbsp;[Put]&nbsp;[Weak]&nbsp;<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a><a href=\"https://ttm.financial/U/4091758936365950\">@MHh</a><a href=\"https://ttm.financial/U/4100927749199030\">@rL</a><a href=\"https://ttm.financial/U/4101948424484190\">@Success88</a><a href=\"https://ttm.financial/U/4100927749199030\">@rL</a><a href=\"https://ttm.financial/U/4091406715259070\">@JL28168</a><a href=\"https://ttm.financial/U/4087276116941030\">@MSing</a><a href=\"https://ttm.financial/U/3581735774790928\">@HelenJanet</a><a href=\"https://ttm.financial/U/3581888768537623\">@AhGong</a>","listText":"There will be more.pain ahead for next 1 to 2 months... roubini already said market will go down another 40% from here...All the indices are still very high[Spurting]&nbsp;[Put]&nbsp;[Put]&nbsp;[Weak]&nbsp;<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a><a href=\"https://ttm.financial/U/4091758936365950\">@MHh</a><a href=\"https://ttm.financial/U/4100927749199030\">@rL</a><a href=\"https://ttm.financial/U/4101948424484190\">@Success88</a><a href=\"https://ttm.financial/U/4100927749199030\">@rL</a><a href=\"https://ttm.financial/U/4091406715259070\">@JL28168</a><a href=\"https://ttm.financial/U/4087276116941030\">@MSing</a><a href=\"https://ttm.financial/U/3581735774790928\">@HelenJanet</a><a href=\"https://ttm.financial/U/3581888768537623\">@AhGong</a>","text":"There will be more.pain ahead for next 1 to 2 months... roubini already said market will go down another 40% from here...All the indices are still very high[Spurting] [Put] [Put] [Weak] @Daily_Discussion@MHh@rL@Success88@rL@JL28168@MSing@HelenJanet@AhGong","images":[{"img":"https://community-static.tradeup.com/news/e5965384457ec73937e1f2b650b7375f","width":"1050","height":"1504"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919702702","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":406155560657408,"gmtCreate":1740186589636,"gmtModify":1740189777762,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a> baby go!!!","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a> baby go!!!","text":"$IFAST(AIY.SI)$ baby go!!!","images":[{"img":"https://community-static.tradeup.com/news/44e30ad64fb0a96cc0f32e1ab50b971a","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406155560657408","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":538188851040616,"gmtCreate":1772415314339,"gmtModify":1772415317951,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$</a>&nbsp;","text":"$Boustead(F9D.SI)$","images":[{"img":"https://community-static.tradeup.com/news/cc84a101dd7e9a4d574e84c186edf981","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538188851040616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":533656099693864,"gmtCreate":1771306255312,"gmtModify":1771306257334,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$&nbsp;</a>&nbsp;","text":"$CapitaLandInvest(9CI.SI)$","images":[{"img":"https://community-static.tradeup.com/news/f1e6ca2038a0ad4b5a87603182d305a4","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/533656099693864","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405793858724464,"gmtCreate":1740098284821,"gmtModify":1740098288543,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a> hehe","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a> hehe","text":"$IFAST(AIY.SI)$ hehe","images":[{"img":"https://community-static.tradeup.com/news/c8d94406a6204401ce85d5033b8039bd","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/405793858724464","isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569374301908252","authorId":"3569374301908252","name":"Supertooth","avatar":"https://static.tigerbbs.com/61f9dd5a09490dcc3db856532e674755","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3569374301908252","idStr":"3569374301908252"},"content":"Slight pullback these few days but I am seeing in next q for results to be good from IGB perspective. All banks Huat now","text":"Slight pullback these few days but I am seeing in next q for results to be good from IGB perspective. All banks Huat now","html":"Slight pullback these few days but I am seeing in next q for results to be good from IGB perspective. All banks Huat now"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914790848,"gmtCreate":1665363334884,"gmtModify":1676537591799,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914790848","repostId":"1157714171","repostType":4,"repost":{"id":"1157714171","kind":"news","pubTimestamp":1665360433,"share":"https://ttm.financial/m/news/1157714171?lang=en_US&edition=fundamental","pubTime":"2022-10-10 08:07","market":"sg","language":"en","title":"Sea Limited: A Defining Moment In Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1157714171","media":"Seeking Alpha","summary":"SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their o","content":"<html><head></head><body><h2>Summary</h2><ul><li>In the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.</li><li>Sea Limited is taking on aggressive measures to become free-cash-flow positive as soon as possible.</li><li>CEO Forrest Li is committed to changing the focus of the company on profits versus growth at all costs.</li><li>Sea Limited has experienced decline in their gaming business Garena and other parts of the business are not yet profitable.</li><li>This stock is 7x cheaper from a year ago, with a price-to-sales ratio under 3!</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0094e919484ca41ffbb53a0abe8ab32a\" tg-width=\"1080\" tg-height=\"721\" referrerpolicy=\"no-referrer\"/><span>Wachiwit</span></p><h2>What’s The Goal Of This Article?</h2><p>If you invested in Sea Limited (NYSE:SE) throughout 2020 and 2021 like I did, you are surely not happy with your loss of returns. This company was dubbed by many as “the Amazon (AMZN) of South Asia and soon to be all of Latin America” and take over MercadoLibre’s (MELI) territory, and maybe even Europe. It was a three-headed monster of revenue growth in e-commerce, gaming, and digital banking.</p><p>Now if you invested in Sea Limited earlier like three years ago, you probably are not too upset considering you are still up 93% on your return. Just one supporting example of getting in a stock at a reasonable price and holding in the long-term pays off. Sea Limited was the FinTwit darling of the investment community, everyone was talking about the massive revenue growth it was delivering. The stock reached a 52-week all-time high of $372 a share this year and since then has lost over 83% of its value! So, was Sea Limited just one of the biggest one hit wonders in the stock market, or is there more to the story?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acb0bd5d2ab39c459620e2fe048d03fa\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>My goals of this article are to share both the risks that are in place in buying more shares of Sea Limited or starting a position in the stock, but also why I believe there is a much higher chance of reward if you do so. I believe the next 12-18 months are going to be a defining moment for Sea Limited as a company, stock, as well as for their Founder &amp; CEO Forrest Li.</p><h2>Let’s Layout The Risks And Challenges Of Investing Now</h2><p>Sea Limited is a holding company with three businesses under it, Garena their digital gaming arm, Shopee their e-commerce business, and SeaMoney the finance arm. Sea Limited has always relied on the profitable part of their business, Garena, to fuel financing the growth in their other two businesses. In a business model like this, it puts concentration risk on the necessity of Garena&#39;s success to ensure the other parts of the business can continue to grow.</p><p>Sea Limited’s Garena started out distributing well known game titles on their social online gaming platform Garena+, in various countries across Southeast Asia and Taiwan, including the online football (soccer) game FIFA Online, the first-person shooter game Point Blank, and multiplayer online battle arena (MOBA) games like League of Legends and Arena of Valor. However, Garena also started publishing games and released its own game Free Fire, which was an instant success. Free Fire has been the number one mobile game on the App Store and Google Play Store for several years now. It was the Free Fire franchise that has caused Garena to be a profitable business for Sea Limited. Free Fire&#39;s growth peaked with over 243 million players monthly in 2021, but has now declined by 23% to a little over 189 million players.</p><p>Now if you are like me, and are concerned that there is concentration risk to Sea Limited producing cash, because of its heavy reliance on Free Fire, you would be right. However, at the time of my first investments in Sea Limited I was able to look over this because I was still bullish on all the fast expansion Sea Limited was delivering with its other business units.</p><p>Sea Limited was using its mobile game to intrigue gamers in multiple regions to use its other online products like Shopee and SeaMoney. Sea Limited expanded from their Southeast Asia Market into Latin America and even European countries like France and Poland. Sea limited then started building new businesses like their food delivery services and an artificial intelligence business segment called SeaAI.</p><p>My point to all of this was Forrest Li and his company were scaling their business rapidly fast to capture as much market share as they could and turn profits later, when they felt it was the right time. Money was cheap in 2020, we had mobile gaming and e-commerce at all-time highs, due to the pandemic constraints. Sea Limited was so committed to achieving fast paced growth that it grew its employee count from under 34,000 to nearly 68,000 in the year of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6206a58507aa48753e603c3e59f59059\" tg-width=\"640\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/><span>History of Employee Growth (Simply Wall St. App)</span></p><p>That was a very aggressive and large gamble that essentially backfired on the company, one could argue. After 2021 the world changed again, with the pandemic ending and the macroeconomics and geo-political landscape becoming what it is today. Since then gaming has decreased significantly, hence the huge decline in Garena Entertainment revenues, which also contributed to the over $1 billion in net losses this recent Q2.</p><p>Let’s sum up these challenges which have created possible risk in the business, these past few quarters.</p><ul><li>Free Fire has had its daily average player decrease by over 50% in one year to 18.3 million and monthly average players 23%.</li><li>Sea Limited is on average losing over $1 billion in cash per quarter since Q3 of 2021</li><li>Sea Limited over-hired by doubling its employee count in one year and over extended itself in trying to capture multiple global regions of marketshare.</li><li>The company was committed to growth at all cost and was not prepared for if conditions were not ideal or relatively difficult from a macroeconomics &amp; geopolitical perspective.</li><li>Sea Limited is not projected to be profitable next year in 2023, and right now the stock market is not in favor of money losing growth businesses.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3886a4f8968ff39bdf53960fc0787e40\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Cash on Hand (Sea Limited Q2 Earnings Presentation)</span></p><h2>The Defining Moment</h2><p>Okay, so if you are like me and are down significantly from your cost basis on your investment of Sea Limited, you may ask yourself “Is it time to sell? And most importantly do I believe Forrest Li and leadership can turn this ship around?” because if you don’t believe in the capabilities of the leadership team, then you may want to sell your shares now, because in the short-term things still might be painful for a bit.</p><p>However, let me share why I believe this is the defining moment that we see Sea Limited transform into a stronger business with a more mature focus on steady and reliable growth. Since the Q2 earnings presentation, Sea Limited has cut giving guidance on its e-commerce business Shopee as the macroeconomic headwinds are too hard to predict and this allows them to focus all efforts not on rapid revenue growth but optimizing costs and efficiencies.</p><p>I was extremely impressed with CEO Forrest Li’s letter to employees this past September, around creating a self-sufficient and sustainable business that doesn’t require any more third party funding to operate. I believe Forrest is evolving as a CEO and leader and recognizes the growth at all cost approach was not necessarily a mistake, but an approach that can backfire if the world of macroeconomics has a 180-degree shift. This shift is exactly what happened for global economics considering all of the following events happening, the war of Ukraine and Russia, supply chain issues, inflation and the cost for energy, and the economic aftermath of the pandemic.</p><p>My point is Forrest appears to be humble and strategic enough to know when the company must change course and do it fast to adapt in the new world, we are living in. In my opinion, this is a sign of a great leader and indications of someone that you can trust with your investment. The decisions the leadership team at Sea Limited had to make were not easy ones but necessary to position themselves to where they would not need to get more external financial funding and had a path to free cash flow positive and eventually profitability.</p><p>Here are all the things Forrest and his leadership team have done to cut costs in the recent months:</p><ul><li>CEO Forrest Li and his leadership team decided they will not take any cash compensation until the company achieves self-sufficiency (assuming this means until Sea Limited is free-cash-flow positive.)</li><li>Sea Limited cut staff by 3% in Shopee Indonesia and its marketing and operation units</li><li>The e-commerce arm Shopee will also shut down local operations in Chile, Colombia, Mexico, but will maintain cross-border operations.</li><li>Shopee will be completely exiting Argentina which is where MercadoLibre is Headquartered</li><li>The Garena gaming unit will be laying off hundreds of staff, totaling 15% of their workforce in their Shanghai office and canceled several new games</li><li>Shopee has withdrawn job offers and shutdown operations in India and France</li><li>As of October 1st, Sea will cap business travel to economy class flight fares, with travel meal expenses of $30 daily</li><li>Hotel Stays for business trips capped at $150 a night, and travel for local taxi and ride sharing also applied</li></ul><p>So some would read this as a lot of negative news for Sea Limited, but I would argue that this is what is needed and this focused approach on profitability over growth and gaining self-sufficiency will be the inflection point for this company. So many companies try to run the Amazon business model with trying to grow at all cost, capture marketshare, and then choose when to pull the profitability levers in their business.</p><p>The reality is Amazon had a business model that was one in a million! To be able to continue and fund their aggressive pursuit for market share dominance and growth at all costs, they bet on creating cloud computing with AWS, which became the ultimate cash cow. This is why in some facets their business model should not be adopted or at least tried to be completely replicated.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa72d9ee4941411d6f564c631da6fcf3\" tg-width=\"640\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><span>1yr Analyst Price Targets (Simply Wall St. App)</span></p><h2>Where To Find The Positive Future?</h2><p>In my opinion, this could be the defining moment for Forrest Li’s turnaround of Sea Limited and making it a long-term profitable company a lot faster than what was originally projected. Here are some of the positive catalysts we could see.</p><ul><li>Sea Limited will now focus on its primary markets of business such as Southeast Asia and Brazil now, and could see increased revenues.</li><li>Traditionally the 2H of e-commerce businesses are much higher, so we could possibly see that here.</li><li>SeaMoney is expected to be Cash flow positive by FY23.</li><li>Parts of Shopee in Taiwan and Southeast Asia are projected to be EBITA positive by FY23.</li><li>I expect to see less stock-based compensation and more control on all expenses.</li><li>Garena has new games that are in the pipeline of their game studio Phoenix Labs, who created the hit RPG franchise Dauntless.</li><li>Garena could see growth from their investment in VIC Game Studios, who have a hit franchise called Black Clover that is releasing its RPG mobile version later this year.</li></ul><h2>Summary</h2><p>There have been numerous changes within the business that in the long run, I believe will make them more resilient and control their own fate, opposed to needing to rely on external financing for growth. I also believe with less regions to focus on expansion and more focus on concentrated execution, Shopee will be a more efficient and optimized e-commerce business. This company is trading significantly much cheaper than it was a year ago and is cheaper than its peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6383d2ba72b71e9f23420bd62e9fe9b0\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/><span>Forward Price to Sales Ratio (Simply Wall St.)</span></p><p>I believe Garena has shown us they know how to create a winning franchise mobile video game and monetize it effectively and will do so with other titles in the future. Remember, as long as Sea Limited gets a handle on their spending and business operations, they still have $7.8 billion in cash to put towards their operations. I expect to see goodness from the new games coming from VIC Game Studios and Phoenix Labs, especially if Phoenix Labs could release a mobile version of Dauntless, as it is only on consoles yet it still has 30 million players worldwide!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d286e5f6047200423e6ecbd1bad440b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Dauntless by Phoenix Labs (Phoenix Labs Website)</span></p><p>I will agree this past year has been a crushing blow in the markets, especially for Sea Limited, but I feel these next one to two years are going to show the adaptability and resilience of Forest Li and the company. I know an 83% drop from all time highs hurt like a punch in the gut, but Amazon also had a drop or two like this over its history. I am not saying Sea Limited is the next Amazon, but saying that Sea Limited is not a dead company by any means. I believe they can bounce back and get to those all-time highs for patient investors.</p><p>This company still has nearly 30% revenue growth year over year, $7.8 billion in cash, new revenue catalysts ahead of it, a new company focus on free-cash-flow positive operations, and secular tailwinds to ride with e-commerce, mobile gaming, and esports, and providing fintech solutions for the unbanked.</p><p><i>This article was written by Dominic Rinaldi for reference. Please pay attention to the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: A Defining Moment In Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: A Defining Moment In Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.Sea Limited is taking on aggressive measures to become free-cash-flow positive as ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157714171","content_text":"SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.Sea Limited is taking on aggressive measures to become free-cash-flow positive as soon as possible.CEO Forrest Li is committed to changing the focus of the company on profits versus growth at all costs.Sea Limited has experienced decline in their gaming business Garena and other parts of the business are not yet profitable.This stock is 7x cheaper from a year ago, with a price-to-sales ratio under 3!WachiwitWhat’s The Goal Of This Article?If you invested in Sea Limited (NYSE:SE) throughout 2020 and 2021 like I did, you are surely not happy with your loss of returns. This company was dubbed by many as “the Amazon (AMZN) of South Asia and soon to be all of Latin America” and take over MercadoLibre’s (MELI) territory, and maybe even Europe. It was a three-headed monster of revenue growth in e-commerce, gaming, and digital banking.Now if you invested in Sea Limited earlier like three years ago, you probably are not too upset considering you are still up 93% on your return. Just one supporting example of getting in a stock at a reasonable price and holding in the long-term pays off. Sea Limited was the FinTwit darling of the investment community, everyone was talking about the massive revenue growth it was delivering. The stock reached a 52-week all-time high of $372 a share this year and since then has lost over 83% of its value! So, was Sea Limited just one of the biggest one hit wonders in the stock market, or is there more to the story?Data by YChartsMy goals of this article are to share both the risks that are in place in buying more shares of Sea Limited or starting a position in the stock, but also why I believe there is a much higher chance of reward if you do so. I believe the next 12-18 months are going to be a defining moment for Sea Limited as a company, stock, as well as for their Founder & CEO Forrest Li.Let’s Layout The Risks And Challenges Of Investing NowSea Limited is a holding company with three businesses under it, Garena their digital gaming arm, Shopee their e-commerce business, and SeaMoney the finance arm. Sea Limited has always relied on the profitable part of their business, Garena, to fuel financing the growth in their other two businesses. In a business model like this, it puts concentration risk on the necessity of Garena's success to ensure the other parts of the business can continue to grow.Sea Limited’s Garena started out distributing well known game titles on their social online gaming platform Garena+, in various countries across Southeast Asia and Taiwan, including the online football (soccer) game FIFA Online, the first-person shooter game Point Blank, and multiplayer online battle arena (MOBA) games like League of Legends and Arena of Valor. However, Garena also started publishing games and released its own game Free Fire, which was an instant success. Free Fire has been the number one mobile game on the App Store and Google Play Store for several years now. It was the Free Fire franchise that has caused Garena to be a profitable business for Sea Limited. Free Fire's growth peaked with over 243 million players monthly in 2021, but has now declined by 23% to a little over 189 million players.Now if you are like me, and are concerned that there is concentration risk to Sea Limited producing cash, because of its heavy reliance on Free Fire, you would be right. However, at the time of my first investments in Sea Limited I was able to look over this because I was still bullish on all the fast expansion Sea Limited was delivering with its other business units.Sea Limited was using its mobile game to intrigue gamers in multiple regions to use its other online products like Shopee and SeaMoney. Sea Limited expanded from their Southeast Asia Market into Latin America and even European countries like France and Poland. Sea limited then started building new businesses like their food delivery services and an artificial intelligence business segment called SeaAI.My point to all of this was Forrest Li and his company were scaling their business rapidly fast to capture as much market share as they could and turn profits later, when they felt it was the right time. Money was cheap in 2020, we had mobile gaming and e-commerce at all-time highs, due to the pandemic constraints. Sea Limited was so committed to achieving fast paced growth that it grew its employee count from under 34,000 to nearly 68,000 in the year of 2021.History of Employee Growth (Simply Wall St. App)That was a very aggressive and large gamble that essentially backfired on the company, one could argue. After 2021 the world changed again, with the pandemic ending and the macroeconomics and geo-political landscape becoming what it is today. Since then gaming has decreased significantly, hence the huge decline in Garena Entertainment revenues, which also contributed to the over $1 billion in net losses this recent Q2.Let’s sum up these challenges which have created possible risk in the business, these past few quarters.Free Fire has had its daily average player decrease by over 50% in one year to 18.3 million and monthly average players 23%.Sea Limited is on average losing over $1 billion in cash per quarter since Q3 of 2021Sea Limited over-hired by doubling its employee count in one year and over extended itself in trying to capture multiple global regions of marketshare.The company was committed to growth at all cost and was not prepared for if conditions were not ideal or relatively difficult from a macroeconomics & geopolitical perspective.Sea Limited is not projected to be profitable next year in 2023, and right now the stock market is not in favor of money losing growth businesses.Sea Limited Cash on Hand (Sea Limited Q2 Earnings Presentation)The Defining MomentOkay, so if you are like me and are down significantly from your cost basis on your investment of Sea Limited, you may ask yourself “Is it time to sell? And most importantly do I believe Forrest Li and leadership can turn this ship around?” because if you don’t believe in the capabilities of the leadership team, then you may want to sell your shares now, because in the short-term things still might be painful for a bit.However, let me share why I believe this is the defining moment that we see Sea Limited transform into a stronger business with a more mature focus on steady and reliable growth. Since the Q2 earnings presentation, Sea Limited has cut giving guidance on its e-commerce business Shopee as the macroeconomic headwinds are too hard to predict and this allows them to focus all efforts not on rapid revenue growth but optimizing costs and efficiencies.I was extremely impressed with CEO Forrest Li’s letter to employees this past September, around creating a self-sufficient and sustainable business that doesn’t require any more third party funding to operate. I believe Forrest is evolving as a CEO and leader and recognizes the growth at all cost approach was not necessarily a mistake, but an approach that can backfire if the world of macroeconomics has a 180-degree shift. This shift is exactly what happened for global economics considering all of the following events happening, the war of Ukraine and Russia, supply chain issues, inflation and the cost for energy, and the economic aftermath of the pandemic.My point is Forrest appears to be humble and strategic enough to know when the company must change course and do it fast to adapt in the new world, we are living in. In my opinion, this is a sign of a great leader and indications of someone that you can trust with your investment. The decisions the leadership team at Sea Limited had to make were not easy ones but necessary to position themselves to where they would not need to get more external financial funding and had a path to free cash flow positive and eventually profitability.Here are all the things Forrest and his leadership team have done to cut costs in the recent months:CEO Forrest Li and his leadership team decided they will not take any cash compensation until the company achieves self-sufficiency (assuming this means until Sea Limited is free-cash-flow positive.)Sea Limited cut staff by 3% in Shopee Indonesia and its marketing and operation unitsThe e-commerce arm Shopee will also shut down local operations in Chile, Colombia, Mexico, but will maintain cross-border operations.Shopee will be completely exiting Argentina which is where MercadoLibre is HeadquarteredThe Garena gaming unit will be laying off hundreds of staff, totaling 15% of their workforce in their Shanghai office and canceled several new gamesShopee has withdrawn job offers and shutdown operations in India and FranceAs of October 1st, Sea will cap business travel to economy class flight fares, with travel meal expenses of $30 dailyHotel Stays for business trips capped at $150 a night, and travel for local taxi and ride sharing also appliedSo some would read this as a lot of negative news for Sea Limited, but I would argue that this is what is needed and this focused approach on profitability over growth and gaining self-sufficiency will be the inflection point for this company. So many companies try to run the Amazon business model with trying to grow at all cost, capture marketshare, and then choose when to pull the profitability levers in their business.The reality is Amazon had a business model that was one in a million! To be able to continue and fund their aggressive pursuit for market share dominance and growth at all costs, they bet on creating cloud computing with AWS, which became the ultimate cash cow. This is why in some facets their business model should not be adopted or at least tried to be completely replicated.1yr Analyst Price Targets (Simply Wall St. App)Where To Find The Positive Future?In my opinion, this could be the defining moment for Forrest Li’s turnaround of Sea Limited and making it a long-term profitable company a lot faster than what was originally projected. Here are some of the positive catalysts we could see.Sea Limited will now focus on its primary markets of business such as Southeast Asia and Brazil now, and could see increased revenues.Traditionally the 2H of e-commerce businesses are much higher, so we could possibly see that here.SeaMoney is expected to be Cash flow positive by FY23.Parts of Shopee in Taiwan and Southeast Asia are projected to be EBITA positive by FY23.I expect to see less stock-based compensation and more control on all expenses.Garena has new games that are in the pipeline of their game studio Phoenix Labs, who created the hit RPG franchise Dauntless.Garena could see growth from their investment in VIC Game Studios, who have a hit franchise called Black Clover that is releasing its RPG mobile version later this year.SummaryThere have been numerous changes within the business that in the long run, I believe will make them more resilient and control their own fate, opposed to needing to rely on external financing for growth. I also believe with less regions to focus on expansion and more focus on concentrated execution, Shopee will be a more efficient and optimized e-commerce business. This company is trading significantly much cheaper than it was a year ago and is cheaper than its peers.Forward Price to Sales Ratio (Simply Wall St.)I believe Garena has shown us they know how to create a winning franchise mobile video game and monetize it effectively and will do so with other titles in the future. Remember, as long as Sea Limited gets a handle on their spending and business operations, they still have $7.8 billion in cash to put towards their operations. I expect to see goodness from the new games coming from VIC Game Studios and Phoenix Labs, especially if Phoenix Labs could release a mobile version of Dauntless, as it is only on consoles yet it still has 30 million players worldwide!Dauntless by Phoenix Labs (Phoenix Labs Website)I will agree this past year has been a crushing blow in the markets, especially for Sea Limited, but I feel these next one to two years are going to show the adaptability and resilience of Forest Li and the company. I know an 83% drop from all time highs hurt like a punch in the gut, but Amazon also had a drop or two like this over its history. I am not saying Sea Limited is the next Amazon, but saying that Sea Limited is not a dead company by any means. I believe they can bounce back and get to those all-time highs for patient investors.This company still has nearly 30% revenue growth year over year, $7.8 billion in cash, new revenue catalysts ahead of it, a new company focus on free-cash-flow positive operations, and secular tailwinds to ride with e-commerce, mobile gaming, and esports, and providing fintech solutions for the unbanked.This article was written by Dominic Rinaldi for reference. Please pay attention to the risks.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068102100,"gmtCreate":1651727729406,"gmtModify":1676534957957,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"Gg Etsy","listText":"Gg Etsy","text":"Gg Etsy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068102100","repostId":"2232025659","repostType":2,"repost":{"id":"2232025659","kind":"highlight","pubTimestamp":1651712452,"share":"https://ttm.financial/m/news/2232025659?lang=en_US&edition=fundamental","pubTime":"2022-05-05 09:00","market":"us","language":"en","title":"Nasdaq Bear Market: 3 Growth Stocks Down 64% (or More) Just Begging to Be Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2232025659","media":"Motley Fool","summary":"These beaten-down stocks are screaming buys following a peak decline of 23% in the Nasdaq.","content":"<div>\n<p>Whether you're a new or tenured investor, the stock market has sent a clear message over the past four months that corrections are an inevitable part of the investing cycle.Since the year began, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/04/nasdaq-bear-market-3-growth-stocks-down-64-to-buy/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 3 Growth Stocks Down 64% (or More) Just Begging to Be Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Bear Market: 3 Growth Stocks Down 64% (or More) Just Begging to Be Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/04/nasdaq-bear-market-3-growth-stocks-down-64-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Whether you're a new or tenured investor, the stock market has sent a clear message over the past four months that corrections are an inevitable part of the investing cycle.Since the year began, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/04/nasdaq-bear-market-3-growth-stocks-down-64-to-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","SE":"Sea Ltd","GTBIF":"Green Thumb Industries Inc."},"source_url":"https://www.fool.com/investing/2022/05/04/nasdaq-bear-market-3-growth-stocks-down-64-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232025659","content_text":"Whether you're a new or tenured investor, the stock market has sent a clear message over the past four months that corrections are an inevitable part of the investing cycle.Since the year began, the benchmark S&P 500 and iconic Dow Jones Industrial Average entered correction territory with respective declines of at least 10%. Things have been even worse for the growth-driven Nasdaq Composite, which has shed 23% since hitting its all-time closing high in November. This officially puts the Nasdaq in its first bear market since the pandemic meltdown in March 2020.Although big declines in the major indexes can be scary at times, history has shown that they're the perfect time to put your money to work. Every major index, including the Nasdaq Composite, eventually shrugs off each and every correction.What's more, growth stocks can be one of the smartest places to invest your money during a correction or bear market. A Bank of America/Merrill Lynch report that examined the performance of growth stocks and value stocks over 90 years (1926-2015) found that growth stocks outperformed during recessions and periods of economic weakness.The following three growth stocks are at least 64% below their all-time highs and are now begging to be bought at reduced levels.Sea Limited: Down 78% from its all-time highThe first growth stock that's taken an absolute beating as the Nasdaq has swooned is Singapore-based conglomerate Sea Limited. Shares of Sea skyrocketed tenfold in just an 18-month period during the pandemic, but have gone on to lose 78% of their value since peaking in October.Sea is facing a number of pressing questions as global inflation heats up and COVID-19 continues to wreak havoc on supply chains, especially in Asian markets. In particular, Wall Street had become accustomed to jaw-dropping sales growth over the past couple of years. Looking ahead, Sea's revenue growth is slated to slow a bit, with annual losses expected to continue for a few more years. When big market declines occur, valuation comes into focus, and companies with large annual losses, like Sea Limited, often take it on the chin.But there's another side to this story that should excite patient growth investors. Specifically, Sea has three rapidly growing segments that can all become serious cash flow generators.For the moment, the company's gaming division, known as Garena, is the only operating segment bringing in positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Hit mobile game Free Fire helped lift the number of quarterly active users (QAUs) to 654 million as of the end of 2021. More importantly, 11.8% of these QAUs were paying to play Sea's games. The typical pay-to-play conversion ratio in mobile gaming is in the low single digits.There's also excitement for SeaMoney, the company's digital financial services segment. Although it's still relatively new, nearly 46 million QAUs were using SeaMoney products and services, such as digital wallets, in the fourth quarter. This is an intriguing segment considering that Sea operates in a number of emerging regions where access to basic banking services can be limited.Lastly, there's e-commerce platform Shopee, which has consistently been the most downloaded shopping app in Southeast Asia. Shopee has been picking up momentum in Brazil, too. During the fourth quarter, Shopee had $18.2 billion in gross merchandise value (GMV) traverse its network. That's more than the $10 billion in GMV recognized in all of 2018. If Sea can significantly improve e-commerce EBITDA into 2023, its share price could rebound in a big way.Green Thumb Industries: Down 64% from its all-time highA second growth stock that's been absolutely pulverized and is now begging to be bought is cannabis multi-state operator (MSO) Green Thumb Industries. Shares of Green Thumb have declined by 64% since hitting their intra-day high a little over a year ago.During the first quarter of 2021, marijuana stocks were all the rage. A Democrat-led Congress, coupled with President Joe Biden taking office, made it appear likely that federal legalization, or at the very least cannabis banking reform, would become a reality. However, with COVID-19 and geopolitical issues dominating lawmakers' time, no reforms have been passed on Capitol Hill. As a result, pot stocks like Green Thumb have been taken to the woodshed.But despite a lack of federal reforms, we've still witnessed three-quarters of all states legalize cannabis in some capacity. To add, 18 of these states have green-lit adult-use recreational consumption. The point is that individual state regulation is providing more than enough opportunity for well-funded MSOs to thrive.Green Thumb opened its 77th operating dispensary last month and generated retail sales from 14 states in 2021.  Although it does have a presence in high-dollar markets like California, the company has wisely chosen to enter a number of limited-license markets. These are states that purposely limit how many cannabis dispensary licenses are issued in total, as well as to a single business. It's a way of promoting competition and ensuring that companies like Green Thumb have a fair shot to build up their brand(s) and garner a following.The one factor that really makes Green Thumb special is its product mix. Only around a third of the company's sales are derived from dried flower.  The remainder comes from vape products, infused beverages, pre-rolls, edibles, and other derivatives. The key here is that derivatives sport higher price points and better margins. These higher margins have allowed Green Thumb to generate recurring profits while most other MSOs are still losing money.Considering that Green Thumb Industries is expected to continue growing its sales by 20% to 25% annually, its forward-year price-to-earnings ratio of 24 makes it a bargain.Etsy: Down 70% from its all-time highA third and final growth stock that's been battered by the Nasdaq bear market decline is specialty online retail platform Etsy. The former pandemic superstar has shed 70% of its value since hitting an all-time intra-day high five months ago.The biggest concerns for Etsy are historically high inflation and the growing prospect of a recession in the United States. The cost for virtually everything has soared, which threatens to reduce consumer spending. That would be bad news for Etsy, which relies on merchants to boost their ad spending over time.On the other hand, trying to time inevitable recessions in the U.S. economy is a fool's errand. History has shown that most recessions only last a few months or a couple of quarters. By comparison, periods of economic expansion are measured in years. Buying rapidly growing and innovative e-commerce players during periods of weakness and holding for years is probably going to be a smart move.Furthermore, Etsy brings a competitive advantage to the table that should allow it to stand out. Whereas most online retail platforms target volume, Etsy's merchants are usually smaller businesses that offer unique/customized products and services that enhance consumer engagement. There's not an online retail platform that offers engagement at scale quite like Etsy.Something else to excite long-term investors is Etsy's success in converting casual shoppers into habitual buyers. A habitual buyer is defined as a shopper who makes at least six purchases over a trailing-12-month period, with the aggregate value of those purchases hitting at least $200. Since the beginning of the pandemic, the number of habitual buyers has grown by 224%! These habitual buyers are the company's key to extracting more ad revenue out of the merchants on its platform.Even if the U.S. enters a recession -- U.S. first-quarter gross domestic product declined by 1.4% -- Etsy is well-positioned to deliver sustainable double-digit sales growth. Based on Wall Street's consensus profit forecast (which has proved fluid in recent weeks), a share of Etsy can be picked up for just 21 times forecast earnings in 2023. That's as inexpensive as this company has ever been.","news_type":1,"symbols_score_info":{"GTBIF":0.9,"ETSY":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536094704752208,"gmtCreate":1771904110651,"gmtModify":1771904115778,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$</a>&nbsp;","text":"$Boustead(F9D.SI)$","images":[{"img":"https://community-static.tradeup.com/news/ddbeb9260ffc677a1fcbf881edd7dbb2","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536094704752208","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":533644912801120,"gmtCreate":1771306113004,"gmtModify":1771306116480,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$&nbsp;</a>&nbsp;","text":"$CapitaLandInvest(9CI.SI)$","images":[{"img":"https://community-static.tradeup.com/news/9c688658e3af3b2e5a2bc5937707f299","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/533644912801120","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9032938701,"gmtCreate":1647256368819,"gmtModify":1676534208355,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032938701","repostId":"1102124745","repostType":2,"repost":{"id":"1102124745","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1647242442,"share":"https://ttm.financial/m/news/1102124745?lang=en_US&edition=fundamental","pubTime":"2022-03-14 15:20","market":"hk","language":"en","title":"Alibaba Shares Fell Nearly 10% in Hong Kong Market, Tencent Fell Nearly 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102124745","media":"Tiger Newspress","summary":"Alibaba shares fell nearly 10% in Hong Kong market, Tencent fell nearly 7%.","content":"<html><head></head><body><p>Alibaba shares fell nearly 10% in Hong Kong market, Tencent fell nearly 7%.</p><p><img src=\"https://static.tigerbbs.com/32d17c1f972ae53eaeeb6618759c77cd\" tg-width=\"818\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Shares Fell Nearly 10% in Hong Kong Market, Tencent Fell Nearly 7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-14 15:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba shares fell nearly 10% in Hong Kong market, Tencent fell nearly 7%.</p><p><img src=\"https://static.tigerbbs.com/32d17c1f972ae53eaeeb6618759c77cd\" tg-width=\"818\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","00700":"腾讯控股","TCEHY":"腾讯控股ADR","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102124745","content_text":"Alibaba shares fell nearly 10% in Hong Kong market, Tencent fell nearly 7%.","news_type":1,"symbols_score_info":{"00700":0.9,"BABA":0.9,"TCEHY":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":468509550162192,"gmtCreate":1755406966018,"gmtModify":1755406969041,"author":{"id":"4087885647649580","authorId":"4087885647649580","name":"LengPiou","avatar":"https://static.tigerbbs.com/6ae727e9b38e1fa1ab6e636f323a9377","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087885647649580","idStr":"4087885647649580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a>&nbsp;","text":"$IFAST(AIY.SI)$","images":[{"img":"https://community-static.tradeup.com/news/738a1802d3def2f36a93699a93b8fd26","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/468509550162192","isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}