Very busy with mixed comments

Like
Comment
Favorite

AdelGYS
2023-08-16

Very busy with mixed comments and different analysts ...

Investor confidence in Sea Ltd (SE) 'has been hammered' - Citi

Citi analyst Alicia Yap downgraded shares of Sea Ltd. to Neutral from Buy, lowering the price target to $50 from $98 per share in a note Wednesday. The analyst told investors that the company's strategy shift amid intensified competition raises uncertainty.Sea reported a mixed 2Q23 on Wednesday, missing earnings expectations. However, the company's gaming operating metrics like QAU and paying users and e-commerce metrics like gross order growth and active users achieved sequential growth. "Management expects ongoing reaccelerated investment could lead to Shopee EBITDA and group level profit reverting to loss in future quarters," the analyst wrote. "Although we agree it is the right approach to defend market share amid intensified competition, no clear direction of GMV growth and management's tolerance of turning back to loss-making suggest to us that there is a lack of visibility on the investment's effectiveness and a brutal battle could be just starting."Citi believes investors' con

Investor confidence in Sea Ltd (SE) 'has been hammered' - Citi

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":209530927693912,"tweetId":"209530927693912","gmtCreate":1692194957556,"gmtModify":1692194962361,"author":{"id":3581174525648411,"authorId":3581174525648411,"authorIdStr":"3581174525648411","name":"AdelGYS","avatar":"https://static.tigerbbs.com/6147c611984619a69630f877f8238a7a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Very busy with mixed comments and different analysts ...&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Very busy with mixed comments and different analysts ...&nbsp;</p></body></html>","text":"Very busy with mixed comments and different analysts ...","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/209530927693912","repostId":2359383114,"repostType":2,"repost":{"id":"2359383114","pubTimestamp":1692188400,"share":"https://www.laohu8.com/m/news/2359383114?lang=&edition=full","pubTime":"2023-08-16 20:20","market":"us","language":"en","title":"Investor confidence in Sea Ltd (SE) 'has been hammered' - Citi","url":"https://stock-news.laohu8.com/highlight/detail?id=2359383114","media":"StreetInsider","summary":"Citi analyst Alicia Yap downgraded shares of Sea Ltd.  to Neutral from Buy, lowering the price target to $50 from $98 per share in a note Wednesday. The analyst told investors that the company's strategy shift amid intensified competition raises uncertainty.Sea reported a mixed 2Q23 on Wednesday, missing earnings expectations. However, the company's gaming operating metrics like QAU and paying users and e-commerce metrics like gross order growth and active users achieved sequential growth. \"Management expects ongoing reaccelerated investment could lead to Shopee EBITDA and group level profit reverting to loss in future quarters,\" the analyst wrote. \"Although we agree it is the right approach to defend market share amid intensified competition, no clear direction of GMV growth and management's tolerance of turning back to loss-making suggest to us that there is a lack of visibility on the investment's effectiveness and a brutal battle could be just starting.\"Citi believes investors' con","content":"<html><body><div>\n<div>\n<div>\n<img src=\"https://www.streetinsider.com/images/summaries/547/resize_se_6141cf5a112a9.jpg\"/>\n</div>\n</div>\n<p>Citi analyst Alicia Yap downgraded shares of <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>. (NYSE: SE) to Neutral from Buy, lowering the price target to $50 from $98 per share in a note Wednesday. </p><p>The analyst told investors that the company's strategy shift amid intensified competition raises uncertainty.</p><p>Sea reported a mixed 2Q23 on Wednesday, missing earnings expectations. However, the company's gaming operating metrics like QAU and paying users and e-commerce metrics like gross order growth and active users achieved sequential growth. </p><p>\"Management expects ongoing reaccelerated investment could lead to Shopee EBITDA and group level profit reverting to loss in future quarters,\" the analyst wrote. </p><div><div><div></div></div></div><p>\"Although we agree it is the right approach to defend market share amid intensified competition, no clear direction of GMV growth and management's tolerance of turning back to loss-making suggest to us that there is a lack of visibility on the investment's effectiveness and a brutal battle could be just starting.\"</p><p>Citi believes investors' confidence in the stock \"has been hammered\" and that the share price is likely to be range bound as a result. </p><p>By Sam Boughedda</p> </div></body></html>","source":"highlight_streetinsider","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>Investor confidence in Sea Ltd (SE) 'has been hammered' - Citi</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\">\nInvestor confidence in Sea Ltd (SE) 'has been hammered' - Citi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-16 20:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22053276><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citi analyst Alicia Yap downgraded shares of Sea Ltd. (NYSE: SE) to Neutral from Buy, lowering the price target to $50 from $98 per share in a note Wednesday. The analyst told investors that the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22053276\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","BK4588":"碎股","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","BK4503":"景林资产持仓","SE":"Sea Ltd","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4207":"综合性银行","BK4551":"寇图资本持仓","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","BK4581":"高盛持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999001135.SGD":"United ASEAN Fund SGD","BK4548":"巴美列捷福持仓","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU0048573645.USD":"富达东盟基金","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","BK4554":"元宇宙及AR概念","SG9999013478.USD":"利安新加坡股息基金","SG9999002406.SGD":"利安新加坡信托基金","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0251143029.SGD":"Fidelity ASEAN A-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4566":"资本集团","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4535":"淡马锡持仓","C":"花旗"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22053276","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359383114","content_text":"Citi analyst Alicia Yap downgraded shares of Sea Ltd. (NYSE: SE) to Neutral from Buy, lowering the price target to $50 from $98 per share in a note Wednesday. The analyst told investors that the company's strategy shift amid intensified competition raises uncertainty.Sea reported a mixed 2Q23 on Wednesday, missing earnings expectations. However, the company's gaming operating metrics like QAU and paying users and e-commerce metrics like gross order growth and active users achieved sequential growth. \"Management expects ongoing reaccelerated investment could lead to Shopee EBITDA and group level profit reverting to loss in future quarters,\" the analyst wrote. \"Although we agree it is the right approach to defend market share amid intensified competition, no clear direction of GMV growth and management's tolerance of turning back to loss-making suggest to us that there is a lack of visibility on the investment's effectiveness and a brutal battle could be just starting.\"Citi believes investors' confidence in the stock \"has been hammered\" and that the share price is likely to be range bound as a result. By Sam Boughedda","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":48,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}