LiverpoolRed
2023-11-14

$Sea Ltd(SE)$ It's impressive how much SE has fallen from grace. While I am still holding on position in SE at the moment I do believe that this stock has a modest upside at the current price. It's worth a consideration for a speculative position. None of its competition is new. SE is the dominant player in its markets, off course it won't grow as fast as someone just starting out and burning billions! SEA has challenges, certainly, will require patience no doubt, but as a long term perspective, i dont see how not to be long on SE. I will keep buying. Great long opportunity. I had been buying Sea Ltd since it dropping. I have faith and confidence in this company. The 3 business models for gaming, e-commerce and digital banking are making profit now. Therefore, I do not see why the stock price will not be going up. You must keep for long term and you can see the price shot to the moon. Give me a like to support me.@Fenger1188  @nizam brown  @KryZ  @LMSunshine  @valentia  @Jojo0199  

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  • Jo Ker
    ·2023-11-14
    Hi bro! I agree with you it is a great idea to be long on SEA but it is not a speculative position. I am holding on and adding positions at the moment for the soar in price for 4Q earnings report. I have firm belief in SEA rebound just like Tesla!
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  • NYY123
    ·2023-11-15
    During SEA's earnings call, what I found interesting was that they mentioned that they can switch gears from growth to profitability anytime if they want to pivot. Current Q3 doesn't take into account Tiktok ban in Indo as that happened only in 3rd Oct. Interesting that they also mention they can target individual ecom users to focus their marketing attention on the active users to get more spend from them. They also mentioned that their 11.11 brought in USD 1 B of GMV (might have misremembered though).

    But overall, I think 4Q results will be stronger than 3Q since they don't have to spend as much on marketing in Indo and boost from 11.11. Growing DFS and stabilization of DE might help SEA further. Unexpected catalysts would be Tiktok shop ban in Malaysia and maybe even Vietnam.

    But overall interest rate environment is a big downer for SEA. So valuation will still be down for a while. But SEA is indeed cheap vs. Grab and other consumer tech play in the region

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  • LMSunshine
    ·2023-11-15
    Liked and supported ❣️
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  • Optionspuppy
    ·2023-11-16
    Up alot from low 36
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