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$Sea Ltd(SE)$ Morgan Stanley upgraded Sea Limited to Overweight from Equal Weight with a price target of $70, up from $65. The firm says its upgrade reflects higher conviction in its 2024 base case given year-to-date momentum and "relatively rational competition" in e-commerce. Given Shopee's market share trend, GMV growth, improving unit economics, competitor moves on commissions, and the management outlook, the firm argues that the risk-reward balance is now more favorable.

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lemonadey
·04-23
I agree with Morgan Stanley's upgrade on Sea Limited.
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