To The Moon

I like this event I like this event I like this event

Yes , good potential, with good PE soon . Good business with good management in placed . 2024 will see another good business year ahead . I am confident, this counter will do well again next year with many issues happening around the world ... Wars like Ukraine, Gaza and Israelites will have minimum situations here . Good luck and make more profits and enjoy . First quarter 2024 will likely be good . 

The ambitious Asian technology company still can't turn a profit.The market fell in love with a few stocks in 2020 and 2021, perhaps none more so than Sea Limited (SE -1.99%). With an ambitious three-headed strategy in video games, e-commerce, and financial services, along with rapidly growing revenue, investors bid up shares over 1,000% in just a few years. A good story plays well in a bull market, and Wall Street ate this one up.In 2022, the Sea Limited story took a turn for the worse. After reporting slowing growth and increasing operating losses, investors lost their lust for Sea Limited, with shares now down 90% from all-time highs. It didn't help that we were in a bear market with high inflation.However, if we look at Sea Limited's business, it has started to improve its profit numbe

#is sea still worth investing

Is SEA still worth to invest? I'm a super fan for shopee though 

Not worth.. Too many competitors.. 

[Miser]  [Miser]  [Anger]  [Anger]  

$Sea Ltd(SE)$  Lol I mean is it very surprising ? 🙄

Go go go go the best of the best

Sea Limited (parent company of Shopee, Garena, in case you were not aware) has plunged by around 17% last week after announcing earnings last Tuesday. The Singapore-based tech giant swung back to a net loss of $143.99 million in the third quarter, compared to a net income of $331 million in the second quarter. Sea gets a quant warning on Seeking Alpha Intense competition with no moat Sea is facing intense competition from Alibaba's Lazada and ByteDance's TikTok, as well as Pinduoduo's Temu and from seasoned e-commerce giant Amazon in the Southeast Asia region, in which Shopee operates.  Chairman and Group CEO Forrest Li mentioned that "We will prioritise investing in the business to increase our market share and further strength of market leadership. Our move to self sufficiency and p

$Sea Ltd(SE)$ I would suggest to wait for one or two more quarters towards her earning performance and guidance from the SE Management.  

read please. it is insight to the doubts that you may have

$Sea Ltd(SE)$ but only after next few days of up and down. Based on last close chart on last Friday, can see that currently is still moving down trench. But I predict coming Tues to Thursday will start moving up trench.  What do you think?

Sea's Shopee is the largest e-commerce marketplace in Southeast Asia and Taiwan, but it's still deeply unprofitable. Its other major business is Garena, a video game publisher that generates most of its revenue from a hit game called Free Fire.

$Sea Ltd(SE)$ 🤔🤔🤔🤔🤔🥰

$Sea Ltd(SE)$ Recent earnings report fell short of expectation causing the stock price to tumble, but unlikely to be for the long run. Looking at how both US-China relationships are warming up, likelyhood of trade between the two giants will start to improve as the ice melts. So definitely a bullish outlook for SEA.

$Sea Ltd(SE)$ Good to take advantage of the overcorrection

$Sea Ltd(SE)$ Posted an article pre earnings, and will post another now.  SEA's recent plunge in stock prices has been attributed to the surprise losses that it has posted after 3 quarters of profits. Investors who were hoping to see a fourth quarter of profits, thereby securing a full year of profitability, were disappointed and thereby sold the stock.  However, one must not forget that $Sea Ltd(SE)$ is a tech stock. Although profits are good, for such companies, profitability often takes a back seat to prioritizing user acquisition, geographic expansion, and innovative product development. Therefore, assessing SEA's potential demands a forward-loo

$Sea Ltd(SE)$  after the latest result, i am more convinced that the bonus of e-commerce platform is gone. It is now tiktok that take the lead. 

$Sea Ltd(SE)$ released its Q3 financial report for 2023. The three main business segments - gaming, e-commerce, and finance - showed mixed results. While the gaming sector remained profitable, the e-commerce division experienced a significant decline in profits, and the finance segment performed well but relied heavily on e-commerce.Although the market had already anticipated that Shopee would return to losses and erase this year's profits by focusing on volume over price, it was surprising to see that the losses were even greater than expected. This has raised doubts among investors regarding the growth achieved through this strategy.As a result, Sea opened at a -12% decline in the US stock market and continued to drop throughout the day, ultimatel

The ambitious Asian technology company still can't turn a profit.The market fell in love with a few stocks in 2020 and 2021, perhaps none more so than Sea Limited (SE -1.99%). With an ambitious three-headed strategy in video games, e-commerce, and financial services, along with rapidly growing revenue, investors bid up shares over 1,000% in just a few years. A good story plays well in a bull market, and Wall Street ate this one up.In 2022, the Sea Limited story took a turn for the worse. After reporting slowing growth and increasing operating losses, investors lost their lust for Sea Limited, with shares now down 90% from all-time highs. It didn't help that we were in a bear market with high inflation.However, if we look at Sea Limited's business, it has started to improve its profit numbe

Sea Limited (parent company of Shopee, Garena, in case you were not aware) has plunged by around 17% last week after announcing earnings last Tuesday. The Singapore-based tech giant swung back to a net loss of $143.99 million in the third quarter, compared to a net income of $331 million in the second quarter. Sea gets a quant warning on Seeking Alpha Intense competition with no moat Sea is facing intense competition from Alibaba's Lazada and ByteDance's TikTok, as well as Pinduoduo's Temu and from seasoned e-commerce giant Amazon in the Southeast Asia region, in which Shopee operates.  Chairman and Group CEO Forrest Li mentioned that "We will prioritise investing in the business to increase our market share and further strength of market leadership. Our move to self sufficiency and p

As Sea Limited (SE) gears up to unveil its third-quarter 2023 results on November 14, investors are bracing for potential market movements in the aftermath of the earnings call. The Zacks Consensus Estimate for earnings has held steady at 55 cents over the past 30 days, showcasing a cautious sentiment among analysts. While the company reported a loss of 66 cents in the same quarter last year, the consensus mark for revenues stands at $3.29 billion, reflecting a 12.26% growth from the year-ago quarter. $Sea Ltd(SE)$  Factors at Play for Q3 Results 1. Diversification and Digital Financial Services: Sea Limited’s digital financial services business is expected to show resilience, benefitting from a diversification of

In a surprising turn of events, shares of Sea Limited (SE) took a deep dive, plummeting by 21.5% following the company’s announcement of an unexpected quarterly net loss. The Singapore-based e-commerce and game-development giant reported third-quarter revenue growth of 4.9% year over year, reaching $3.31 billion. However, this seemingly positive metric was overshadowed by a net loss of $144 million, or $0.26 per share, under generally accepted accounting principles (GAAP). Analysts’ expectations were significantly off the mark, with the consensus estimating net income of $0.03 per share on lower revenue of $3.11 billion. $Sea Ltd(SE)$  Breaking Down Sea Limited’s Earnings Disappointment Within Sea’s top line, e-co

Sea's 3Q23 Earnings Preview: Here Are the Key Factors to Watch $Sea (SE.US)$ is set to release its third-quarter 2023 results on Nov 14. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days. The consensus mark for revenues is currently pegged at $3.21 billion, indicating a 1.55% year-over-year growth, slowing down from the 17.4% year-over-year increase in revenue the company had recorded in the same quarter last year. The consensus earnings is at 0.2 cents. Sea reported a loss of 66 cents in the year-ago quarter. Out of 21 Wall Street analysts who provided price predictions for the next year, 15 recommended buying Sea's stock, while the other 6 suggested holding onto them. These ratings indicate that Wall Street expects Sea's business to rem

Navigating the Seas of Expectations As $Sea Ltd(SE)$ prepares to unveil its Q3 results, investors are poised on the edge, seeking insights into the performance of this e-commerce and gaming giant. In the last quarter, Sea faced headwinds, reporting a 5.2% YoY revenue increase that missed analyst expectations by 4.7%. A decline in user base further compounded the challenges, with 43.1 million users, down 23.2% YoY. Sea Total Revenue Analysts anticipate a 1.7% YoY revenue growth to $3.21 billion in Q3, a notable slowdown from the 17.4% increase recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.10 per share. The majority of analysts, reaffirming their estimates, suggest a cautious but ste

$Sea Ltd(SE)$ Posted an article pre earnings, and will post another now.  SEA's recent plunge in stock prices has been attributed to the surprise losses that it has posted after 3 quarters of profits. Investors who were hoping to see a fourth quarter of profits, thereby securing a full year of profitability, were disappointed and thereby sold the stock.  However, one must not forget that $Sea Ltd(SE)$ is a tech stock. Although profits are good, for such companies, profitability often takes a back seat to prioritizing user acquisition, geographic expansion, and innovative product development. Therefore, assessing SEA's potential demands a forward-loo

Sea Limited (SE) appears to be a promising stock poised to beat earnings for several reasons.  First and foremost, the recent decision by Indonesia to restrict TikTok's role in e-commerce bodes well for Sea Limited. With TikTok's influence limited, Sea Limited can focus on its other revenue streams, potentially leading to increased earnings in the Indonesian market. Furthermore, Sea Limited's strategic move into the financial sector with MariBank is noteworthy.  The establishment of MariBank allows Sea Limited to bolster its cash reserves at a low-interest rate of 2.88%. This move is advantageous as it not only provides Sea Limited with additional financial flexibility but also contributes to reducing their overall cost of borrowing. Lowering borrowing costs is a key financial s

Previously, when valuing $Sea Ltd(SE)$ I based on the Q1 and Q2 earnings as well as the market's overall expectations for 2023 and 2024. However, things are always subject to change. Even Forrest Li Xiaodong may not have anticipated such significant market changes in just a few quarters, causing the Southeast Asian e-commerce throne to become unstable. Although it's not a complete disaster, intense competition can make the company's overall profit margin very unstable. Of course, it's not impossible that Sea's executives intentionally created a profit illusion in Q1 and Q2, sacrificing the performance of the following quarters and adopting an unsustainable approach of living off reserves. My previous bear case did not consider significant volatility

E-commerce in Southeast Asia and China is set for significant growth in the coming years, with expectations of continued expansion in these regions. Sea, headquartered in Singapore, is the parent company of Shopee, a prominent e-commerce platform in Southeast Asia. Reflecting the region’s favorable e-commerce trends, Shopee contributed significantly to Sea’s financial performance in the last quarter. Notably, the unit’s gross merchandise value saw a 7% year-over-year increase.  As you know, Sea is going to release its earnings today before market open, with investors looking out for new initiatives to kickstart growth amid increasing competition. Just like others in the global retail market, Sea too has been facing global headwinds of sticky inflationary pressures and macroecono

Next week will be a busy one for e-commerce stocks, as $Sea Ltd(SE)$ , $JD.com(JD)$ and $Alibaba(BABA)$  report their latest quarterly earnings one after another from 14 November till 16 November. While e-commerce stocks had flown to the moon at the onset of the COVID-19 pandemic, as millions of people affected by movement restrictions resorted to e-commerce to purchase their daily necessities, their stocks have since fallen back to earth as world transitions to a new normal. The trio has also suffered double whammies as Sea's online gaming platform was also af

$Sea Ltd(SE)$  Sea Limited faced another setback as it missed earnings, leading to a 12% loss in premarket trading. I find myself contemplating the future of Sea's prospects. The recurrent earnings miss raises concerns about the company's performance and management strategies. Considering the recent downturn, I am left pondering whether Sea is still a worthwhile investment. Being honest with myself, I acknowledge the possibility of being a bag holder – holding onto a stock that has depreciated significantly. It's a tough position to be in, questioning the long-term viability of an investment. The pivotal question remains: When will Sea return to profitability? It's a query that not only impacts current investors but also influences the dec

Earnings Calendar (13 Nov 2023) - Sea Limited? These are the earnings for the coming week starting 13 Nov 2023. Some of the earnings of interests are Tyson, Sea, Monday, CISCO and Alibaba. Let us look into Sea Limited. From the 9 years earnings data above, we have the following observations: Revenue has grown from $161M (2014) to 12,450M (2022). This is an exponential growth. In terms of operating profit, the company has been making a loss for 9 years though there has been a reduction of losses in recent years. Hopefully, it can become profitable soon. Gross profit stands at an average of 30.8% from 10-year median margin. There is concern that Debt/Equity stands at 0.5. the price has dropped almost 8% from a year ago. For the coming earnings, the EPS and revenue forecast are 0.1179 a

$Sea Ltd(SE)$ Bullish on this. Company has seen consecutive reports inching the company towards profitability, however, it has also seen a beating at every one of them as investors pummelled it into the earth, mostly because these reports had missed it's estimates. Yet, it doesn't change the fact that this company is moving towards profitability. However, one must be aware that this decrease in losses is lesser due to growth in revenue, and more to do with a $Sea Ltd(SE)$ tightening it's belt and reducing it's cost. Without organic growth, it is going to be harder and harder down the line to sustain it's march towards profitability.  A yearly significant event for

$Sea Ltd(SE)$Wave Hello GIF by corgiyolk investors have lost confidence that Sea will be able to perform in the medium term. For longs there is nothing much to do but to wait until the ER. They did get approval for “Free Fire” in India and they have been net income positive for 3 quarters in a row.As we all know the stock hasn’t done anything since August, and I think it’s good that it’s just been consolidating for the last 90 days. Maybe it is “dead money” as you say, but it’s now trading above it 50DSMA. Right now I think most investors are expecting more of the same from Sea. Looking at options expiring 11/17, the put/call ratio is 0..75 which for now is slightly bullish expectation.So now it’s almost time to trade it ac

$Sea Ltd(SE)$ 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 di

$Sea Ltd(SE)$ ImageImageImageSE really is schrödinger's stock. Do you see the start of a new uptrend after a double bottom puke on high volume, or a bear flag. Do you see the massive revenue growth in all 3 segments continuing, or E-com going to zero, a aging VG divisions and garbage fintech?It's at 11.5/12x ebitda if they keep growth in mid double digits. Which is possible.If Sea's earnings report is strong, I predict we'll see a nice bump in their stock price. It's been hovering around the same level for too long, and it's time for a change.

$Sea Ltd(SE)$ The 3Q covers Jun to Sep when the promotional activities were relatively mute. For the last quarters, we will normally see the strong promotional sales like 9.9, 10.10 and the original single day sales 11.11.  The revenue might be able to lift off for 3Q however as a avid user of Shopee, one of the key subsidaries of Sea Ltd, i realised that they have been throwing the in-App coins to lure customers back and the coins given is very generous. Do not forget that coins are also part of the expenses and the expenses reduce profit and also margin if not managed properly. Overall, i see see weaker results given the overall challenging environment brought by high inflation and high interest rare, disposable

$Sea Ltd(SE)$ My point regarding AMZN $Amazon.com(AMZN)$ is that they were largely unprofitable for many years investing in infrastructure and market share as is SE.I suggest you look at the cash burn in the last qaurterly report. The spending will continue however SE can become even more profitable at any point by adjusting the spend. With the fintech and gaming segments flourishing you should be more worried about how Wall Street values the sum of the parts of such a valuable company in one of the fastest growing economic areas on the planet.I'm no financial guru, but even I can see that Sea has some serious potential. This earnings report could be the catalyst that sets them on