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Sea (SE US)
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765
Analysis
Communication Services
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Singapore
Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
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bearish
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Sea
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17 May 2023 15:34
Sea Ltd: Free Fire's Downfall, Shopee’s Struggles, Is Fintech the Next Challenge?
The fintech segment, which was previously seen as a positive aspect, has exhibited weaknesses in the first quarter, with both revenue and operating...
Oshadhi Kumarasiri
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584 Views
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bullish
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S&P BSE SENSEX Index
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13 May 2023 00:52
Broad-Based Improvement in India, Add Exposure/Overweight. Buys: Cyclicals in Japan, India, & Taiwan
Seeing broad-based improvement in India #SENSEX -- overweight/add exposure. We still recommend a tactical overweight to ACWI defensives with $ACWI...
Vermilion Research
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386 Views
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bearish
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Sea
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11 May 2023 19:15
[Sea Limited (SE US, SELL, TP US$62) Earnings Preview]: Increase Spending in ECommerce and Gaming
We expect that Shopee is spending more in recent months to defend from TikTok Ecommerce’s growth, which may have reached to about 15% of Shopee’s...
Blue Lotus Research Institute
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379 Views
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bullish
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Bukalapak.com PT Tbk
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04 May 2023 14:08
Bukalapak (BUKA IJ) - Specialty Hits Home
Bukalapak 1Q2023 results booked encouragingly strong headline growth coupled with even stronger revenues as take rates increased, with its...
Angus Mackintosh
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506 Views
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bullish
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GoTo Gojek Tokopedia Tbk PT
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30 Apr 2023 22:54
GoTo (GOTO IJ) - Foundations Laid for Profitable Growth
GoTo 1Q2023 numbers were impressive with the group now contribution margin positive for all its divisions plus making good headway towards positive...
Angus Mackintosh
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414 Views
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