bearish
[Sea Limited (SE US, SELL, TP US$62) Earnings Preview]: Increase Spending in ECommerce and Gaming
392 Views11 May 2023 19:15
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 Southeast Asia GMV in 1Q23, per our estimation;
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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- SE/Tiktok:Chinese Practitioners' Discussions About TikTok's E-Commerce Business in Southeast Asia18 Jun 2023
- SE/BABA/PDD: Lazada's Fully Managed Model Will Impact Shopee, a Summary of Our Recent Channel Checks06 Jun 2023
- [Sea Limited (SE US, SELL, TP US$60) Target Price Change]: Cut Gaming Revenue and Margin Forecast17 May 2023
- [Sea Limited (SE US) Target Price Change]: Expect Weak Growth Trend into 202309 Mar 2023
- Sea Ltd's (SE US) - Through the Looking Glass08 Mar 2023
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