$Sea(SE.US$ Earnings beat! And the finally turned a profit in 2023 with strong guidance for 2024 🎉
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danielninetyfour
commented on
$Sea(SE.US$ i thought 830pm?
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$Sea(SE.US$ lost almost 10b in market cap just because it missed earnings by a tad bit. ridiculous.
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$Sea(SE.US$ literally the most disappointing stock.
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$CSOP SEA TECH ETF S(SQQ.SG$ am i the only one who thinks the management fees are super high for an etf?
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danielninetyfour
voted
A day after Tencent's results, we now look at $Alibaba(BABA.US$ $BABA-SW(09988.HK$.
All I can say from big picture, is that Alibaba is facing a different set of challenge.
Where Tencent has swiftly shown recovery and improvements, Baba's struggles are different.
Here are some notes to take note of.
1. Total revenue is up 2% YoY only
Although there are bright growth sparks for International commerce, local consumer services, and Cainiao, it was all offset by a drop...
All I can say from big picture, is that Alibaba is facing a different set of challenge.
Where Tencent has swiftly shown recovery and improvements, Baba's struggles are different.
Here are some notes to take note of.
1. Total revenue is up 2% YoY only
Although there are bright growth sparks for International commerce, local consumer services, and Cainiao, it was all offset by a drop...
+1
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danielninetyfour
voted
It depends on what kind of perspectives that you are looking at when digging deep into $Sea(SE.US$ Q1'23 results.
No doubt the general picture is that there is growth and the company has turned EBITDA positive.
But going deeper into the finer details is where you ask more questions.
1. YoY single-digit growth topline, EBITDA positive
Growth has decelerated to just 5% for this once high and mighty growth stock.
Even though the E-Commerce (EC), Digital Financial...
No doubt the general picture is that there is growth and the company has turned EBITDA positive.
But going deeper into the finer details is where you ask more questions.
1. YoY single-digit growth topline, EBITDA positive
Growth has decelerated to just 5% for this once high and mighty growth stock.
Even though the E-Commerce (EC), Digital Financial...
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danielninetyfour
reacted to and commented on
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