$Sea(SE.US$ 20% in a month… nice!
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$Sea(SE.US$ double top daily. Nice push today. Trim a little and tomorrow another day. Still believe we hit the next resistance in the 66s.
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$Sea(SE.US$
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 t...
Morgan Stanley upgraded Sea Limited to Overweight from Equal Weight with a price target of $70, up from $65.
The firm says its upgrade reflects higher conviction in its 2024 base case given year-to-date momentum and "relatively rational competition" in e-commerce. Given Shopee's market share trend, GMV growth, improving unit economics, competitor moves on commissions, and the management outlook, the firm argues t...
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$Sea(SE.US$ 70’s are in play very soon. I dunno maybe a week or two.
$Sea(SE.US$ can anyone confirm a) if Shopee started advertising like Amazon ads b) if Free Fire severs being setup in India ahead of release back in India.
Any insights will be appreciated
BTW J&T reported 55% parcel volume pickup in Q1 over last year. What if Shopee saw similar pickup! Shorts will be roasted alive!
Any insights will be appreciated
BTW J&T reported 55% parcel volume pickup in Q1 over last year. What if Shopee saw similar pickup! Shorts will be roasted alive!
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$Sea(SE.US$
Loop Capital upgraded Sea Limited to Buy from Hold with a price target of $92, up from $59.
The stock's valuation pressure the last two years is mainly because of aggressive competition and share loss to TikTok $ByteDance(FT0001$ , the analyst tells investors in a research note.
However, the firm says the recent announcement of a commission rate increase by the combined TikTok-Tokopedia, its...
Loop Capital upgraded Sea Limited to Buy from Hold with a price target of $92, up from $59.
The stock's valuation pressure the last two years is mainly because of aggressive competition and share loss to TikTok $ByteDance(FT0001$ , the analyst tells investors in a research note.
However, the firm says the recent announcement of a commission rate increase by the combined TikTok-Tokopedia, its...
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$Sea(SE.US$ for those that have patience, this will go back above 100$ and for sure even more (in longer timeline).
The downward forces from gaming have finished and their geographical focus and the 2 strong segments (leaving aside gaming) have tremendous growth and profitability potential.
One of the few very sure bets, but it requires patience, as said before.
The downward forces from gaming have finished and their geographical focus and the 2 strong segments (leaving aside gaming) have tremendous growth and profitability potential.
One of the few very sure bets, but it requires patience, as said before.
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