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Sea
Broker's Calls
TikTok Shop Indonesia's combination with Tokopedia a net negative for Sea's Shopee
Shopee is expected to fight vigorously for market share in Indonesia following the move by TikTok and GoTo.
December 14, 2023
Digital Economy
Indonesia's social commerce ban will be toothless
Indonesia's ban will do little to stall TikTok's march
October 05, 2023
Broker's Calls
DBS raises Sea’s TP to US$78 on Indonesia’s social commerce ban
Any disruptions that TikTok sellers experience during the transition would likely be beneficial to Shopee.
September 28, 2023
Broker's Calls
Indonesia's latest regulatory move positive for Sea, further upside if other Asean regulators follow suit: Citi
The upcoming regulation will also affect live-streaming activities offered by Shopee.
September 26, 2023
Broker's Calls
Sea to post improved margins as Shopee continues market dominance: UOB Kay Hian
UOBKH firmly believes that Shopee will maintain its market leadership, underpinned by its sizable merchant and customer base.
July 25, 2023
Zest
Grab, Sea push Singapore to lift digital banks' deposit cap
Time is also ticking for these digibanks owned by non-financial firms to boost scale
July 13, 2023
Broker's Calls
Sea's rapid improvement in cost structure should lead to positive FY2023 net profit, analysts maintain 'buy'
Sea’s share price may weaken in the near term in view of the lower q-o-q earnings in 1QFY2023.
May 19, 2023
Digital Economy
Sea misses profit estimates, turnaround still fragile
Revenue grew just 5%
May 17, 2023
Broker's Calls
Sea could see further margin improvement, CGS-CIMB keeps 'add'
The analysts have lifted Sea’s FY2023-FY2024 EPS by 1.3%-25.6% on higher e-commerce margin assumptions.
May 12, 2023
Digital Economy
Southeast Asia's unicorns need to spin a new yarn
At the very least, start-ups must see a clear path to profit because market size alone is no longer a compelling tale
May 11, 2023