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Broker's Calls
Increased regional competition and spending by Sea has PhillipCapital and Maybank lowering TP to US$61 and U$62
Sea is gaining market share against competitors, but has come at a cost of profitability.
November 20, 2023
Broker's Calls
Analysts mixed on Sea following 2QFY2023 earnings and re-pivot to accelerating Shopee growth
All analysts have kept their “buy” and “add” calls, but CGS-CIMB and PhillipCapital analysts have lowered their TPs accordingly.
August 17, 2023
Company in the news
Sea's US$10 bil wipeout lays hard road back from tech crash
The risk is that Sea, which reported losses for more than a decade, will sink back into the red after three profitable quarters.
August 16, 2023
Broker's Calls
Brokers' Digest: Hongkong Land, Wilmar, CSE Global, Aztech Global, Sea, MPACT, Far East Hospitality Trust
See what the analysts have to say this week.
July 27, 2023
Company in the news
Sea’s path to profit paved with layoffs, single-ply toilet paper
Just over a year ago, Forrest Li was laid up in bed with Covid, fretting about the future of his company, Sea Ltd.
May 16, 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
Broker's Calls
DBS ups Sea Limited's TP to US$103 as it sees a turnaround in its e-commerce and fintech segments
DBS has upped its adjusted ebitda estimates for the FY2023 to US$2.3 billion compared to a loss of US$321 million earlier.
March 21, 2023
Tech
Sea cuts more jobs at Shopee days after posting surprise profit
The latest cuts affect fewer than 500 full-time and contract workers in Shopee’s customer service team in Indonesia.
March 10, 2023
Broker's Calls
Brokers' Digest: Sea, Venture Corp, UMS Holdings, DFI Retail Group Holdings, Japfa, HRnetGroup
See what the analysts have to say this week.
March 10, 2023
Broker's Calls
DBS downgrades Grab to 'fully valued', highlights TikTok’s potential threat to Asean internet companies
Southeast Asia is projected to be TikTok Shop’s most promising region, led by Indonesia.
January 30, 2023