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Sea Limited's Resilience in E-commerce: A Look at Q4 PerformanceSea Limited (NYSE: NYSE:SE ), Southeast Asia's internet giant, has once again demonstrated its resilience in the face of evolving market dynamics. Despite challenges posed by intensified competition and shifting consumer preferences, Sea Limited's ( NYSE:SE ) recent quarterly earnings report unveils a promising outlook for its e-commerce and gaming segments. E-commerce Strength Amidst Challenges: Sea Limited's ( NYSE:SE ) fourth-quarter earnings reveal a smaller-than-expected decline in adjusted EBITDA, signaling robustness in its e-commerce operations. Despite a 74% year-on-year drop attributed to marketing spending, Sea Limited ( NYSE:SE ) exceeded analysts' earnings projections, bolstering investor confidence. Notably, the online retail arm Shopee continues to attract buyers, with e-commerce revenue surging by 23%, underscoring its enduring popularity in the region's burgeoning digital market. Navigating Competitive Pressures: The intensifying competition, particularly from formidable rivals like TikTok and Alibaba, poses challenges to Sea Limited's ( NYSE:SE ) market dominance. However, Sea's proactive strategies, including investments in its live-streaming arm and aggressive cost-cutting measures, reflect its commitment to fortifying its position in the face of stiff competition. Chief Financial Officer Tony Hou's assertion of gaining market share amidst intense competition underscores Sea Limited's resilience and strategic agility in navigating challenging market dynamics. Gaming Division Dynamics: Sea Limited's gaming arm, Garena, continues to capitalize on sustained demand for its flagship title Free Fire. With over 100 million peak daily active users, Free Fire remains a formidable force in the gaming landscape. While fourth-quarter revenue witnessed a decline of 46.2%, Sea Limited anticipates double-digit growth in users and bookings for Free Fire in the coming year. Despite challenges in launching new blockbuster hits, Sea Limited ( NYSE:SE ) remains optimistic about the growth prospects of its gaming division. Strategic Investments and Future Outlook: Sea Limited's ( NYSE:SE ) CEO Forrest Li's commitment to ramping up investments in Shopee underscores the company's proactive stance in defending its market share. As Sea Limited ( NYSE:SE ) seeks to balance growth objectives with profitability, investors closely monitor its strategic initiatives and financial performance. The re-acceleration of investments in Southeast Asian e-commerce, while essential for sustaining market leadership, may exert pressure on profit margins in the short term. However, Sea Limited's ( NYSE:SE ) relentless pursuit of innovation and market expansion positions it favorably for long-term growth and resilience in the dynamic Southeast Asian tech landscape. Conclusion: Sea Limited's ( NYSE:SE ) robust performance in the fourth quarter underscores its resilience and adaptability in navigating challenges and capitalizing on emerging opportunities. With a steadfast focus on strengthening its e-commerce and gaming segments, Sea Limited remains well-positioned to maintain its leadership in Southeast Asia's burgeoning digital economy.
NYSE:SELong
by DEXWireNews
SEA PEARL First of all SEA PEARL is in bearish momentum but in DSE we can't short the stock.... we can only long the Stock. after a very big bearish rally price made bullish engulfing candle and price need to retest resistance area because price can't go exponentially high or low it has to make HH,HL or LH,LL at this moment SEA PEARLS price is in LL structure now guess what price must have to make LH so going long at 99.70 taka and sell at 160 area is a good logical trade....and always manage your risk
DSEBD:SEAPEARLLong
by Taj-4
2
I’d Like to Be, Under the $SELong term buys from here down to a possible gap fill (low 30's from 2019-2020 pre pump to 300s) have a great R:R if you have a long enough time horizon. Company is putting in the money now to have effortless positive earnings/share in the future. Hard to ignore at these levels with the CEO still so heavily invested and holding strong. Long term price target > $100 and willing to hold for 5+ years to possibly see >200 and a run to ATH for a 10x. Buying anything barring new information.
NYSE:SELong
by BlockChaiinz
Grains outlook hangs in the balance of the Black Sea Grain deal The failed rebellion by the Wagner group over the June 24th weekend brought to light not only the ineptitude of the Russian top military command but also the carefully crafted image of President Putin as the guarantor of stability. Putin’s assertion that the quick end of the 24-hour revolt had shown the unity of Russians behind him was contradicted by footage of adoring crowds cheering Prigozhin and his fighters as they came out of a southern city they had occupied. It is possible that Putin could step up the escalation between Russia and Ukraine to re-establish his position which currently appears weakened. The recent political turmoil in Russia lowers the probability of the Black Sea Grain deal being extended beyond mid-July (current deal expires on July 18th). No respite in Russia’s sabre-rattling Even prior to the failed coup in Russia, pessimism had been expressed by both the Russian and Ukrainian sides. One senior Ukrainian diplomat has even spoken of a 99% probability of Russia withdrawing from the agreement. Russia has repeatedly threatened to quit the deal, complaining that obstacles remain to its own exports of food and fertilizer. It has also demanded the re-opening of the ammonia pipeline as a condition for renewing the grain corridor deal through the Black Sea. However, the ammonia pipeline was damaged a day before the Kakhovka dam was destroyed on June 6. This increases the risk that Russia could after all follow through on its threat and revoke the grain deal as early as July. Grains outlook clouded by Black Sea Grain deal The original agreement brokered on 22 July 2022, by the United Nations and Turkey to open a safe maritime humanitarian corridor in the Black Sea helped to address the global food security crisis and lower grains prices. Participants on the agricultural markets remain anxious on the extension of the current deal and it could lend additional tailwinds to grains prices. According to data from the Commodity Futures Trading Commission, wheat, corn and soybeans saw a 21%, 43% and 35% decline in short positioning underscoring a shift in sentiment towards weather uncertainty and geopolitical risk premiums. Top wheat producers forecast weak supply outlook owing to adverse weather conditions The prospects for the wheat crop in key producer countries has disappointed of late owing to adverse weather conditions. Dry conditions and low soil moisture in the west and east coasts of Australia imply that much of the 2023-24 crop has been sown dry and will require adequate and timely rain to allow the plants to germinate. Wheat is a major winter crop in Australia with planting from April and the harvest starting in November. The expected onset of the El Niño conditions from July will likely see winter crop output fall significantly according to Australian Bureau of Agricultural and Resource Economics and Science (ABARES). Across the globe, wild weather is affecting crops elsewhere, including Americas and North Africa. Europe is also being impacted by high temperatures and scant rainfall, increasing the risk of damage to the continent’s wheat crops. On the flip side, Canada and Ukrainian wheat supply forecasts are positive. According to Statistics Canada, 26.9 million acres have been planted with wheat – not only is this the highest figure in 22 years, it is also 0.4 million acres more than the analysts surveyed by Bloomberg had expected . The Ukrainian Grain Association (UGA) predicts significantly higher yields this year, meaning that the crop – contrary to what has been expected so far – could actually turn out to be higher than last season. However Ukrainian farmers are likely to struggle to export their grain owing to the uncertainty surrounding the Black Sea grains corridor. Corn market remains bullish Dry weather in the US and Europe has seen the condition of the corn and soybean crop deteriorate resulting in a price positive environment for corn and soybean. The United States Department of Agriculture’s (USDA) in its latest crop progress report continues to highlight concerns for the US corn and soybean crop, given the current dry weather conditions. The USDA rates 50% of the corn crop in good-to-excellent condition compared to 67% seen at the same stage last year. Moreover, the rating of the corn crop is the lowest seen for this time of year since 1988. This implies that the USDA’s optimistic forecast of 15.3bn bushels for the us corn crop in 2023/24 will hardly prove reasonable any longer. The National Centres for Environmental Prediction said it expects many parts of the Corn Belt that have been turning dry over the past month will get more rain than usual for this time of year over the next two weeks marking a change from earlier indications that El Niño would limit rainfall for thirsty crops. Soybean is also facing a similar story with 51% of the soybean crop rated good-to-excellent condition compared to 65% at the same time last year . Growing pessimism over the extension of the Black Sea Grains deal beyond mid-July is also likely to lend an additional tailwind for corn and soybean. Weak Chinese imports through most of the 2022/23 season surged in May to over 14.8mmt of corn, wheat, and soybeans, which was the highest monthly total since June 2021 . However we would caution that a fairly muted crop-based biofuel quotas from the US Environmental Protection Agency could offset some of the strength in Chinese demand. The front end of the soybean futures curve has extended its backwardation, now providing investors a 6.4% roll yield compared to 0% last month . This material is prepared by WisdomTree and its affiliates and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of production and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by WisdomTree, nor any affiliate, nor any of their officers, employees or agents. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not a reliable indicator of future performance.
Editors' picks
N
by aneekaguptaWTE
7
Get in the Sea!Sea Limited Short Term We look to Buy a break of 90.41 (stop at 80.81) A break of bespoke resistance at 90.00, and the move higher is already underway. The trend of higher lows is located at 71.50. Price action looks to be forming a bottom. We look for gains to be extended today. Our profit targets will be 132.30 and 156.28 Resistance: 90.00 / 133.00 / 174.80 Support: 71.50 / 66.80 / 55.00 Disclaimer – Saxo Bank Group. Please be reminded – you alone are responsible for your trading – both gains and losses. There is a very high degree of risk involved in trading. The technical analysis, like any and all indicators, strategies, columns, articles and other features accessible on/though this site (including those from Signal Centre) are for informational purposes only and should not be construed as investment advice by you. Such technical analysis are believed to be obtained from sources believed to be reliable, but not warrant their respective completeness or accuracy, or warrant any results from the use of the information. Your use of the technical analysis, as would also your use of any and all mentioned indicators, strategies, columns, articles and all other features, is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness (including suitability) of the information. You should assess the risk of any trade with your financial adviser and make your own independent decision(s) regarding any tradable products which may be the subject matter of the technical analysis or any of the said indicators, strategies, columns, articles and all other features. Please also be reminded that if despite the above, any of the said technical analysis (or any of the said indicators, strategies, columns, articles and other features accessible on/through this site) is found to be advisory or a recommendation; and not merely informational in nature, the same is in any event provided with the intention of being for general circulation and availability only. As such it is not intended to and does not form part of any offer or recommendation directed at you specifically, or have any regard to the investment objectives, financial situation or needs of yourself or any other specific person. Before committing to a trade or investment therefore, please seek advice from a financial or other professional adviser regarding the suitability of the product for you and (where available) read the relevant product offer/description documents, including the risk disclosures. If you do not wish to seek such financial advice, please still exercise your mind and consider carefully whether the product is suitable for you because you alone remain responsible for your trading – both gains and losses.
NYSE:SELong
by Saxo
Win some, lose some.Read news here Call me old fashion or out of sync with the market but I hardly buy things online. Hmm, wrong. I hardly buy things , haha. I remembered during my school days where we were allowed to wear home clothes to school (Polytechnic), I was always buying new clothes. I had to work as a waiter to supplement the income. Come to think of it, what a waste of money.....Then again, who had not make such mistakes when they were young , haha Decades later, I am contented with what I have , occasionally topping up my white Tee shirts that I like to wear. As such, I have really nothing I need to buy , either offline or online. However, from investment perspective, I am often searching for good companies to invest. SEA for some reasons I did not get in. But thank God, Tencent which I am vested is a shareholder and partner of this company. At its current price, I will not be buying and hope it will correct more so I get a chance to buy.
NYSE:SELong
by dchua1969
AMAZON - Let's Fly ✈️-Amazon, one-stop for U.S consumers when it comes to online shopping. -No need to talk about the amazing financials that Amazon has and the future potential of the e-commerce market is obvious. -What's more exciting is the newest game launch from Amazon; The New World. -Amazon is known to hop on every trending industry/sector that potentially brings in more profits for the company. We all saw how the Sea LTD added value to itself with the Free Fire. Now the company almost depends on Free Fire mainly for profits. -With Amazon, we have the same potential! If they launch a game that can get the gamer's attention, we can expect a tremendous rise in the stock price.
NASDAQ:AMZN
by caldooninvestment
2
21 Largest countries by total tradeA few things I notice: Brazil has all the tools in its hands to, but it does not trade (it's rank 25 to 30). AUD NZD are overrated (overtraded). China way underrated but they are new, they were a tiny economy until recently following their cultural revolution. Canada a bit overtraded but not a big deal. CHF and USD seem overtraded but that's normal, Switzerland has all the banking and all the big trading firms, the US have the world intl currency (for now) and all investors in the world buy US stocks (for now). Hehe Turkey is not even there, I think it trades around 400 billions just like Brazil & Australia. Mexico has a weaker army than Singapore. They're 500,000 btw. ==> No wonder they have drug gangs patrolling the country in trucks with mounted guns and "make examples. Not impossible drug cartel exports > The country exports. Russia is a significant world player because of its army. Russia has some major obstacles to growth. It is rekt by its no access to the world oceans. ==> "Fourteen percent of U.S. counties that are adjacent to the coast produce 45 percent of the nation's gross domestic product (GDP), with over three million jobs (one in 45) directly dependent on the resources of the oceans and Great Lakes.". "One of every 6 jobs in the U.S. is marine-related". "U.S. maritime transport carries 95% of the nation’s foreign trade". "More than 80% of the nation’s economy is supported in coastal states". It's that important. Not a Russia expert (I don't even trade the Rubble) but I think this explains why Russia top 2 exports: 1- Mineral fuels including oil: US$141.3 billion (42.1% of total exports) - sent by pipelines. 2- Gems, precious metals: $30.4 billion (9%) - For very valuable goods higher transport costs aren't that big of a deal. The strong army is strategic, it gives indirect advantages it is not just for conquering. But about the conquering... They have the strongest land force in the world and should they just develop supertrains and anti ice ships or something? Just give up on world waters? Even if the conquer east Europe they'd still be at the same point. They're good at hacking for sure. And Yandex, VK, culture, video games... Historically they are an industrial power right? They are Transitioning towards virtual which you do not need to put on a container ship. Really not an expert as I said but this seems like common sense, and I'm paying attention from afar. They've been bagholding attempts to improve the situation for centuries "never give up never surrender". Either recreate some giant USSR (not going to happen) or cut losses and accept this weakness, develop other things.
Education
by MrRenev
HUYA! Chinese Twitch, ready to take off, Long Play#HUYA Possible big reversal incoming, Multi bullish divergence printed on the daily charts. Big target for Earnings date. Price Target short term:23.8$ Extended:28.5$ Stop loss: if bad news or china market crashes. Video streaming platform in the biggest videogame market of the world..China. What there is to think? Only risks are represented by USA-CHINA tension and delisting threats from the American administration. But NO RISK NO REWARD, it's what it is.
NYSE:HUYALong
by Ankel-ssj