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.

Digital Economy

Indonesia's social commerce ban will be toothless

Indonesia's ban will do little to stall TikTok's march
DBS raises Sea’s TP  to US$78 on Indonesia’s social commerce ban - THE EDGE SINGAPORE

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.
Indonesia's latest regulatory move positive for Sea, further upside if other Asean regulators follow suit: Citi - THE EDGE SINGAPORE

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.

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.

Banking & finance

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

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.
Sea could see further margin improvement, CGS-CIMB keeps ‘add’ - THE EDGE SINGAPORE

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.

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
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