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Sea
Broker's Calls
Analysts raise TPs on Sea after another ‘blowout’ quarter
The analysts see an improved outlook for Shopee amid stabilisation of the Asean e-commerce competitive landscape.
13 days ago
Broker's Calls
More Asean investors positioned in Grab while Singtel remains high on the radar following DC foray: Maybank
Among regional telcos, Singtel dominated most investor discussions.
July 12, 2024
Broker's Calls
Positive 1QFY2024 results expected, CGS keeps ‘add’ on Sea with higher TP of US$76
The analysts forecast Sea to report improved adjusted ebitda performance on a q-o-q basis in 1QFY2024 to US$247 million.
April 25, 2024
Broker's Calls
Citi positive on Sea following upbeat business prospects
The analysts see upside risk to share price and estimates if the landscape further stabilises with earlier-than-expected breakeven
March 25, 2024
Company in the news
Gen Zs in Southeast Asia prefer e-commerce platforms for discovery and research: Shopee
With Gen Zs' interest in e-commerce and online shopping rising, Shopee is launching a few new initiatives to capture this trend.
March 19, 2024
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