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Sea
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
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
Digital Economy
Tech will be like an oasis in the desert
The prospects of tech stocks amid the wider market woes are akin to an oasis in a desert
March 30, 2023
Results
Sea reports first profit after e-commerce holds up
Sea cut US$700 million from its quarterly sales and marketing expenses.
March 07, 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
Broker's Calls
Sea’s share price to remain volatile near term on slower topline growth in FY2023: CGS-CIMB
The analyst forecast Sea to achieve adjusted ebitda breakeven by 2QFY2023
January 13, 2023
Broker's Calls
UOBKH initiates 'hold' on Sea with TP of US$58.77
The analysts remain doubtful that the Sea's cost rationalising exercise could continue to improve profitability.
December 14, 2022