⬆ Sea Ltd - Sea Ltd's margin pressure is due to investment in logistics and loyalty programs, not price wars. Valuation for Shopee will re-rate as this margin cycle turns, with potential for ~60-90% upside.
Continue reading on Smartkarma:- https://www.smartkarma.com/insights/sea-ltd-se-us-shopee-trading-at-trough-valuations?utm_source=tiger_community
By Raj S, CA, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raj-s-ca-cfa?utm_source=tiger_community
On Sea Ltd (SE):- https://www.smartkarma.com/entities/sea-ltd?utm_source=tiger_community
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