SEA Earnings this week πŸ›οΈπŸ›’

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Shyon
05-12

My Take on Sea's Earnings Release

I am looking forward to Sea's $Sea Ltd(SE)$  earnings on May 13, 2025, before the market opens. With earnings per share at 93 cents and a prior 37% sales growth, I think Sea might outperform again. Management's 2025 optimism, including Shopee's projected 20% gross merchandise value growth with better profitability, makes me confident. I am excited to see if they can replicate their past success.

Sea Group 

Sea's Past Performance Insights

Sea's history impresses meβ€”they achieved a 37% sales increase last earnings, showing strength in Southeast Asia's digital market. Their diverse portfolio in e-commerce, gaming, and financial services supports my belief in their continued success in 2025. This track record gives me hope for their future results.


Will Sea Keep Up Profitability?

I wonder if Sea can maintain profitability after their last earnings beat. Their focus on growing Shopee's value by 20% while improving profitability is promising, but I will watch their cost management closely in the upcoming report. Their execution will be critical to sustaining this balance.

Sea CEO

Tariff Challenges for Sea

I am concerned about tariffs raising costs on Shopee, potentially impacting demand in price-sensitive markets. Cross-border operations might also face disruptions, so I am eager to see how Sea addresses this in their earnings call. Their response could shape their short-term outlook.


Sea's Potential Tariff Strategies

I hope Sea has plans to counter tariffs, like diversifying supply chains or focusing on local sourcing. Their gaming and financial services could also cushion any e-commerce setbacks, showing their resilience. This adaptability will be key to their success.


What Drives My Optimism for Sea

I remain positive about Sea due to their diversified model and strong growth. Their goal of balancing Shopee's 20% growth with profitability aligns with my view of their potential to outperform despite tariff challenges. Their strategic vision keeps me invested in their future.


Sea's Market Positioning

I see Sea as a leader in Southeast Asia's digital economy, thanks to Shopee and Garena. Their regional focus gives them an edge, which I believe will help them navigate global trade issues effectively. This regional dominance strengthens their competitive stance.


My Final Thoughts on Sea's Future

I believe Sea can weather the tariff storm with their strategic approach. Their earnings on May 13, 2025, will be key, and I expect them to deliver a strong performance and reassuring guidance for the year ahead. Their ability to adapt will define their long-term success.

Sea listed in NYSE

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Sea Core Businesses on Fire: Hold Tight Till $200?
The stock jumped 6% after Sea reported net income of $410.8 million for the first quarter through March, compared with a year-earlier loss. The company is performing well against rivals TikTok and Lazada. ----------------- After earnings beat, can Sea continue its uptrend till $200? How do you view Shoppee's strong trend againts Lazada and TikTok?
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