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Sea Limited (SE)

NYSE - Nasdaq Real Time Price. Currency in USD
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316.72-19.54 (-5.81%)
At close: 4:00PM EDT
316.60 -0.12 (-0.04%)
After hours: 05:53PM EDT
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  • T
    Tim
    Are investors starting to realize that valuation and earnings do actually matter? You mean you can’t just keep playing musical chairs paying 50 times sales with negative earnings $SE? No matter which way you want to slice it $BABA is cheap
    Bullish
  • J
    James
    Next few weeks will be a golden opportunity to either add or start a major position if you’ve missed the run this year. Look at the charts, any pullback is a buying opportunity. Long.
    Bullish
  • R
    R
    Got in finally.im from the Asia and this is big.amazon of SEA
  • S
    Snacks
    Shopee Poland is up and running.
    Bullish
  • J
    John
    Upgraded to buy. $400 price target. I am buying today.
    Bullish
  • S
    Snacks
    Coming soon... Shopee Argentina, Shopee India, and Shopee Poland. :)
    Bullish
  • s
    scott
    This is actually good news. Rather than being vowed as dilutive, analysts agree this move comes from a position of strength. SE has 5 billion in cash already on their balance sheet...this debt offering is earmarked for strategic expansion in India and Europe. Much like when Tesla's stock gets rewarded when they raise cash, it should be viewed as positive. SE will have the. ammunition to takeover new markets.
    "Any drop in share price that results from this announcement should be looked at as a buying opportunity for those who believe in the enormous prospects ahead for this company".
  • T
    TJ
    Bought 400 6/20 @ 83 and happy as a clam. Unfortunately bought in a brokerage account (not tax advantaged) and I am primarily a dividend investor (living on that cash flow). Hate to sell, pay the tax and watch SE double/triple ….also hate to see this drop back to $150 in a huge correction. What do you think? Sell half and let the rest ride?
  • J
    Jon
    Just curious, wth sold 400k stocks? That’s $130 million in a single trade.
  • J
    Jon
    Treasury yield is up for almost 10 bp! People are selling bonds to buy SE! Will reach 400 by mid-October when 10Y yield hits 1.7 again!
    Bullish
  • C
    Chris
    Bank of Am Merrill research report dated tomorrow the 20th has a PO of $380.
    Bullish
  • S
    Solomon
    Very volatile stock with huge up and down throughout the day. Trend is still upward toward $400 sooner or later...
  • W
    William
    I went and bought another 150 shares on that dip. My first shares were at $129.00. Today's rebound was a surprise. I thought there would be more consolidation.
    Bullish
  • T
    Tim
    All the people bad mouthing $BABA are the same people that think they are so smart paying 40-100 times sales for companies with negative earnings …. Currently earnings seem not to matter in this market, however at one point they always do.

    Look at $SE …. It’s worth $185 billion which is 46% of $BABA market cap …. $SE has trailing revenue of $4.4 billion and negative earnings

    $BABA has trailing earnings of $23.5 billion … yes that’s correct earnings not revenue. $BABA has 5.34 times the earnings that $SE has revenues.

    So all the clowns thinking they are smart buying $SE at an absurd valuations on any metric (even on a forward basis) and trashing $BABA. Just remember earnings and valuation do matter at some point. I’d hate to be playing musical chairs when all of a sudden they do matter.

    $BABA is not a broken company, it is a victim of a broken sentiment. Over time sentiment changes and in the end when entering a long position valuation does matter.

    So you can buy $SE at 42 times sales with negative earnings and sky high expectations. Or buy $BABA at 3.5 times sales, a PE of 18 and extreme low expectations.

    I know which one I am more comfortable owning, do you?
    Bullish
  • S
    Solomon
    Options manipulation going on right now... Heavy calls between $330 and $340... Will close higher after they are done killing the options.
  • F
    Felipe
    Hopefully, $$$Sea Ltd. (SE) would follow the footsteps and becoming the South East Asia 'Mercado Libre' of Latin America and 'Amazon' of North America.
  • G
    Gurpreet
    This is the point of stock market. How can people forget this. They need capital to expand and this is the best way to get it without aquiring loads of debt. Expansion is a bullish sign so keep buying these dips.
    Bullish
  • D
    David
    This is the bottom buy now before it hits 420.69 before market close!!!
    Bullish
  • T
    Ted
    All new shares gone at $318 per share …..according to Bloomberg Asia reporting just now.

    Let’s resume move up now
  • s
    scott
    This is the last day you'll see SE this cheap. Have you seen the growth in their business (and stock). This debt offering will help them expand internationally to new areas (India and Europe), and they're already killing it in the ones they are in (S.E. Asia and Brazil).
    Trap the $20 one-day discount while you can. This thing rarely steps off the up-escalator.