Sea Ltd: Facing an Uphill Battle for Sustainable Profits
Shopee's profitability is at risk without sustained revenue growth. If the cost-cutting strategy persists, losses are expected by 3Q23 or possibly...
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Trading Sea Ltd in 2023: It Is Still The Same Beast
Trading Sea Ltd shares this year may not be as straightforward as the previous year. With the share price at pre-COVID levels, swing highs could be...
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Sea Ltd (SE US) - Shifting into Overdrive
Sea Ltd booked a blowout set of results, with strong growth and profitability across all three divisions, surpassing previous guidance and bringing...
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Aequitas 2025 Asia IPO Pipeline - ASEAN, ANZ, ADRs
In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at ASEAN, ANZ and ADRs, after having looked at HK, India,...
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A steady climb up: Charting Shopee’s growing take-rates in Southeast Asia in 2024
When Shopee launched and challenged Lazada for dominance in Southeast Asia’s e-commerce platform landscape in 2015-16, low or even fully...
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