In today’s briefing:
- Sea Ltd (SE US): Inside the Rally – What Drove the 20% Post Earnings Surge?
Sea Ltd (SE US): Inside the Rally – What Drove the 20% Post Earnings Surge?
- Sea Ltd’s stock surged nearly 20% yesterday after it reported 2Q 2025 results that beat street expectations across key metrics.
- During the investor call, Management sounded confident in sustaining growth while improving profitability, citing a vast addressable market and an emerging logistics cost advantage.
- Full-Year gaming guidance was raised on the back of Free Fire’s strong momentum across performance metrics.
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