MONDAY WITH THE SAVANT- Hello everyone there is stock I can't stop thinking about SE. I think it's about to pop $20. Who's With Me-? #1 Idea-) SE Sea Limited @$45 $44.99 +1.00(+2.27%)
Vz!!!!!!! I'm so glad you are with us. Any ideas for this week.? The children said you wouldn't show up!!! Common! I know you better. WE ARE ON FIRE!!!! EVERYONE IS TAKING ABOUT OUR THREAD!!!!!!!!
1 Growth Stock Down 88% to Buy Right Now William Duberstein, The Motley Fool Thu, Feb 15, 2024, 6:05 AM5 min read In this article: As a leader in emerging-market e-commerce, digital payments, and mobile games, Singapore-based Sea Limited (NYSE: SE) might have had the ideal businesses model for a global pandemic -- and the least-ideal model for the post-pandemic world. No wonder the stock was a 10-bagger from its early pandemic low to its 2021 high. But likewise, no wonder that with its "stay at home" businesses slowing down, the stock has retreated by nearly 90% from that peak. The stock now sits practically where it was on the eve of the pandemic. That said, there are indications Sea could be getting ready for its next run higher. Despite the stock's decline, management has been impressive If you look at Sea Limited's stock price in relation to both its revenue and operating earnings, you'd be hard-pressed to understand how the changes in the latter justified the plunge in the former. After all, revenue has continued to grow, even if that growth has slowed markedly from the more intense periods of the pandemic. Meanwhile, management made good on its promise to show profitability in this period of higher interest rates. Through cost-cutting and efficiency measures, CEO Forrest Li and his team was impressively able to pivot Sea to profits -- a stark turnaround.
I have folks in this name at the bar and they are grumbling too slow. I warned them $9 was the target. MLCO Melco Resorts & Entertainment Limited $8.83-0.07(-0.79%)4:00 PM 02/16/24 NASDAQ |$USD |Post-Market:$8.836:58 PM
3 Unstoppable E-Commerce Stocks Set to Soar in 2024 Omor Ibne Ehsan Sun, Feb 11, 2024, 4:32 PM4 min read In this article: The e-commerce sector has been a rollercoaster over the past few years, thanks to the ripples created by the pandemic. Many former high-flying stocks now sit at depressed levels after the temporary Covid-19 boom ended and more normal growth resumed. This cooldown may have made it seem like the potential of this sector had been overhyped. However, I think the cooldown was simply an adjustment to more sustainable long-term trends, not a sign that e-commerce is fading. My conviction on stocks like Shopify (NYSE:SHOP), which I recommended in mid-2022 when sentiment was still very negative, has already paid off as the recovery narrative takes hold. I believe other unjustly punished e-commerce stocks will also come back stronger. Let’s take a look at these under-loved e-commerce stocks ready to rebound higher! Sea Inc (SE) SEA Limited - Shopee app on mobile phone Source: Muh.Imron / Shutterstock.com When it comes to long-term upside potential, Sea Limited (NYSE:SE) remains one of my highest conviction picks, even after its massive selloff. This Singapore-based company operates three fast-growing businesses – Garena, Shopee e-commerce, and SeaMoney fintech. InvestorPlace - Stock Market News, Stock Advice & Trading Tips While growth has decelerated recently, Sea’s fundamentals remain strong for multi-year outperformance. The region it operates in Southeast Asia offers a massive runway for further penetration – both in gaming and online shopping. As middle-class incomes rise in Asia, Sea is poised to capitalize on swelling demand. Garena’s games, like League of Legends and FIFA Online 3, already have tremendous user bases. Meanwhile, Shopee is cementing itself as a top e-commerce destination across Southeast Asia. With growth in the region expected to continue outpacing developed markets, Sea’s leading market positioning leaves the company with ample room for expansion. Sea does not have the best margins currently, and near-term headwinds may persist. However, with analysts’ earnings per share growth estimates coming in at more than 100% from 2023 to 2025, and its forward price-earnings ratio sitting at just 15-times based on 2025 EPS, SE stock offers compelling long-term value. JD.com (JD) JD.com is a Chinese e-commerce company. Smartphone with JD.com logo on the screen, shopping cart and laptop. JD stock Source: Sergei Elagin / Shutterstock.com JD.com (NASDAQ:JD) has been lumped in with the broader selloff across Chinese equities amid concerns over geopolitics and growth in this region. However, with shares now trading at just 8-times forward earnings and 0.25-times sales, JD stock offers one of the best risk/reward setups in global e-commerce.
There has been a tremendous under performance in SE. Since 2/16/23 SE is DOWN 32%<---------- and the S&P is UP 22% It's up to us to figure out of the market has priced this correctly.
SE seems massively Under priced. https://seekingalpha.com/symbol/SE/...ric=priceReturn,diluted_eps_growth,net_income