Annie12345
2021-12-13
Ok
@Deonc:
Sea Limited drops to end week
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":604800763,"tweetId":"604800763","gmtCreate":1639364649863,"gmtModify":1639364924275,"author":{"id":3573948076022422,"idStr":"3573948076022422","authorId":3573948076022422,"authorIdStr":"3573948076022422","name":"Annie12345","avatar":"https://static.tigerbbs.com/b7529e308acffa5522a9e9690d9dcae6","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":42,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Ok</p></body></html>","htmlText":"<html><head></head><body><p>Ok</p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/604800763","repostId":605462650,"repostType":1,"repost":{"magic":2,"id":605462650,"tweetId":"605462650","gmtCreate":1639222201797,"gmtModify":1639233253732,"author":{"id":3569316529855154,"idStr":"3569316529855154","authorId":3569316529855154,"authorIdStr":"3569316529855154","name":"Deonc","avatar":"https://static.tigerbbs.com/d9aa45dd2eb58357f6477dcfb99d1415","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":853,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"Sea Limited drops to end week","extraTitle":"","html":"<html><head></head><body><p>Sea Limited drops to end week as Hedgeye calls it a top short idea</p><p> Back view of young gamer playing video games on computer</p><p>Sea Limited (NYSE:SE) ended the week on a low note, dropping 6.6% today after being named as a best idea short at Hedgeye.</p><p>Shares had pulled back some 30% from their all-time highs already, analyst Felix Wang notes, but says the valuation is still \"lofty\" - and has room for another 35% downside.</p><p>The company is facing more competitive pressure, he says, and some of the routes forward aren't as solid as expected. Sea is looking to Brazil to support international growth, but Wang says the gaming opportunity in Brazil is \"hyped\" and e-commerce there is shaky as well.</p><p>As for its flagship game Garena Free Fire, it's a \"one-hit wonder whose performance has peaked,\" with engagement now lagging behind peers, Hedgeye says. And Shopee is getting \"most of the e-commerce buzz around the world,\" though sharp deceleration \"could be the theme in 2022.\"</p><p>\"Conditions need to be near perfect for SE to ascend back to its meteoric heights,\" Wang says.</p><p>After its last earnings report, Sea's shares slipped nearly 4% despite results where revenues more than doubled, as its loss came in worse than expected.</p><p>Now Read: Sea Limited 2021 Q3 - Results - Earnings Call Presentation</p></body></html>","htmlText":"<html><head></head><body><p>Sea Limited drops to end week as Hedgeye calls it a top short idea</p><p> Back view of young gamer playing video games on computer</p><p>Sea Limited (NYSE:SE) ended the week on a low note, dropping 6.6% today after being named as a best idea short at Hedgeye.</p><p>Shares had pulled back some 30% from their all-time highs already, analyst Felix Wang notes, but says the valuation is still \"lofty\" - and has room for another 35% downside.</p><p>The company is facing more competitive pressure, he says, and some of the routes forward aren't as solid as expected. Sea is looking to Brazil to support international growth, but Wang says the gaming opportunity in Brazil is \"hyped\" and e-commerce there is shaky as well.</p><p>As for its flagship game Garena Free Fire, it's a \"one-hit wonder whose performance has peaked,\" with engagement now lagging behind peers, Hedgeye says. And Shopee is getting \"most of the e-commerce buzz around the world,\" though sharp deceleration \"could be the theme in 2022.\"</p><p>\"Conditions need to be near perfect for SE to ascend back to its meteoric heights,\" Wang says.</p><p>After its last earnings report, Sea's shares slipped nearly 4% despite results where revenues more than doubled, as its loss came in worse than expected.</p><p>Now Read: Sea Limited 2021 Q3 - Results - Earnings Call Presentation</p></body></html>","text":"Sea Limited drops to end week as Hedgeye calls it a top short idea Back view of young gamer playing video games on computer Sea Limited (NYSE:SE) ended the week on a low note, dropping 6.6% today after being named as a best idea short at Hedgeye. Shares had pulled back some 30% from their all-time highs already, analyst Felix Wang notes, but says the valuation is still \"lofty\" - and has room for another 35% downside. The company is facing more competitive pressure, he says, and some of the routes forward aren't as solid as expected. Sea is looking to Brazil to support international growth, but Wang says the gaming opportunity in Brazil is \"hyped\" and e-commerce there is shaky as well. As for its flagship game Garena Free Fire, it's a \"one-hit wonder whose performance has peaked,\" with engagement now lagging behind peers, Hedgeye says. And Shopee is getting \"most of the e-commerce buzz around the world,\" though sharp deceleration \"could be the theme in 2022.\" \"Conditions need to be near perfect for SE to ascend back to its meteoric heights,\" Wang says. After its last earnings report, Sea's shares slipped nearly 4% despite results where revenues more than doubled, as its loss came in worse than expected. Now Read: Sea Limited 2021 Q3 - Results - Earnings Call Presentation","highlighted":2,"essential":1,"paper":2,"link":"https://laohu8.com/post/605462650","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SE"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1069,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1121,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/604800763"}
精彩评论