$Sea Ltd(SE)$ once the Q4 is wrapped up, early January, the company can release preliminary results

2021-12-15

$Sea Ltd(SE)$ once the Q4 is wrapped up, early January, the company can release preliminary results on how strong Shopee was in Q4 and perhaps Garena bookings as well. Just saying they would beat the guidance again when the final report is released in March would alter the landscape.

A strong preliminary report could help the stock gain all it lost recently in a few sessions. Just saying!

I’m assuming they have beaten their own Shopee guidance by another 300M to 600M and beaten Garena implied guidance by$100M or so showing no slowing.

It would also be helpful if they can say they are adjuster EBITDA profitable due to higher take rate and lower loss per order on Shopee!!

If they can do that, we are golden back to setting new highs.

I have no idea IF THEY CAN DO the above or not? But if any company is beating guidance by larger than a certain percentage, I think they are required to say it so.

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