I will giv_老虎社区_美港股上老虎

2021-11-15

I will give the bear case for the ER!

- lower sequential and YoY growth on gaming relative to Q2 results

- expected revenues growth of only 95% in Q3 vs 157% in Q2

- sequential growth from Q2 to Q3 is just a few percentage points

- expansion of Shopee cutting into overall gross margins of 41% in Q2 to perhaps only 40% in Q3

- supply chain disruptions? And taper of pandemic tailwinds?

Those are some bear points. But I do expect bears will be shocked to find what transpired in Q3 (my analysis on sensor tower data)!! Stay tuned to Tuesday for the shock bears will be treated to …$Sea Ltd(SE)$

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