$Sea (SE.US)$ Dont know hows earning eh? [Drowsy][Disappoint...

• 102539156 Dan : Me wondering if Shd sell before earnings or not… worried abt gap down

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• Apoplo OP 102539156 Dan : yea man, worry about that too, but year end sales should be not bad bah jus tat gaming got affected by some bans

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• 102539156 Dan Apoplo OP : Ban came in recently .. Shd affect too much… but d mkt have been very cruel to earning miss… forward guidance too… I m current down 200+ usd… thinking to cut or not… previously got hit on roku on earnings … fb too

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• Apoplo OP 102539156 Dan : oh man, well guess if wanna risk can watch earning live and act quick accordingly. Who knows what russian ukraine are cooking over the peace talking table also~

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• 102539156 Dan Apoplo OP : This war will b going on for sometime… Russia miscalculation… mkt reacts too fast for us to press d button at times … tried that a few times

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• YellowPika : I think sea will perform lesser than expected since regulations are under spotlight

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• Stirling : I believe the e-commerce EBITA should start to see improvements in margin.  I have noticed Shopee SG platform has started reducing its coin/cash rebates to consumers since December 2021.  The rates were further reduced in January and February 2022.  SEA would likely provide improving EBITA margin moving forward which is what the market would like to see.

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• Zaxon888 : Eventually will climbed to $250, why worried over one earnings?

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• Apoplo OP Zaxon888 : hahaha well small player tend to look at short term mah

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• Apoplo OP Stirling : yea hope it reflects bah, shopee is quite aggresive these day in payment & supermarket as well

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