$Sea (SE.US)$ The company expects the Shopee marketplace to ...

Sea's digital entertainment business is seeing weaker revenue in the near term, causing management to lower its guidance for the segment by $300 million to between $2.6 billion to $2.8 billion for the full year.

Overall, the market cares more about management's tune around profitability. With the stock trading at a significantly lower valuation, it certainly bolsters the bullish case for the stock if management delivers on its goal.