Migoreng
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$Sea(SE.US$
CGS CMB reiterate their add call with a tp of US$105.
They think SE could report an earnings beat for 1Q23F as it continues its strong cost-efficiency execution post a rapid turnaround to a profit in 4Q22.
Competitive landscape for Southeast Asian e-commerce industry remains healthy with players focusing on raising monetisation while trimming costs.
FY23F is a year of "fine-tuning" for SE as it looks to drive sustainable topline growth and profitability.
$标普500指数(.SPX.US$ $纳斯达克综合指数(.IXIC.US$ $Grab Holdings(GRAB.US$ $永科(AWX.SG$ $常青石油及天然气(T13.SG$ $精砺(NO4.SG$ $天然煤矿集团(RE4.SG$ $金光能源与资源(AUE.SG$
CGS CMB reiterate their add call with a tp of US$105.
They think SE could report an earnings beat for 1Q23F as it continues its strong cost-efficiency execution post a rapid turnaround to a profit in 4Q22.
Competitive landscape for Southeast Asian e-commerce industry remains healthy with players focusing on raising monetisation while trimming costs.
FY23F is a year of "fine-tuning" for SE as it looks to drive sustainable topline growth and profitability.
$标普500指数(.SPX.US$ $纳斯达克综合指数(.IXIC.US$ $Grab Holdings(GRAB.US$ $永科(AWX.SG$ $常青石油及天然气(T13.SG$ $精砺(NO4.SG$ $天然煤矿集团(RE4.SG$ $金光能源与资源(AUE.SG$
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Migoreng
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$Grab Holdings(GRAB.US$ expected to close at $2.75. Good luck Grabbers!
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