I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

FORM 20-F (Mark One) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For the transition period from to OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of event requiring this shell company report Commission file number: 001-38237 Sea Limited (Exact name of Registrant as specified in its charter) N/A (Translation of Regis ...

Sea Limited (NYSE: SE ) — the Singaporean-based tech conglomerate that owns Shopee, SeaMoney, and Garena — has one of the wildest price actions of any stock in the last few years.My goal is to help you find the companies of tomorrow.I am a long-term growth investor in search of innovative companies that make the world a better place. My investment strategy revolves around finding what I call "divergent stocks" — disruptive companies that have strong fundamentals and long growth runways, but depressing price ...

Sea Limited’s (SE) shares have appreciated 10.2% over the past six months, outperforming the Zacks Computer & Technology sector’s decline of 17.2%.SE has outperformed the Zacks Internet Software industry and its peers, including CI&T (CINT) , Digital Turbine (APPS) and Arlo Technologies (ARLO) .Over the same time frame, shares of CI&T, Digital Turbine and Arlo Technologies have lost 36.6%, 25.7% and 21.7%, respectively. Meanwhile, the industry has declined 9.9%.The rise in SE shares can be attributed to the ...

Sea Limited (SE 1.81%) operates a hybrid consumer-to-consumer and business-to-consumer e-commerce platform called Shopee that is the largest of its kind in Southeast Asia. The company also has a thriving digital financial services business, as well as a digital entertainment studio that is responsible for one of the most popular mobile games in the world.The best part for investors now? Sea Limited is based in Singapore and more than 70% of its revenue comes from Asia -- it has very little exposure to North ...

文章核心观点 V2X将在2025年4月7 - 9日美国海军联盟主办的海空天博览会上展示最新的战备创新成果，其一系列解决方案可提升美国海军、海军陆战队及其他国防客户的作战效能 [1] 公司参展信息 - 公司将在2025年4月7 - 9日于乔治王子展览厅举办的海空天博览会上展示创新成果 [1] - 公司展位为200号，参会者可前往探索提升美国海军、海军陆战队及其他国防客户作战效能的解决方案 [1][5] 公司解决方案 武器系统集成 - 公司开发、集成和维持关键任务武器系统能力，以增强机载平台的作战准备 [2] - 公司提供安全、与平台无关的武器系统集成解决方案，确保战士能快速适应新威胁 [2] 空对地作战增强态势感知 - 公司将展示先进通信和态势感知解决方案，实现战场上无缝的多域集成 [3] 全频谱航空战备 - 公司凭借数十年表现，使超1600架飞机保持任务就绪状态，在国防航空业获得顶级绩效评分 [4] - 公司利用先进技术和数据分析，提供飞行操作、维护、战备和供应链的实时可见性 [4] - 公司垂直整合能力，从有机工程和快速原型制作到四个联邦航空管理局认证的145部维修站，支持关键维护、升级和改装，推动行业领先的飞机可用率 [4] - 公司长期支持海军的T - 45和C - 12项目，有超出预期和实现可衡量战备提升的记录 [4] 其他能力 - 公司的解决方案能实现第四代和第五代飞机增强武器挂载和部署，支持实时感知、控制和交战，提高作战效能 [7] - 网关任务路由器提供跨机载和地面平台的安全实时连接，为战士提供通用作战画面，增强态势感知 [7] - 网关任务路由器与现有平台通信集成，优化数据流，同时保持低尺寸、重量、功率和成本的特点 [7] - 新功能包括无线对讲机和维护数据卸载，加强公司对国防部联合全域指挥控制倡议的支持 [7] 公司概况 - 公司构建创新解决方案，整合物理和数字环境，贯穿关键任务生命周期各要素，以增强战备、优化资源管理和提高安全性 [6] - 公司业务涵盖国家安全、国防、民用和国际市场，拥有约16000名专业人员的全球团队，注入人工智能和机器学习能力以应对各作战领域挑战 [6] 联系方式 投资者联系 - 迈克·史密斯，特许金融分析师，公司副总裁，负责财务、企业发展和投资者关系，邮箱[email protected]，电话719 - 637 - 5773 [7] 媒体联系 - 安杰丽卡·斯帕诺斯·迪乌德斯，高级营销和传播总监，邮箱[email protected]，电话571 - 338 - 5195 [8]

Shares of Sea Limited (SE -11.56%), the leading e-commerce powerhouse in Southeast Asia, were down 11% as of 3:30 p.m. ET on Friday, according to data provided by S&P Global Market Intelligence.In total this week, Sea's shares have slid 16% as volatility hit the markets after the United States announced tariffs on many of the countries in the company's region.However, the tariffs don't actually impact Sea's operations, making its recent sell-off from this contagion a potential opportunity for investors.Sea- ...

TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignment with this mission, we publish premium equity research reports on Seeking Alpha - research library - performance tracker. However, there's a lot more on offer within our investing group - features include highly-concentrated, risk-optimized model portfolios that meet investor needs across different stages of the investor lifecycle, access to proprietary software tools, and gr ...

文章核心观点 - Sea Ltd股票在2025年有强劲的看涨理由，在游戏、电商和金融科技领域有优势，技术面和期权情况也显示其有上涨潜力 [2][4][5] 公司业务情况 - Sea Ltd在新兴市场的游戏、电商和金融科技领域占据强势地位，其游戏业务增长显著，2024年Free Fire的收入预计同比增长超30% [2] 技术分析 - Sea股票近期突破大型第一阶段周线基础形态，进入第二阶段上升趋势，投资者可将回调至100美元和90美元支撑位视为买入机会，突破125 - 130美元阻力位后价格可能回到2021年的200美元枢轴水平 [4] 做空与期权情况 - Sea股票流通股的空头兴趣百分比相对较低，为4.09%，但自2023年12月低点以来，2024年空头兴趣增加了303%，与股价年初至今近200%的涨幅相吻合，2025年可能出现空头回补，为股价提供额外动力；期权方面，大型交易商预计到年底股价将高于130美元，出现2025年12月和2026年1月执行价为130美元的深度实值看跌期权卖方 [5]

文章核心观点 - 介绍Sea Limited Sponsored ADR的股价表现、盈利预期、估值等情况，以及相关评级和行业排名信息，为投资者提供参考 [1][2][7] 股价表现 - 公司最新交易收盘价为130.30美元，较前一日上涨0.63%，跑赢标普500当日涨幅0.16%，道指涨0.01%，纳斯达克指数涨0.46% [1] - 过去一个月公司股价上涨1.8%，同期计算机和科技板块下跌5.94%，标普500下跌3.59% [1] 盈利预期 - 即将公布的财报预计每股收益0.93美元，较去年同期增长342.86%，预计营收49.8亿美元，较去年同期增长31.45% [2] - 全年预计每股收益4.17美元，营收221.5亿美元，较上一年分别变化+148.21%和+30.76% [3] 分析师评级 - 分析师估计调整反映短期业务模式动态，积极的估计修正表明对公司业务前景乐观 [4] - 估计调整与股价表现直接相关，Zacks Rank系统考虑这些变化并提供评级模型 [5] - Zacks Rank系统从1（强力买入）到5（强力卖出），1号股票自1988年以来平均年回报率为+25%，过去30天公司共识每股收益预测上调2.7%，目前公司Zacks Rank为3（持有） [6] 估值与行业排名 - 公司目前远期市盈率为31.08，高于行业平均远期市盈率28.29 [7] - 互联网 - 软件行业属于计算机和科技板块，Zacks行业排名为128，处于250多个行业前50% [7] - Zacks行业排名衡量行业组内个股平均Zacks Rank，研究显示排名前50%的行业表现是后50%的2倍 [8]