New Street Research - Sea Limited (SE US) SE 2Q24 Preview: Shopee on Track to Breakeven in 2H

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New Street Research

Jin Yoon

SE 2Q24 Preview: Shopee on Track to Breakeven in 2H

What’s New: We slightly up our 2Q estimates partly due to better-than-anticipated bookings and EBITDA related to Free Fire. Shopee losses could continue to narrow in 2Q and remains on track to reach breakeven in 2H.

Analysts:
Jin Yoon

19/07/2024 1 EN

Underlying

Sea Limited

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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Pan European Telecom Services and Cable
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Pan European Telecom Services and Cable

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Analysts

Jin Yoon

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SE 2Q24 Preview: Shopee on Track to Breakeven in 2H

Strategy - Potential Impact Of Powell’s Jackson Hole Speech

SE 2Q24 Results: Improving Outlook

Singapore Daily - Wednesday, August 14, 2024

NSR Policy: It’s the Election, Stupid (or Is It?): Comparing Harris and Trump on Leadership

Altice Pre-3Q24 Model Update

T-Mobile selling 3.45GHz portfolio

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