SE: Strong Business Momentum In Both E-Commerce And Games Driving 1Q21 Results
SE will report 1Q21 results on May 18th before the markets open with a 7:30am EST conference call. We are positive on SE’s 1Q21E performance on both games and e-commerce. These two parts of the business are rapidly growing. For e-commerce, the company is adopting and promoting MCN/influencer live streaming to maximize its traffic reach and conversions. SE is taking more market share in the South East Asia e-commerce market.
T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.
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