reports
- Jin Yoon
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
- Wedbush Research
SHOP SHOPIFY INC.
MTB M&T BANK CORPORATION
UBI UBISOFT ENTERTAINMENT SA
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EGP EASTGROUP PROPERTIES INC.
EBAY EBAY INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMA COMERICA INCORPORATED
EA ELECTRONIC ARTS INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
XMTR XOMETRY
STX INC.
APP SEAGATE TECHNOLOGY HLDGS PLC
ARHS APPLOVIN CORP
GFS ARHAUS INC
YOU GLOBALFOUNDRIES INC
EWTX CLEAR SECURE INC
DDI EDGEWISE THERAPEUTICS INC
STRW DOUBLEDOWN INTERACTIVE CO LTD
EMBRAC B STRAWBERRY FIELDS REIT INC.
CART EMBRACER GROUP AB
SMCI-US MAPLEBEAR INC.
WAL-US SUPER MICRO COMPUTER
PLTK-US INC.
SKLZ-US WESTERN ALLIANCE BANCORPORATION
TTD-US PLAYTIKA
RUM-US SKILLZ INC
RH-US THE TRADE DESK
INC.
RUMBLE INC.
RESTORATION HARDWARE INC.
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
YOU INC.
CART CLEAR SECURE INC
TTD-US MAPLEBEAR INC.
RUM-US THE TRADE DESK
INC.
RUMBLE INC.
- Wedbush Research
TRIP TRIPADVISOR INC.
QLYS QUALYS INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
MELI MERCADOLIBRE INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
7974 NINTENDO CO. LTD.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
BKNG BOOKING HOLDINGS INC.
RH RESTORATION HARDWARE INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
YOU INC.
SLDB CLEAR SECURE INC
DNTH SOLID BIOSCIENCES INC
CART DIANTHUS THERAPEUTICS INC
MAPLEBEAR INC.
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
Sea Ltd: 1 director
A director at Sea Ltd sold 1,701,945 shares at 107.650USD and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
DIN DINE BRANDS GLOBAL INC.
CRM SALESFORCE.COM INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
STX AIRBNB INC. CLASS A
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
EMBRAC B CLEAR SECURE INC
CART RUMBLE INC
EMBRACER GROUP AB
MAPLEBEAR INC.
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
YOU INC.
RUM CLEAR SECURE INC
CART RUMBLE INC
MAPLEBEAR INC.
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
- Jin Yoon
SE 3Q24 Results: Focus Remains on Disciplined Growth Heading into FY25
What’s new: SE’s reported 3Q24 results that were above consensus and our expectations. Shopee FY24 GMV growth guidance remains intact, while Free Fire FY24 bookings could grow over 30% YoY. We up our PT from USD120 to USD130 on improving outlook. Our revised PT of USD130 implies 3.7x FY25E EV/Rev. We maintain our BUY rating. Analysts: Jin Yoon
- Benjaphol Suthwanish
- Benyamin Mikael
- Gigi Cheuk
- Heidi Mo Jinghui
- Jack Goh Tooan Orng
- Jo Yee Ng
- John Cheong Ming Chern
- Jonathan Koh
- Kampon Akaravarinchai
- Kate Luang
- Kitpon Praipaisarnkit
- Llelleythan Tan Tan
- Thanawat Thangchadakorn
Regional Morning Notes - Wednesday, November 13, 2024
GREATER CHINA Small-mid Cap Highlight Modern Dental (3600 HK/NOT RATED/HK$3.68): Leading global provider of dental prosthetics devices. INDONESIA Update Indocement Tunggal Prakarsa (INTP IJ/BUY/Rp7,050/Target: Rp7,800): Expect earnings to recover 8.1% in 2025. Upgrade to BUY. MALAYSIA Results Hartalega Holdings (HART MK/BUY/RM3.32/Target: RM3.66): 2QFY25: Weak headline numbers due to forex losses, but operating matrixes chart strong growth. Maintain BUY with unchanged target price of RM3.66. H...
GFPT GFPT
INTP PT INDOCEMENT TUNGGAL PRAKARSA TBK
03600 MODERN DENTAL GROUP
AOT AIRPORTS OF THAILAND PUBLIC CO. LTD.
MTC MUANGTHAI CAPITAL PCL
HEIM HEINEKEN MALAYSIA BHD
KCE KCE ELECTRONICS PUBLIC CO. LTD.
RSTON RIVERSTONE HOLDINGS LTD
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
SE US SEA LIMITED
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Llelleythan Tan Tan
SEA (SE US) - 3Q24: Robust Quarter As Shopee Returns To Profitability
SEA posted strong 3Q24 results that were in line with our expectations, driven by a better profit profile from all business segments. This was on the back of: a) better profitability from higher take-rates for the e-commerce segment, b) strong growth momentum from the DFS segment, and c) increased bookings from a highly engaged user base for the group’s Free Fire game. Given the group’s improving outlook, we maintain BUY with a higher target price of US$138.70.
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Jonathan Koh
- Llelleythan Tan Tan
Singapore Daily: Wednesday, November 13, 2024
KEY HIGHLIGHTS Results Lendlease Global Commercial REIT (LREIT SP/BUY/S$0.57/Target: S$0.77) 1QFY25: Resiliency from Singapore; progressively backfilling Building 3 in Milan. Riverstone Holdings (RSTON SP/BUY/S$0.90/Target: S$1.16) 3Q24: Results in line; healthy outlook ahead with capacity expansion. SEA (SE US/BUY/US$107.65/Target: US$138.70) 3Q24: Robust quarter as Shopee returns to profitability. MONTHLY TECHNICAL - INDICES OUTLOOK FTSE Straits Times Index (STI IND): Bullish price trend...
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HD HOME DEPOT INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RC READY CAPITAL CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
BASE SEAGATE TECHNOLOGY HLDGS PLC
GFS COUCHBASE INC
DDI GLOBALFOUNDRIES INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
SDHC EMBRACER GROUP AB
SMITH DOUGLAS HOMES CORP
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Wedbush Research
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WLDN WILLDAN GROUP
WDC WESTERN DIGITAL CORPORATION
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TCBI TEXAS CAPITAL BANCSHARES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RF REGIONS FINANCIAL CORPORATION
PPBI PACIFIC PREMIER BANCORP INC.
PEGA PEGASYSTEMS INC.
PB PROSPERITY BANCSHARES INC.(R)
OHI OMEGA HEALTHCARE INVESTORS INC.
NYCB NEW YORK COMMUNITY BANCORP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
KEY KEYCORP
IMAX IMAX CORPORATION
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
GLPI GAMING AND LEISURE PROPERTIES INC.
GERN GERON CORP.
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
EGP EASTGROUP PROPERTIES INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CTRE CARETRUST REIT INC
COLB COLUMBIA BANKING SYSTEM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
CAKE CHEESECAKE FACTORY INCORPORATED
BMRN BIOMARIN PHARMACEUTICAL INC.
BKU BANKUNITED INC.
BANC BANC OF CALIFORNIA INCORPORATED
ASND ASCENDIS PHARMA A/S SPONSORED ADR
CFR CULLEN/FROST BANKERS INC.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
PTGX PROTAGONIST THERAPEUTICS
HOPE HOPE BANCORP INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
VICI VICI PROPERTIES INC
SE SEA ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AX AXOS FINANCIAL INC.
SAFE SAFEHOLD INC.
LC LENDINGCLUB CORP
IDYA IDEAYA BIOSCIENCES
KROS KEROS THERAPEUTICS
U UNITY SOFTWARE
RZLT REZOLUTE
LSEA LANDSEA HOMES CORP (A)
PLTR PALANTIR TECHNOLOGIES
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
FHTX FOGHORN THERAPEUTICS
SOFI SOFI TECHNOLOGIES INC
APP APPLOVIN CORP
MLTX MOONLAKE IMMUNOTHERAPEUTICS
EWTX EDGEWISE THERAPEUTICS INC
GETY GETTY IMAGES HOLDINGS INC
SKLZ SKILLZ INC
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Jin Yoon
SE 3Q24 Preview: Positive Momentum to Continue in 3Q
What’s New: We up our 3Q estimates as key segments such as gaming, e-commerce and fintech could continue to see positive momentum. Shopee EBITDA could potentially turn positive in 3Q as increase in take rates could partly offset the promotional spending in the quarter. We up our PT from USD85 to USD120 on upward revision in forward estimates. Our updated PT of USD120 implies 3.5x FY25E EV/Revs. We maintain our BUY rating. Analysts: Jin Yoon
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