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For long-term investors, the key focus is no longer the recovery but what comes next. The good news is that Sea's growth story isn't over. In fact, its next phase of growth may be more sustainable than the last. Here are three key ways the business could continue expanding in the years ahead. 1. Shopee: Deepening monetization across Southeast Asia Sea Limited (SE 2.49%) has rebuilt its business. After soaring in the first year of the pandemic and reaching an all-time high of $372.70 per share in late 2021, ...

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Sea Limited Sponsored ADR (SE) . Sea Limited currently has an average brokerage recommendation (ABR) of 1.52, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 22 brokerage firms. An ABR of 1.52 approximates between Strong Buy and Buy. Of the 22 recommendations that derive ...

Sea Limited (SE) is the 3rd one, founded in 2009but it would have ruined the tweet 😁 https://t.co/g77TE6Xtr7 ...

Group 1: Shopee Site Selection Strategy - Southeast Asia core markets exhibit both maturity and potential, with Indonesia projected to reach a $65 billion e-commerce scale by 2025, focusing on high-cost performance products like 3C accessories and baby products [1][3] - Thailand's e-commerce is rapidly growing, with beauty and personal care, women's clothing, and food and beverage as hot-selling categories, suggesting a focus on fashion and health products [1][3] - Vietnam's beauty and personal care dominate, with a significant 14% annual growth in 3C electronics and home goods, especially during the rainy season [3] - Brazil's GMV is expected to reach $10 billion by 2025, with a 50% reduction in logistics costs through local warehousing [3] - Taiwan's consumer habits are similar to mainland China, making it suitable for high-end operations with a 1-2 day delivery time [3] Group 2: Advantages of Daifa Tong's Overseas Warehouse Services - Logistics efficiency is enhanced with over 20 self-operated warehouses across Southeast Asia and Brazil, processing 200,000 orders daily, and reducing delivery times from 15-30 days to 3-7 days [5] - Cost savings are achieved through a combination of bulk sea freight and local delivery, with logistics costs for 3C accessories reduced by 50% [5] - Real-time inventory management and automated order processing significantly reduce manual handling time and error rates [6] - Localized value-added services, including customized packaging and local customer support, improve customer satisfaction and reduce damage rates [7] Group 3: Practical Recommendations and Resource Integration - Initial testing should involve 2-3 sites, such as Thailand, Vietnam, and Brazil, to identify high-potential categories [9] - A cost control strategy combining local warehousing for popular products and cross-border direct shipping for long-tail SKUs can optimize logistics costs by 40% [11] - Data-driven operations can enhance inventory turnover rates to over 4 times per month and reduce unsold inventory by 30% [12] Group 4: Overall Strategy and Conclusion - Shopee's site selection should consider product characteristics, operational capabilities, and policy benefits, prioritizing markets like Indonesia and Thailand while seizing opportunities in Brazil and Vietnam [15] - Daifa Tong's overseas warehouse services provide a comprehensive solution through improved logistics, cost optimization, and local support, enabling sellers to achieve scalable growth [15]

高盛重申Sea"买入"评级，目标价186美元。 ...

在其他地区，高盛看到Shopee在马来西亚加大了促销力度，但在泰国和越南的促销力度有所减弱(值得 注意的是，这两个市场是Shopee历来与Tiktok竞争激烈的市场)。 在商家费用方面，Shopee将从7月20日起在印尼引入新的每单1250印尼盾(约合0.08美元)的固定处理费 (这表明整个行业都在强调提升盈利，Tiktok也在6月引入了新的动态佣金费率)，同时从7月16日起提高 马来西亚B2C和C2C卖家的基础佣金。至于Tiktok，它将从7月15日起提高新加坡的基础佣金，并从8月1 日起提高泰国的免费送货计划费用。 尽管Shopee在印尼提供了更多的运费抵扣券，但产品折扣基本保持稳定，高盛的价格抽样也表明， Shopee和TikTok的总体补贴水平与6.6相比基本持平，Shopee也保持了相对于TikTok的价格竞争力(消费 者最终成本平均低约6%)，这是支撑该行韧性论点的关键因素。 同样，高盛对巴西的新价格抽样表明，Shopee上大多数商品的价格低于MELI，尤其是通用无品牌商 品。至于免运费，高盛注意到Shopee的10雷亚尔最低消费券自2025年一季度以来一直存在，当时它报告 称在巴西的盈利能力有所 ...

Core Insights - The report highlights the explosive growth of the bag category on the Shopee platform, driven by brand influence and consumer preference for quality and brand recognition [1][6]. Women's Bag Market - The tote bag segment is a significant growth driver, with a year-on-year GMV increase of 15%-20%, reflecting modern women's demand for large-capacity, multifunctional bags [2]. - Brand performance in women's bags is notably strong, with tote and crossbody bags seeing brand GMV growth exceeding 60%, while clutches and wallets also show substantial brand growth of 50%-60% and 30%-40%, respectively [2][12]. - The overall market for clutches, wallets, and backpacks is growing slowly, in the range of 0%-5%, indicating a stabilization in demand for these categories [2]. Men's Bag Market - The men's bag market is characterized by a functional orientation, with backpacks leading the growth at 15%-20%, followed by waist & chest bags and laptop bags at 10%-15% [3]. - Brand performance in men's bags is impressive, with laptop bags showing a brand growth rate of 40%-50%, and backpacks at 30%-40%, indicating a shift towards brand preference among male consumers [4][16]. Travel Bags and Related Categories - The recovery of the global travel market has spurred growth in travel bags and accessories, with overall GMV growth of 15%-20% [5]. - Brand travel bags are experiencing exceptional growth, with luggage brand GMV increasing by 70%-80% and travel accessories by 30%-40%, significantly outpacing the overall market [5][20]. Market Trends - The overall trend in the bag market is moving towards "branding and segmentation," with consumers increasingly valuing functionality, design, and brand value [6]. - The women's bag market emphasizes a balance of aesthetics and practicality, while the men's market focuses on functionality and quality, and the travel segment prioritizes professional design and user experience [6].

Market Capitalization Changes - The market capitalization of major global technology and internet companies has shown varied changes as of July 9, 2025, with notable increases in companies like Tesla, which rose by 1.32% to reach $959.2 billion, and Alibaba, which increased by 1.62% to $257.6 billion [3][4][5]. - Companies such as Netflix and Shopify experienced declines, with Netflix decreasing by 1.11% to $548.8 billion and Shopify dropping by 3.58% to $619.1 billion [3][4]. Notable Performers - AMD saw a significant increase of 2.24%, bringing its market cap to $223.4 billion, while Intel had a remarkable rise of 7.23%, reaching $102.8 billion [5][6]. - Other companies with positive performance include Adobe, which increased by 1.41% to $162.1 billion, and ASML, which rose by 1.15% to $312.2 billion [3][4]. Decliners - Companies like Robinhood and Sea Limited faced declines, with Robinhood decreasing by 2.34% to $824 million and Sea Limited dropping by 1.32% to $894 million [6][7]. - FICO experienced a significant drop of 8.91%, bringing its market cap down to $455 million [7]. Overall Trends - The overall trend indicates a mixed performance across the technology sector, with some companies gaining market value while others are experiencing losses [3][4][5][6].

Core Insights - BAE Systems Plc is advancing its naval capabilities through innovative technologies in its Sea business division, focusing on a wide range of naval systems including ships, submarines, and integrated combat systems [1][4] Company Developments - In June 2025, BAE Systems opened a new submarine engineering hub in Coventry to support the UK's SSN-AUKUS program for next-generation nuclear-powered attack submarines [2] - The company launched the HMS Glasgow in May 2025, the first of eight advanced Type 26 frigates for the Royal Navy, designed for anti-submarine warfare with advanced weaponry and systems [3] Industry Context - The global naval defense economy is experiencing solid growth, with other defense companies like Lockheed Martin and Huntington Ingalls also innovating in maritime products [5] - Lockheed Martin is enhancing U.S. Navy surface combatant capabilities and plans to demonstrate a new missile launcher prototype in 2025 [6] - Northrop Grumman is developing the Manta Ray, an autonomous undersea drone for long-duration missions [7] Stock Performance - BAE Systems shares have increased by 58.6% over the past year, outperforming the industry average growth of 49.9% [8] - The stock is trading at a forward Price/Earnings ratio of 23.96X, which is lower than the industry average of 47.39X, indicating a relative discount [10] Earnings Estimates - The Zacks Consensus Estimate for BAE Systems' earnings for 2025 and 2026 has improved over the past 60 days, with a positive revision trend noted [11][12] Investment Rating - BAE Systems currently holds a Zacks Rank 2 (Buy), indicating a favorable investment outlook [15]