Sea Limited: Primed For A Turnaround

MoMo Productions Investment Thesis Sea Limited (NYSE:SE) is expected to report its Q1 2024 results in the next four weeks, at the end of the upcoming earnings season. These results are highly anticipated, as investors crave to see whether or not Sea's e-commerce segment is still expected to break even in the second half of 2024. Indeed, I proclaim that SE at 64x forward EBITDA is cheaper than it seems. And I go so far as to argue that the bull case boils down to Sea's ability to stabilize its e-commerce ...