I’m long SE and they have just announced pretty impressive earnings.
Highlights
Revenue of $1.29B (+93.9% Y/Y) beats by $230M.
Q2 adjusted EBITDA was $7.7M (consensus -$41.9M), compared to -$11.0M for Q219
$1.6 billion in mobile wallet total payment volume in Q2 2020
Shopee rev +187% YoY, GMV up 110%
https://www.seagroup.com/investor/home
JH
Long ZM, CRWD, SE, DDOG, FSLY, NET, LVGO, TTD, SQ