The Real Reason Behind the Selloff
With margins this thin, even a small change can have an outsized impact.
Either way, I think it was an overreaction.
Hi GabGrowth，a nice view on Sea Limited Q4，we are also writing a research article on it. Would u mind we recommend each other？Thank you.
Good one, do you have a numbers for base/bear/bull case scenario numbers
Here is the latest valuation model I wrote: https://gabgrowth.com/p/sea-limited-updated-valuation-model
"Over the medium to long term, we see a 2–3% EBITDA margin as achievable, based on what we have observed so far.” Only?
3% EBITDA margin on GMV will be very substantial. At the current rate, it will equate to $6B in EBITDA by end 2027.
With margins this thin, even a small change can have an outsized impact.
Either way, I think it was an overreaction.
Hi GabGrowth，a nice view on Sea Limited Q4，we are also writing a research article on it. Would u mind we recommend each other？Thank you.
Good one, do you have a numbers for base/bear/bull case scenario numbers
Here is the latest valuation model I wrote: https://gabgrowth.com/p/sea-limited-updated-valuation-model
"Over the medium to long term, we see a 2–3% EBITDA margin as achievable, based on what we have observed so far.” Only?
3% EBITDA margin on GMV will be very substantial. At the current rate, it will equate to $6B in EBITDA by end 2027.