excited to do my quarterly 4am wake-up for $SE Q4 earnings tonight/tomorrow lol. some pre earnings thoughts:
obviously, it appears that a lot of big names began to take $SE seriously over the last few months. we saw some huge PT increases (I think I saw one of them go as high as $315!) -
$SE has always been committed to the Amazon playbook (grow now, profitability later). but it seems like the market really is starting to give them a big premium for this in recognition for their past execution
per sensor tower and other sources, Free Fire continued to do well in Q4. notably, they finalized a sponsorship deal with Cristiano Ronaldo, which imo is SO classic Sea. (he's the biggest star in the world, and yet not quite that big in North America)
They were awarded the banking license in Singapore (mostly expected), so I think we will see a lot of questions around integration with Shopee + SeaMoney
that's all see u in the morning!
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