NYSE:SEMultiline Retail
Analyst Upgrades Put Sea’s Shopee Investments And Margins Under Scrutiny
Multiple major analysts have recently upgraded Sea Limited (NYSE:SE), highlighting new growth initiatives in Shopee.
Analysts point to increased investment in Shopee's VIP program and its fulfillment network as important growth drivers.
There is renewed focus on Sea's established positions in fintech and gaming alongside its e commerce push.
Short term concerns center on higher investment spending and pressure on margins, even as long term prospects are viewed positively.
Sea Limited sits...