Stock Detail
$SE
Consumer Cyclical · 6 tracked mentions in the last 90 days across 6 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
4 creators lean undervalued while 1 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on SE.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: multiple relative
shares are trading at about a 9.7% implied cap rate and at price to AFO of 8.5 times compared with a normal multiple of 17.1 times and again don't forget that 10% dividend yield. Now that's a substantial discount and this suggests that the market has already priced in may be priced in the bad news.
Explicit claim • strong conviction • basis: market mispricing
BUT SEATTLE, YOU SHOULD CHOP 40% OFF THE PRICE.
Explicit claim • strong conviction • basis: growth vs multiple
And their stock is so heavily beaten down that it's really leaving a dirt-cheap valuation despite them really putting up incredibly strong growth on both the top and bottom line despite numerous macro headwinds.
Explicit claim • strong conviction • basis: multiple relative
Now Sea Limited is where things start getting much more aggressive. The stock is down 36% year-to-date, and even after a huge reset, the valuation still does not look conventionally cheap on simple multiples.
Mention History
Latest mentions across all history
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