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SE News30 articles
SE Asia's Digital Banks Under Scrutiny as Sea, Grab, GoTo Disclose Loan Growth
Sea, Grab, and GoTo now disclose loan growth details, revealing varying profitability and credit risks in Southeast Asia's digital banking race.
Sea's Shopee Sets $1B EBITDA Goal; Stock Soars 13.7%
Sea Limited (SE) shares surged 13.75% after Q2 revenue beat estimates by $728M. Shopee sets $1B adjusted EBITDA target for 2026.
MercadoLibre Stock Slips as Q2 Margin Squeeze Overshadows Record Revenue
MercadoLibre's stock slipped 3.1% over the past week despite record Q2 revenue, as investors focused on a 550-basis-point operating margin decline. Growth in high-value users offers a silver lining.
Coupang Stock Slips 4.4% as Customer Rebound Outpaces Margin Recovery
Coupang (CPNG) dropped 4.4% as customer growth outpaced margin recovery. Q2 revenue missed estimates, and a $410M fine weighed on results.
Grab Stock Climbs Ahead of Q2 Earnings as Superbank Consolidation Draws Focus
Grab shares advanced 3.1% to $3.61 ahead of Q2 earnings, with focus on adjusted EBITDA margins and Superbank consolidation effects on revenue.
Kaspi.kz Shares Climb 3.5% as Insider Sales Stay Minimal
Kaspi.kz shares gained 3.5% last week as insider selling was limited. Investors now look to August 10 results for margin improvement.
Grab Holdings Up 1.8% in Premarket as Q2 Profit Targets Tighten
Grab Holdings (NASDAQ:GRAB) gained 1.8% in premarket trading after a 7.3% weekly decline, as Q2 margin outlooks raise the profit hurdle ahead of its August 3 earnings report.
Grab Short Interest Surges Ahead of Q2 Earnings Amid Stock Gains
Short interest in Grab Holdings climbed 4.8% to 253.1 million shares by June 30, while the stock rose 8.7%. Q2 earnings and buyback plans are key catalysts.
MELI Surges 3.7% as Emerging Market Rally Lifts E-Commerce Stocks
MercadoLibre shares surged 3.7% on Friday, lifting its market cap by $3.4B to $95B, as emerging-market consumer stocks rallied. A Citi analyst set a $1,950 target, but rising credit provisions and margin compression pose risks.
Grab Shares Rise Ahead of Indonesia Commission Cut; Buyback Supports
Grab shares gained 3.8% Monday as investors assess the July 1 Indonesia driver commission cut from 20% to 8%. The $500 million buyback plan provides support.
Grab Shares Extend Slide Amid Profitability Concerns Despite Q1 Growth
Grab shares slipped 2.24% to $3.49, continuing their 30% year-to-date decline, despite a 24% revenue jump and record EBITDA in Q1, as worries about driver incentives and fuel costs persist.
Grab stock rises 2.6% as buyback, margins offset revenue concerns
Grab shares climbed 2.6% to $3.54 on Q1 profit gains and a $500 million buyback, even as a below-forecast 2026 revenue outlook weighed. Volume exceeded 35 million shares.
Elon Musk on Track to Become First Trillionaire After SpaceX IPO
Elon Musk is poised to become the world's first trillionaire after SpaceX's IPO, with a valuation of $1.77 trillion, pushing his fortune over the trillion-dollar mark.
Grab Shares Slide Amid Nasdaq Selloff, Inflation Concerns Loom
Grab Holdings shares dropped 3.47% to $3.34 as a strong U.S. jobs report fueled Fed rate hike fears, pressuring growth stocks. Investors await inflation data and Grab's solid Q1 results.
Grab Stock Slips on Indonesian Bank Stake Concerns
Grab shares declined 1.8% in New York as the market reassesses the company's digital banking expansion in Indonesia, with Superbank set to become a consolidated subsidiary.
Sea Limited Revenue Surges Past Estimates, But Cost Pressures Persist
Sea Limited reported Q1 revenue of $7.1B, beating estimates by $600M, but EPS missed by $0.10. Shopee's record GMV and Garena's strong quarter were offset by rising costs.
Sea Stock Retreats as Shopee's Slower Growth Outlook Raises Spending Concerns
Sea Ltd's stock gave back some of its prior-day gains after the company projected slower gross merchandise volume growth for its Shopee unit in 2026 alongside a significant quarterly cost increase, prompting investor reassessment of its spending plans.
MercadoLibre's Q4 Margins Narrow as Spending Rises; Shares Under Pressure
MercadoLibre shares slipped following a Q4 profit shortfall, as increased investment in logistics and credit expansion pressured margins despite strong revenue growth.
Alphabet Shares Surge on Tariff Relief and AI Momentum Ahead of Nvidia Report
Alphabet's Class C shares climbed 3.7% to $314.90 in after-hours trading, buoyed by a favorable Supreme Court tariff ruling and a series of AI-related announcements. Investor focus now shifts to Nvidia's upcoming earnings for clues on AI demand.
Alphabet's Voting Shares Command 1.1% Premium Amid Search Rally
Alphabet's voting shares (GOOGL) now trade 1.15% above non-voting GOOG after a search-driven rally. Evercore's $450 target suggests 26% upside.
Datasea Stock Surges 115% on AI Service Launch, Revenue Claims Questioned
Datasea Intelligent Technology shares soared 115% after five clients started receiving AI-agent marketing services. The company's $89.4 million figure is an annualized ceiling, not actual revenue.
QQQ Ends Flat Post-Fed Hike; Seagate Absence Highlights Index Focus
QQQ closed flat after the Fed's 25bp rate hike, with Seagate absent from the fund. Top 10 holdings drive nearly half the ETF's performance.
Clearlake Capital Assumes Full Control of Chelsea as Boehly Departs
Clearlake Capital takes full control of Chelsea FC by acquiring Boehly's and Walter's stakes. Wyss remains a minority partner. Valuation undisclosed.
CAVA's Traffic Growth Justifies Seaport's Bullish Call Despite Industry Headwinds
Seaport Research initiates CAVA Group with a Buy rating and $58 target, citing 5.3% traffic growth despite industry slowdown. Neutral on Wendy's, Chipotle, Starbucks, McDonald's.
5E Advanced Materials' Searles Valley Buy: Stock, Debt, and Bridge Financing
5E Advanced Materials' acquisition of Searles Valley involves a mix of cash, stock, and debt, with a $10M bridge loan. The deal's value fluctuates with FEAM's share price.
Houthi Island Seizures Add Red Sea Risk as Brent Holds Above $101
Houthi seizure of two Red Sea islands near Bab al-Mandeb adds to oil route risks. Brent holds above $101 as traders assess potential supply disruptions.
Anthropic Researcher's Exit Raises AI Safety Governance Questions
Jacob Coxon's resignation from Anthropic over AI safety concerns puts the company's governance under the microscope, with implications for Amazon and Alphabet investors.
DAZN Unveils $120 Timberwolves Season Pass in Test of Local Sports Streaming
DAZN sets $119.99 season pass for Timberwolves local games, a key test of its U.S. streaming strategy. The deal also gives TKO Group a stake in DAZN.
DraftKings Faces Key Margin Test as NFL Season Kicks Off
DraftKings enters NFL Week 1 with rising volume but falling sports revenue margin, testing whether it can convert customer growth into profitability.
NFLX Investors Eye 'The Gentlemen' Season 2 Debut Drop
Netflix's 'The Gentlemen' Season 2 debuted with 6.7M views, down 45% from Season 1. NFLX shares rose 2% as investors weigh early renewal and week 2 retention.