기업악재
Sea Limited Executives Sell 32,400+ Shares in Two Days영어 원문
CCO and director among sellers, total proceeds exceed $3.5M
첫날 -2.5% · 5일 후 -5.4%
M&A·자금조달악재
Sea Limited Executives Sell Shares in Recent Days영어 원문
Multiple executives including COO sold shares on Sept 14-15, totaling millions
첫날 -2.2% · 5일 후 -0.5%
이전 이벤트 11건›
애널리스트호재
Shopee VIP Membership Highlighted as Key Growth Driver영어 원문
Membership program seen as crucial for future growth
첫날 -0.9% · 5일 후 -3.0%
실적호재
Sea Q2 Revenue $7.8B Up 48%, All Segments Grow영어 원문
Earnings reinforce growth narrative; X traders flag as strong growth stock
첫날 -3.3% · 5일 후 -5.3%
내부자 매도
내부자 매도 1290만 달러 (내부자 5명)
첫날 +6.5% · 5일 후 -8.5%
M&A·자금조달악재
Sea Executives Continue Selling; COO Cashes Out $5.9M영어 원문
COO sells via 10b5-1 plan, small % of holdings, but adds to exec selling trend
첫날 -1.6% · 5일 후 +0.9%
›전개 과정 2회
- 2026-08-20 Director Heng Chen Seng sold 20,000 shares for $2.4M, COO Gang Ye sold 50,000 shares for $5.9M, both via pre-scheduled plans
- 2026-08-20 COO sells via 10b5-1 plan, small % of holdings, but adds to exec selling trend
기업악재
Sea CEO and Executives Trim Stakes, Cashing Out Over $140M영어 원문
CEO sold 1.1M shares for $137.3M; President and Garena President also trimmed via BVI entities under Rule 10b5-1 plans on Aug 11-12.
첫날 -2.0% · 5일 후 -3.2%
애널리스트호재
Morgan Stanley Raises Sea PT to $153, Cites Earnings Power영어 원문
Overweight maintained; disciplined investment seen boosting earnings, supporting sentiment
첫날 -3.7% · 5일 후 -4.9%
실적
Sea Q2 Update: Earnings Miss on Higher Costs, Revenue Growth Strong영어 원문
Post-earnings coverage continues; analysts raise PTs, weighing cost pressures vs growth
첫날 +2.9% · 5일 후 +3.8%
›전개 과정 8회
- 2026-07-28 Company plans to announce Q2 results before US market open on Aug 11, offering latest financials.
- 2026-08-07 Multiple sources confirm Sea Limited's earnings next week, consistent with existing event, no new facts.
- 2026-08-08 Multiple independent sources mention SE ahead of earnings week, indicating heightened attention but no new facts.
- 2026-08-10 Multiple market accounts flag Sea Limited among this week's earnings slate
- 2026-08-11 Multiple sources confirm earnings timing; options imply notable volatility
- 2026-08-11 Revenue, EPS, EBITDA beat estimates, but margin pressure noted; focus on guidance
- 2026-08-11 Revenue, EPS, EBITDA beat estimates, but margins under pressure
- 2026-08-13 Post-earnings coverage continues; analysts raise PTs, weighing cost pressures vs growth
실적
실적 발표
첫날 +14.6% · 5일 후 -11.6%
내부자 매도
내부자 매도 1.4억 달러 (내부자 6명)
첫날 +14.6% · 5일 후 -11.6%
기업
BP Launches Sale Process for UK North Sea Business영어 원문
New CEO accelerates portfolio simplification, focusing on higher-return assets
첫날 +0.5% · 5일 후 +6.3%
M&A·자금조달악재
Sea Limited Insiders Continue Selling Shares영어 원문
Multiple executives sold shares on Jul 16-17, including CFO, but amounts are relatively small
첫날 -4.6% · 5일 후 -6.3%
›전개 과정 2회
- 2026-07-16 Two separate insider sales in mid-July totaled about $4.77 million, with small percentage reductions in holdings.
- 2026-07-20 Multiple executives sold shares on Jul 16-17, including CFO, but amounts are relatively small
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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