Stocks / Internet & Digital Services
SEInternet & Digital Services
Sea Limited American Depositary Shares, each representing one
$101.271d -2.3%5d -5.9%settled close · 2026-09-17
The tape, with the calls on it
Who said what, and what SE did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about SE
3 longlatest 2020-10-21
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2020-10-21 | Fred Liu | Bullish | Dennis Hong | Sea Limited operates a network-effect business at mid-single-digit e-commerce penetration, meaning the… |
| 2020-10-21 | Dennis HongFounder & CIO, ShawSpring Partners | Bullish | Good Investing Talks | Sea Limited's Shopee is the largest near-term value creation opportunity, boosted by two… |
| 2020-07-22 | Dennis HongFounder & CIO, ShawSpring Partners | Bullish | Good Investing Talks | Sea Limited is an exceptionally high-quality compounder that has earned the largest weighting in the… |
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talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 9 Nov 2026
Confirmed date · consensus EPS 0.86. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 11 Aug 2026 | before the open | 0.70 vs 0.79 | +13.7% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where SE’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-11 | ||||||
| 2026-08-11 | ||||||
| 2026-08-10 | ||||||
| 2026-07-23 | ||||||
| 2026-07-10 | ||||||
| 2026-07-01 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
SE is in this morning’s Brief.
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