Sea Limited shares are soaring as the company makes excellent progress in decreasing the costs to serve customers.

AI-generated source summary

The video discusses an update on Sea Limited (SE) stock and the presenter's evaluation of it. The presenter notes SE stock is up almost 80% year-to-date and they have rated this stock as a buy all year long. The presenter is updating his rating based on the most recently completed quarter's performance details according to the management team. In the second quarter, the management team said that it reinforced its competitive value proposition, cheaper, faster at Shopee, with a more than 10% year-over-year uplift in overall purchase frequency during the quarter. The management team also reduced logistics costs and improved delivery speeds. His DCF analysis indicates an intrinsic value of \$164.63 per share, where a hold recommendation will be issued. With the 52 week high in \$195 and a current price of \$192.67 the rating it will be downgraded from "buy" to "hold".

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   11 Sept 2025, 15:45 UTC

   The analyst published the original source item.

2. First prediction resolved

   15 Oct 2025, 18:30 UTC

   The first evaluable outcome in this case reached a terminal result.

3. Case evaluation completed

   15 Oct 2025, 18:30 UTC

   All evaluable predictions in this case reached terminal outcomes.

4. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

5. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

6. Outcome tracking started

   02 Jul 2026, 02:14 UTC

   Tahlil Plus began monitoring the extracted predictions.