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Simon12

Simone Severino

Simon12
Last login 2025-12-02
Member since 2025-03-13

Top wikifolio
Steady Compounders

Simon12
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-

1 Year
TOP WIKIFOLIO TRADE
- Buy 2025-10-22 at 03:29 pm
  
  MERCADOLIBRE INC. DL-,001
  
  US58733R1023
  
  Price (EUR) 1,847.000 2.1%
Last Activity

Steady Compounders

SE 🇸🇬Sea Limited Q3’25 Earnings Highlights Revenue: $6.00B (Est. $5.69B) ; UP +38.3% YoYDiluted EPS: $0.59 (Est. $1.02) ; UP +146% YoYAdj EBITDA: $874M; UP +67.7% YoY FY25 Guide:Shopee GMV growth >25% (Prior: 20%)Garena bookings on track for >30% YoY growth Q3 by segment: E-commerce (Shopee)GMV: $32.2B; UP +28.4% YoYGross Orders: 3.6B; UP +28.4% YoYRevenue: $4.3B; UP +34.9% YoYMarketplace Revenue: $3.8B; UP +36.6% YoYCore Marketplace Revenue: $3.1B; UP +52.8% YoYValue-Added Services Revenue: $724M; DOWN -5.7% YoYAdj. EBITDA: $186M; UP +440% YoY Digital Financial Services (SeaMoney / Monee)Revenue: $990M; UP +60.8% YoYAdj. EBITDA: $258M; UP +37.5% YoYConsumer & SME Loans O/S: $7.9B; UP +69.8% YoY90+ DPD NPL Ratio: 1.1%; Stable QoQ Digital Entertainment (Garena)Bookings: $841M; UP +51.1% YoYRevenue: $653M; UP +31.2% YoYAdj. EBITDA: $466M; UP +48.2% YoYQuarterly Active Users: 671M; UP +6.7% YoYQuarterly Paying Users: 65.9M; UP +31.2% YoY (Paying ratio 9.8% vs 8.0%)Avg. Bookings/UA: $1.25 vs $0.89 YoY Other Metrics:Service Revenue: $5.47B; UP +39.8% YoYSales of Goods: $518M; UP +23.8% YoYGross Profit: $2.60B; UP +39.7% YoYNet Income: $375M; UP +145% YoY CEO Commentary:“Shopee delivered record GMV, orders, and revenue, with improved profitability across Asia and Brazil.” – Forrest Li “Digital finance penetration remains low but rising; Monee showed strong user and product expansion with healthy unit economics.” “Garena bookings were up 51% YoY, our best quarter since 2021, anchored by Free Fire campaigns.”
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Portfolio Manager, Strategy Advisor.

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Portfolio Manager, Strategy Advisor. Over two decades experience in analysing and optimizing businesses. Covers Technology, Finance and Services. Invests in high-quality companies with predictable compounding power. Advisor to private and public companies. show more

Experience in securities trading

Risk class 1: 3 or more years

Risk class 2: 3 or more years

Risk class 3: 3 or more years

Risk class 4: 3 or more years

Risk class 5: 3 or more years

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