I think the actual results (not slides) are proving the SEA...

I think the actual results (not slides) are proving the SEA investment case. Market sentiment should catch up if "reversion to the mean" has anying meaning. SEA is Oversold.

I like the results. Sentiment of Hold reflects my present "position in portfolio" .... I think the stock itself is an "accumulate" simply because it is below its peer multiples and has been discounted for whatever the reason ... I'm sure we'll attract someone to tell us why