Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) Stock Analysis — Latest Investor Quotes & Trade Calls

Sealed Air (SE) Surge on Potential Private Equity Takeover

"Sealed Air, which I just learned today why it's called sealed air. They make bubble wrap and they take air and package it up uh to keep like food, I guess, refrigerated and and secure. But they're potentially being taken over by private equity. So this is sealed air corp ticker SE about $6 billion in market cap and the stock is on fire right now. It was up as much as 22% the biggest jump since March 2020. People with knowledge of the matter say that Clayton Dublier and Rice. Um they're exploring a potential acquisition of this bubble wrap maker."

Sealed Air (SE) is experiencing a significant rally, up 22%, amid speculation of a potential private equity takeover led by Clayton Dublier and Rice. The stock's surge is noteworthy given the recent record bond falls and its biggest jump since March 2020.

"SE (earnings update): Q2 delivers triple-pillar success: revenue +38% to $5.26B, net income +400% to $414.2M, EBITDA +100% to $829.2M. Shopee now profitable ($227.7M EBITDA) with 28.6% order growth. Monee +70% rev with world-class 1.0% NPL. Garena +23.2% bookings. SOTP valuation: $154-$202/share."

"SE (earnings update): Ecosystem Fortress confirmed - Shopee×Monee×Garena integration creates multiplicative value, not additive. Monee loan book +94% YoY to $6.9B with 1.0% NPL, leveraging Shopee data. Q2 earnings +418% to $414.2M, revenue +38.2% to $5.3B. Strategic margin dip funds market consolidation competitors can't match. Garena growth exceeds 30%."