Recently SE has been taking some significant punishment due to a suprise loss on their previous earnings call. It's been sinking pretty rapidly and becoming a bit more of a appealing growth stock around these levels with a P/E of 31. However I also understand the risks, especially with increased competition in their home base from Alibaba, and understand that it's going to be a bit of a slugging match to see who comes out on top. I currently hold no position so this is a completely unbiased commentary on what I see, but I am curious on everyones thoughts. (Thinking about buying in but haven't quite yet).
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