GLBE Global-E Online 2026 outlook: cross-border e-commerce enabler business model, GMV-based revenue and take-rate economics, the Shopify equity stake and partnership, warrant dilution and the path to profitability, customer-concentration risk, and a practical investor framework.
JD.com (JD) 2026 outlook: the 1P direct-sales model and JD Logistics moat, China consumer weakness and stimulus swing factors, Alibaba and PDD (Pinduoduo) price wars, buybacks and dividend, plus ADR delisting and geopolitical risk framed for international investors.
Análisis de SE Sea Limited 2026: el e-commerce Shopee en el Sudeste Asiático y Brasil, la ciclicidad del gaming Garena y Free Fire, la fintech SeaMoney/Monee, la inflexión hacia la rentabilidad tras los recortes de 2022-2023, la competencia de TikTok Shop frente a MercadoLibre y los riesgos clave.
Sea Limited (SE) 2026 stock analysis: Shopee e-commerce across Southeast Asia and Brazil, Garena and Free Fire gaming cyclicality, SeaMoney/Monee fintech lending, the profitability inflection after 2022-2023 cost cuts, TikTok Shop competition, and the key risks.
Análisis en profundidad de International Paper (IP) para 2026: ciclo de demanda de cartón corrugado, integración de DS Smith, impacto del e-commerce en cajas, tensión entre embalaje commodity y soluciones sostenibles, y qué nos dice el dividendo sobre las prioridades de capital.
An in-depth look at International Paper (IP) stock for 2026: containerboard demand cycles, the DS Smith acquisition, e-commerce box demand, commodity vs. sustainable packaging tension, and what the dividend signals about capital allocation priorities.