Added to YB: 2023-12-20
Pitch date: 2023-12-20
SE [bullish]
Sea Limited
+188.15%
current return
Author Info
No bio for this author
Company Info
Sea Limited, through its subsidiaries, operates as a technology company in Southeast Asia, Latin America, the rest of Asia, and internationally.
Market Cap
$55.9B
Pitch Price
$35.85
Price Target
55.41 (-46%)
Dividend
N/A
EV/EBITDA
16.47
P/E
35.96
EV/Sales
1.95
Sector
Broadline Retail
Category
growth
$SE set to drop then pop
$SE languishing at lows on tax loss selling like $META last year. Free Fire India relaunch & gaming acceleration possible catalysts. E-commerce boosted by Indonesian regulatory dynamics vs TikTok-Tokopedia & new Malaysian legislation. Attractive entry point now with further declines to mid-$30s a strong buy opp. 50-100%+ upside potential, more if TikTok faces headwinds. High conviction long for the year ahead in a market lacking quality longs.
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