Professional
Added to YB: 2025-05-16
Pitch date: 2025-05-14
SE [bullish]
Sea Limited
-49.2%
current return
Author Info
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Company Info
Sea Limited, through its subsidiaries, operates as a consumer internet company in Southeast Asia, Latin America, the rest of Asia, and internationally.
Market Cap
$46.7B
Pitch Price
$162.00
Price Target
190.00 (+131%)
Dividend
N/A
EV/EBITDA
14.70
P/E
31.29
EV/Sales
1.72
Sector
Broadline Retail
Category
growth
Show full summary:
JPMorgan Upgrades Sea Limited to Overweight, Lifts Price Target to $190
SE: JPM upgrades to Overweight, $190 PT from $135. E-commerce growing with margin expansion - Shopee's EBITDA margin 0.9% to GMV, 21% YOY GMV growth outpaced market. Logistics costs -6% YOY. Ad revenue +50% YOY with 22% more sellers advertising. JPM increasing FY25/26E adj EBITDA forecasts 55%/44%.
Read full article (1 min)