Professional
Added to YB: 2025-05-29
Pitch date: 2025-05-26
SE [neutral]
Sea Limited
-24.69%
current return
Author Info
No bio for this author
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
$84.3B
Pitch Price
$166.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.58
P/E
62.01
EV/Sales
3.74
Sector
Broadline Retail
Category
growth
SaltLight Capital Portfolio Holding: Sea Limited
SE (holding update): E-commerce now EBITDA profitable across all regions, going from -$1.20 to +$0.09 per order. Processes 3.1B orders/qtr as dominant regional player. Fintech (Monee) follows MercadoLibre playbook with wallet, banking, credit. Gaming business growing with Free Fire; 'Free City' (GTA-inspired) announced early, suggesting potential hit.
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