Added to YB: 2025-05-29
Pitch date: 2025-05-28
SE [neutral]
Sea Limited
-24.69%
current return
Author Info
Saadiyat Capital has been an investment analyst for various hedge funds in the UK, USA, and Germany (currently in London). Sign up for the newsletter.
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
Sea Limited 1Q-2025 Earnings Review
SE(earnings update): Sea Limited shocked market w/ Garena gaming +51% bookings QoQ. Shopee leads SE Asia e-commerce with improving logistics costs (-6% YoY Asia, -21% Brazil). Monee fintech +57.6% YoY, 200bps EBITDA improvement. Management transitioning from growth to FCF generation. Share +132% YoY.
Read full article (6 min)