Professional
Added to YB: 2025-07-30
Pitch date: 2025-06-30
SE [neutral]
Sea Limited
-21.37%
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
$159.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.58
P/E
62.01
EV/Sales
3.74
Sector
Broadline Retail
Category
growth
Lakehouse Global Growth Fund Portfolio Holding: Sea Limited
SE (holding update): Revenue +30% YoY to $17.9B with turnaround from $38.8M loss to $875.2M profit. Shopee seeing higher volumes, improved take rates, less regulatory pressure in Indonesia. Monee's loan book +77% YoY, revenue +44% to $2.7B. Garena bookings +51% YoY despite slight revenue decline. SE benefits from early-stage e-commerce penetration in SE Asia.
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