Added to YB: 2026-06-18
Pitch date: 2026-06-15
SE [bullish]
Sea Limited
-1.91%
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
$53.2B
Pitch Price
$88.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.54
P/E
34.18
EV/Sales
1.84
Sector
Broadline Retail
Category
growth
Sea Limited ($SE): A Pure-Play Bet on Southeast Asia's (EM) Digital Decade
SE (holding update): SEA Asia super-app (Garena/Shopee/Monee) at low-$80s, -60% from $199 peak despite FY25 rev $22.9B (+36%), NI $1.58B (+255%), Q1'26 rev $7.1B (+47%), first $1B adj EBITDA qtr. Shopee margin compression deliberate; Monee loan book +71%. Fair PE 25x, ~36%/yr 3yr. Risk: TikTok Shop. Founder-led, $7B net cash, buybacks.
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