Professional
Added to YB: 2024-11-19
Pitch date: 2024-11-18
SE [bullish]
Sea Limited
+14.42%
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
$84.3B
Pitch Price
$109.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.58
P/E
62.01
EV/Sales
3.74
Sector
Broadline Retail
Category
growth
Show full summary:
SaltLight Capital Portfolio Holding: Sea Limited
SE: Free Fire game franchise boasts 648M QAU, 53M paying users ($42 ARPU). Low-spec phone focus drives success in emerging markets. $1bn LTM EBITDA, 50% margins, low capex. Market undervalues annuity-like nature of evergreen game franchises. Strong position in Southeast Asia.
Read full article (1 min)