Added to YB: 2024-12-11
Pitch date: 2024-12-10
SE [bullish]
Sea Limited
+4.14%
current return
Author Info
GabGrowth writes about asymmetric investments that go unnoticed, with a deep focus on emerging markets. Sign up for the newsletter.
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
$74.7B
Pitch Price
$112.58
Price Target
141.00 (+18%)
Dividend
N/A
EV/EBITDA
21.89
P/E
47.09
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Sea Limited: Dominating Southeast Asia E-Commerce and Gaming, Poised for Continued Growth
SE: Dominant SEA e-commerce (55% mkt share), Free Fire growth resumes (30% YoY), SeaMoney expanding (70% YoY loan book). Ecosystem synergies, regional tailwinds. Risks: TikTok Shop competition, FF India uncertainty. SOTP valuation: $141 PT (23% upside). Garena $25B, Shopee $40B, SeaMoney $12B.
Read full article (15 min)