Added to YB: 2024-12-11
Pitch date: 2024-12-10
SE [bullish]
Sea Limited
-26.91%
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
$46.7B
Pitch Price
$112.58
Price Target
141.00 (+71%)
Dividend
N/A
EV/EBITDA
14.70
P/E
31.29
EV/Sales
1.72
Sector
Broadline Retail
Category
growth
Show full summary:
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)