Added to YB: 2024-06-26
Pitch date: 2024-06-26
SE [bullish]
Sea Limited
+3.99%
current return
Author Info
No bio for this author
Company Info
Sea Limited, together with its subsidiaries, engages in the digital entertainment, e-commerce, and digital financial service businesses in Southeast Asia, Latin America, rest of Asia, and internationally.
Market Cap
$38.4B
Pitch Price
$74.51
Price Target
N/A
Dividend
N/A
Sector
Entertainment
Category
growth
Sea Limited: High-Growth Prospects Across Gaming, E-Commerce, and Fintech
$SE: Excited about digital ads, Garena gaming (500M+ users, Free Fire growing), Shopee ecom (15%+ growth potential), SeaMoney (digital adoption 50-60%). Most bullish on Fulfillment by Shopee (FBS), comparable to $AMZN's $130B FBA. SE Asia ecom <5% penetration, potential 30-40%, implying massive long-term growth runway for SE.
Read full article (1 min)