Added to YB: 2026-08-17
Pitch date: 2026-08-13
SE [bullish]
Sea Limited
-2.45%
current return
Author Info
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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
$125.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.89
P/E
47.09
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Sea Limited (SE) Q2'26 - Profitable growth, shares up 70% from lows
SE (holding update): Shopee Adj EBITDA margin ticked to 0.7% (target 2-3%), driving stock +70% off lows to $131. Q2'26 rev +48% YoY to $7.8B, Adj EBITDA $917M. Ads +70%, VIP 15M members=24% GMV, livestream 35% of orders. Monee loans +61%, NPL 1%. Garena stable. ~75B EV, 4B EBITDA, 55%+ of PA.
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