We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Sea Limited
Communication Services · Interactive Media & Services
Three-engine SEA consumer-internet compound back to GAAP-profitable cadence after the 2022 reset.
- Shopee dominant in 6 SEA markets (ID/TH/VN/PH/MY/SG) + #2 in Brazil; take-rate expansion ~+150bps off ads + logistics monetization
- SeaMoney credit book scaling; consumer + SME loans cross-sold off Shopee transaction graph
- Free Fire revival post-India unban; live-ops cohort still funds the group cash engine
- Group GAAP profitability + adj EBITDA positive across all three segments
- Capital-light vs Western peers; SEA + LatAm secular digital-spend tailwind
- TikTok Shop competitive pressure in Indonesia + Thailand on Shopee take-rate
- Free Fire concentration risk; gaming bookings cyclical + title-driven
- SeaMoney NPL trajectory + regulatory cap risk across multi-jurisdiction footprint
- FX translation drag (IDR/THB/BRL) on USD reporting
- Sea reinvests aggressively when growth slows - operating leverage path is non-linear
Each weekday: the scan's ENTER setups with entry, stop and target, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.
No major news in the last 7 days for SE - only listicles and opinion pieces, which we filter out by default. See everything anyway.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.