Sea Limited reported robust Q1 results with Shopee revenue up 45.1% YoY, Monee loans rising 71.3%, and Garena bookings increasing 20.1%, boosting overall net income. These strong segment performances reinforce Sea's position to benefit from long-term growth in high-potential regions. Despite risks like competition and regulatory challenges, the company's diversified business and international expansion support a positive long-term outlook. Valuation remains attractive with an intrinsic value estimate of $130.11 per share, well above current market prices, making it a Strong Buy recommendation.
Sea Limited is focusing on growth investments in FY2026, which have caused a decline in adjusted EBITDA margins but driven strong revenue, GMV, and booking growth. Its fintech segment, Monee, benefits from increased cross-selling and expansion in Bra...
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