Sea Limited reported strong Q3 results with revenue growth of 43.4%, surpassing expectations by $500 million. The Shopee and Monee segments showed significant user and loan growth, driven by ShopeeVIP and advertising revenue. Despite some pressure on earnings per share due to increased expenses, the company maintains a favorable valuation at 15 times forward earnings. Risks include macroeconomic challenges, competition, and uncertainty around a potential Monee IPO, but the overall outlook remains positive with a Buy rating reaffirmed.
Sea Limited shares trade at USD 76.98 on Pluang as of Nov 11, 2026 04:11 WIB, down 1.26% in the past day. The stock's market cap stands at $47.75 billion, reflecting significant investor interest despite recent price declines. Typical investors hold SE shares for about 104 days on Pluang, indicating moderate trading activity around this consumer cyclical stock.
