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 Brazil, while Garena shows rising bookings at higher ARPUs, supporting diverse growth prospects. Despite near-term macro uncertainties, the stock trades at a discounted P/E of 21.83x and a 3-year PEG of 0.76x, suggesting more than double upside potential to a long-term price target of $180.40. The company’s stronger balance sheet and oversold technical indicators make it an attractive buy at current levels around the $80s.
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...
Schneider Electric and Hon Hai Technology Group (Foxconn) have announced a strategic collaboration to develop and scale next-generation AI data centers. This partnership combines Foxconn's expertise in AI systems and manufacturing with Schneider Elec...
Sea Limited reported strong Q1 results with improved monetization in Shopee and significant profitability growth in Monee and Garena. Despite Shopee's guidance for over 25% year-on-year GMV growth, the company faces EBITDA margin pressure due to comp...
