Sea: Strong Fundamentals, Weak Sentiment - A Buy On Reinvestment Phase [Seeking Alpha]
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE)
Last sea limited american depositary shares, each representing one class a ordinary share earnings: 3/3 06:30 am
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US:NYSE Investor Relations:
seagroup.com/investor/home
Company Research
Source: Seeking Alpha
SE's Q4 results show gross profits outpacing operating expenses, stable FCF margins (~20%), and strong GMV growth guidance (~25% YoY for 2025). Monetization levers are robust: ad revenue up ~70% YoY, ad take rates improved, and higher-tier users driving increased spend. Logistics and fintech segments show disciplined expansion, with logistics boosting user spend and Monee's loan book up ~80% YoY at stable NPLs. oatawa/iStock via Getty Images My Buy call on Sea Limited ( SE ) in December has seen a ~30% correction since. The earlier thesis was bullish because Sea had transitioned into a structurally profitable phase and I expected strong revenue growth combined
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High impacting Sea Limited American Depositary Shares, each representing one Class A Ordinary Share news events
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A roundup of the hottest topics
SE
News
- eFuels SEA Launches Platform to Develop eFuels Projects Across Southeast Asia Using Infinium TechnologyPR Newswire
- eFuels SEA Launches Platform to Develop eFuels Projects Across Southeast Asia Using Infinium TechnologyPR Newswire
- eFuels SEA Launches Platform to Develop eFuels Projects Across Southeast Asia Using Infinium TechnologyPR Newswire
- Shopee and SeaMoney Profitability Plus Cohen's Stake Build Could Be A Game Changer For Sea (SE) [Yahoo! Finance]Yahoo! Finance
- Sea Limited (SE): Billionaire Steve Cohen Is Loading Up on This Stock [Yahoo! Finance]Yahoo! Finance
SE
Earnings
- 3/3/26 - In-Line