Sea Limited: Primed For A Comeback

Feb. 02, 2023 11:57 AM ETSea Limited (SE)8 Comments


  • Sea Limited's story is not exactly straightforward. Its revenues are rapidly decelerating, which led its share price to fall more than 70% from its highs.
  • But under the hood, its E-commerce business is still likely to thrive in 2023. Even if the advertising value-added services may in the near term be weaker than many expect.
  • All that being said, I believe that there's a compelling contrarian investment opportunity here.
  • Looking for more investing ideas like this one? Get them exclusively at Deep Value Returns. Learn More »

Happy asia man gamer wear headphone competition play video game online with smartphone colorful neon light in living room at night modern house.


Investment Thesis

Sea Limited (NYSE:SE) is a Southeast Asia consumer business. Its story is far from straightforward. There are segments, such as Sea's Digital Entertainment which accounts for below 30% of total revenues that are slowing down. Meanwhile, both its E-commerce and its

Data by YCharts

Data by YCharts

Author's calculations

Author's calculations

SE annual report

SE annual report

Data by YCharts

Strong Investment Potential

My Marketplace highlights a portfolio of undervalued investment opportunities - stocks with rapid growth potential, driven by top quality management, while these stocks are cheaply valued.

I follow countless companies and select for you the most attractive investments. I do all the work of picking the most attractive stocks.

Investing Made EASY

As an experienced professional, I highlight the best stocks to grow your savings: stocks that deliver strong gains.

    • Deep Value Returns' Marketplace continues to rapidly grow.
    • Check out members' reviews.
    • High-quality, actionable insightful stock picks.
    • The place where value is everything.

This article was written by

High upside energy, commodity, tech, and dividend stocks
THANK YOU for all the help that everyone has so kindly offered me, in how to think about businesses from different perspectives.

DEEP VALUE RETURNS: The only Marketplace with real performance. No gimmicks. I provide a hand-holding service. Plus regular stock updates.

We are all working together to compound returns.

WARNING: Any stocks that you feel like buying after discussions with me are your responsibility.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments (8)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.