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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 12.2K followers
Created: 2025-07-11 20:37:14 UTC

4/ $SE
Sea Ltd is often dubbed the "Amazon of Southeast Asia" due to its ownership of Shopee, but there is a lot more to it. They have X main business segments:

❎Garena, a leading developer and publisher of online games, including popular titles like Free Fire (new to me but apparently very popular)

❎Shopee, a dominant e-commerce platform across Southeast Asia, Taiwan, and with a growing presence in Latin America, especially Brazil.

❎SeaMoney which recently rebranded as Monee, provides digital financial services such such as mobile wallet services, payment processing, and credit offerings

Growth 5Y
- Rev: XXXX%
- EPS: only turned profitable in 2023 (high growth since then). EPS X yr forward = XXXXX%
- Revenue growth next X year: XXXX%

Operational
- Gross margin: XX%
- Operating margin: XXX%
- FCF margin: XXXX%

Valuation
- Forward PE: XXXX
- Forward P/OCF: XXXXX
- PEG: XXX

Sentiment: reasonably priced. Would love to open a position, but I'm waiting for a better price.

![](https://pbs.twimg.com/media/GvkQjcrXYAAUPRU.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943771585380487625/c:line.svg)

**Related Topics**
[taiwan](/topic/taiwan)
[ecommerce](/topic/ecommerce)
[garena](/topic/garena)
[shopee](/topic/shopee)
[$se](/topic/$se)
[investment](/topic/investment)
[sea limited](/topic/sea-limited)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

[Post Link](https://x.com/TacticzH/status/1943771585380487625)