Will Sea Limited Be a Trillion-Dollar Company by 2030?

Motley Fool2021-08-17

The trillion-dollar stock club is still a small group that includes just Amazon, Facebook, Microsoft, Apple, and Alphabet. A common trait among its members is that they have multiple businesses that ...

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Comments

Targarean
2021-08-18
Targarean
No it won’t
Annie_ann29
2021-08-18
Annie_ann29
Like plz
TheTraDer
2021-08-18
TheTraDer
Up
- Annie_ann29:
  Yes
andrew123
2021-08-18
andrew123
Only possible if listed in US n not sgx
- TheTraDer:
  up
SPOT_ON
2021-08-18
SPOT_ON
Singapore ??... the best company ever to come out from sg.... why the rest of sg company never go for us listing ??!!
- NCM:
  Grab is otw
Portfolio50
2021-08-18
Portfolio50
40% yoy is huge. The absolute figure is not big but it is huge relative to itself!

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A common trait among its members is that they have multiple businesses that ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/17/will-sea-limited-be-a-trillion-dollar-stock-by-203/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SE","symbol_name":"Sea Ltd","start_time":0,"source_url":"https://www.fool.com/investing/2021/08/17/will-sea-limited-be-a-trillion-dollar-stock-by-203/","article_id":"2160015602","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2160015602","pubTimestamp":1629211800,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Sea Limited could one day join the $1 trillion stock club -- here's how it could happen.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SE":"Sea Ltd"},"translate_title":"到2030年，Sea Limited会成为万亿美元的公司吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SE":0.9},"content_text":"The trillion-dollar stock club is still a small group that includes just Amazon, Facebook, Microsoft, Apple, and Alphabet. A common trait among its members is that they have multiple businesses that dominate the markets they compete in. Sea Limited (NYSE:SE) is an internet company in Southeast Asia (\"SEA,\" for short) that shows the potential to reach that milestone someday. Here are three reasons why.\n1. Dominance in a digital economy\nSea Limited is a conglomerate of digital products and services that include e-commerce, gaming, and digital payments. Its business segments dominate the market in SEA, much as Amazon dominates e-commerce in the United States.\nAccording to a Google report, the SEA region's digital economy is worth (shown as GMV, or gross marketplace volume) approximately $100 billion as of 2020. Sea Limited captured $35.4 billion of that through its e-commerce business, Shopee, alone in 2020. Sea's management claims that Shopee is the most popular shopping app in SEA by monthly active users and time spent on the app. This level of engagement shows up in the financials. Shopee's GMV grew to $12.6 billion in 2021 Q1, a 103% increase year over year.\n\nImage source: Getty Images.\nSea's business goes well beyond e-commerce. It owns a payments business called Sea Money that offers mobile wallet services to 26.1 million paying users. Digital entertainment is Sea's third segment, which houses its game development studio, Garena, creator of Free Fire, the world's most downloaded mobile game in 2020.\nSea Limited's strong presence in e-commerce, payments, and gaming has fueled the company's growth trajectory thanks to the digital nature of the economy in SEA. Sea Limited generated just $345 million in revenue in 2016, but the company is expected to do $8.3 billion in 2021, growing 95% per year over this stretch.\nSea Limited could be positioned to continue its rapid growth over the coming years. Roughly half of the 670 million inhabitants of SEA are under the age of 30, and 68% of households use smartphones.\n2. Expanding into new markets\nSea Limited has expanded aggressively, pushing into Latin America for new expansion opportunities. Sea Limited started by launching Shopee in Brazil in late 2019 and is using the popularity of Free Fire to gain recognition, making Shopee the only licensed seller of Free Fire merchandise and signing a deal to become an official sponsor of Brazil's national football team. These moves have helped the Shopee app grab an 18% market share in less than two years.\nSea Limited focuses its \"on-the-ground\" resources in Brazil but has launched websites for other countries, including Mexico, Columbia, and Chile. Latin America is estimated to be the world's fastest-growing e-commerce market, so establishing a presence in the region in addition to its existing growth in Asia is potentially a massive long-term tailwind.\n3. Launching new businesses\nWe have painted a picture of a company with an ambitious growth culture, which continues to show up in Sea Limited's actions. The company recently launched new operating segments that it hopes will someday be as meaningful to the business as its e-commerce, banking, and gaming segments currently are.\nManagement announced the formation of Sea Capital, an investing group that will make strategic investments on behalf of the company, starting with $1 billion in funding. The company also announced the launch of Sea AI Labs, a group that will focus on developing applications for artificial intelligence. These were announced at the end of Sea Limited's 2020 fiscal year and are likely a few years away from contributing to the business. However, the existing track record of execution should give investors hope that Sea will find success in these new opportunities.\nThe path to $1 trillion\nSea Limited currently has a market cap of $155 billion and trades at a price-to-sales ratio of 18.6, based on expected revenue for the full 2021 year. The current P/S ratios of the other trillion-dollar stocks range between 4 and 10 currently, so for a rough estimate, let's assume that Sea Limited trades at a P/S of 5 over the very long term.\nTo reach a $1 trillion market cap, Sea Limited would need to hit $200 billion in revenue at this valuation. How long could this take? Amazon is expected to make almost $500 billion in revenue this year, a 27% increase over 2020. Sea Limited is growing at a triple-digit rate, but to make sure that we are realistic, let's assume that Sea's long-term revenue growth averages 40% per year, which could be reasonable considering that we are talking about much smaller numbers than Amazon's.\nIf we project to the end of the decade, Sea Limited will cross $200 billion in revenue between 2030 and 2031, producing a $1 trillion market cap. Sea Limited is already a large company, but this exercise shows that a quality business with ambitious management can continue to produce strong returns for investors well into the future.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":833269174,"gmtCreate":1629245639298,"gmtModify":1676529975900,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Targarean","avatar":"https://community-static.tradeup.com/news/59de1c73df3e7e460bd84cc786850fa6","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":7,"crmLevelSwitch":1},"htmlText":"No it won’t&nbsp;","listText":"No it won’t&nbsp;","text":"No it won’t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833269174","repostId":2160015602,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":833297564,"gmtCreate":1629244102358,"gmtModify":1676529975047,"author":{"id":"4088678216292640","authorId":"4088678216292640","name":"Annie_ann29","avatar":"https://static.tigerbbs.com/74b75bf973f051fd1f70b054cc66a45c","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Like plz","listText":"Like plz","text":"Like plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833297564","repostId":2160015602,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":833661761,"gmtCreate":1629240625153,"gmtModify":1676529973294,"author":{"id":"3564699872563563","authorId":"3564699872563563","name":"TheTraDer","avatar":"https://static.tigerbbs.com/8a7106d89a292fc159261f2863dcc3a9","vip":1,"crmLevel":8,"crmLevelSwitch":1},"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/833661761","repostId":2160015602,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5561153,"gmtCreate":1629244113088,"gmtModify":1663232526439,"authorId":4088678216292640,"author":{"id":4088678216292640,"authorId":4088678216292640,"name":"Annie_ann29","avatar":"https://static.tigerbbs.com/74b75bf973f051fd1f70b054cc66a45c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":833661761,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"}],"langContent":"EN"},{"id":833619858,"gmtCreate":1629238492674,"gmtModify":1676529972637,"author":{"id":"3576260758860416","authorId":"3576260758860416","name":"andrew123","avatar":"https://community-static.tradeup.com/news/f3e049e64de259e717c6e652c0aca653","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":5,"crmLevelSwitch":0},"htmlText":"Only possible if listed in US n not sgx","listText":"Only possible if listed in US n not sgx","text":"Only possible if listed in US n not sgx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/833619858","repostId":2160015602,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5560367,"gmtCreate":1629240638251,"gmtModify":1635149143104,"authorId":3564699872563563,"author":{"id":3564699872563563,"authorId":3564699872563563,"name":"TheTraDer","avatar":"https://static.tigerbbs.com/8a7106d89a292fc159261f2863dcc3a9","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.02%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":833619858,"type":1,"supId":0,"prevId":0,"content":"<u>up</u>","text":"<u>up</u>","html":"<u>up</u>"}],"langContent":"EN"},{"id":833630057,"gmtCreate":1629236882879,"gmtModify":1676529972411,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":4,"crmLevelSwitch":1},"htmlText":"Singapore ??... the best company ever to come out from sg.... why the rest of sg company never go for us listing ??!!","listText":"Singapore ??... the best company ever to come out from sg.... why the rest of sg company never go for us listing ??!!","text":"Singapore ??... the best company ever to come out from sg.... why the rest of sg company never go for us listing ??!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/833630057","repostId":2160015602,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5566277,"gmtCreate":1629277660971,"gmtModify":1663232552231,"authorId":3567832114052050,"author":{"id":3567832114052050,"authorId":3567832114052050,"name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":833630057,"type":1,"supId":0,"prevId":0,"content":"Grab is otw","text":"Grab is otw","html":"Grab is otw"}],"langContent":"EN"},{"id":833875803,"gmtCreate":1629226115702,"gmtModify":1676529971783,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"40% yoy is huge. The absolute figure is not big but it is huge relative to itself!","listText":"40% yoy is huge. The absolute figure is not big but it is huge relative to itself!","text":"40% yoy is huge. The absolute figure is not big but it is huge relative to itself!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833875803","repostId":2160015602,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":81,"commentSize":20,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2160015602"}