Consensus on 2025F FCF is abou

2023-08-01

Consensus on 2025F FCF is about $2.2B.
FCF generation on top of a very healthy pile of cash on the balance sheet, that is enough to sustain their ambition for years to come.

While we mostly look at Sea for ECom and Financials services, they are going to stabilize DE segment at some point in 2024, which will make Sea reported ("blended") rate much stronger.

As a huge fan of Mercadolibre and Coupang, i begun to look at Sea as a very nice complementary position. I also notice that the big shareholders like Ark (retail) have disappeared.

There's perhaps a pendulum effect at some point. I don't know... what do you think? $Sea Ltd(SE)$

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