$Sea Ltd(SE)$ based on the glo

2023-11-27

$Sea Ltd(SE)$ based on the global averages here, Shopee's valuation alone should be:

$64B (0.8x GMV), $30B (30X PE if they shifted to profitability based on Q2'23)

Whole Sea group market cap as of today is $21B. You can imagine the kind of mispricing in this stock as of today

图像

and this is ignoring Seamoney and Garena, both of which combined are generating ~$400M of quarterly adj. EBITDA

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":245935368757368,"tweetId":"245935368757368","gmtCreate":1701079849439,"gmtModify":1701079853448,"author":{"id":9000000000000696,"idStr":"9000000000000696","authorId":9000000000000696,"authorIdStr":"9000000000000696","name":"BarbaraWillard","avatar":"https://static.tigerbbs.com/af002b44e35ebf40cafbbaf194de9c06","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":103,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/3dd434b337bbea04ebb03652d7857054","width":"2426","height":"896"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/3dd434b337bbea04ebb03652d7857054","width":"2426","height":"896"}],"html":"<html><head></head><body> <a data-mention-id=\"SE\" class=\"teditor-mention\" data-mention-name=\"Sea Ltd\" href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> <v-v data-views=\"1\"></v-v> based on the global averages here, Shopee's valuation alone should be:$64B (0.8x GMV), $30B (30X PE if they shifted to profitability based on Q2'23)Whole Sea group market cap as of today is $21B. You can imagine the kind of mispricing in this stock as of today<img alt=\"图像\" title=\"图像\" src=\"https://community-static.tradeup.com/news/3dd434b337bbea04ebb03652d7857054\" tg-width=\"2426\" tg-height=\"896\">图像and this is ignoring Seamoney and Garena, both of which combined are generating ~$400M of quarterly adj. EBITDA</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"SE\" class=\"teditor-mention\" data-mention-name=\"Sea Ltd\" href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> <v-v data-views=\"1\"></v-v> based on the global averages here, Shopee's valuation alone should be:$64B (0.8x GMV), $30B (30X PE if they shifted to profitability based on Q2'23)Whole Sea group market cap as of today is $21B. You can imagine the kind of mispricing in this stock as of today<img alt=\"图像\" title=\"图像\" src=\"https://community-static.tradeup.com/news/3dd434b337bbea04ebb03652d7857054\" tg-width=\"2426\" tg-height=\"896\">图像and this is ignoring Seamoney and Garena, both of which combined are generating ~$400M of quarterly adj. EBITDA</body></html>","text":"$Sea Ltd(SE)$ based on the global averages here, Shopee's valuation alone should be: $64B (0.8x GMV), $30B (30X PE if they shifted to profitability based on Q2'23) Whole Sea group market cap as of today is $21B. You can imagine the kind of mispricing in this stock as of today 图像 and this is ignoring Seamoney and Garena, both of which combined are generating ~$400M of quarterly adj. EBITDA","highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/245935368757368","repostId":0,"isVote":1,"tweetType":1,"viewCount":354,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SE"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":325,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/245935368757368"}