Samlunch
05-13
$Grab Holdings(GRAB)$  

$Sea Ltd(SE)$  

At about 14 yrs old, $MELI held about $200M in cash on its balance sheet

At about 14 yrs old, $SE holds $8.5B+ in cash on its balance sheet

This is what I mean when I say $SE's cash hoard is genuinely massive (and it's growing because the conglomerate is FCF positive now)

Anyone in SEA recognises the fact that $SE is already a powerhouse at the moment and will likely dominate for years to come, alongside $GRAB.

The market undervaluation is purely out of ignorance.

$SE CEO Forrest Li shared, in his recent letter to employees, that, via the implementation of AI tech in service of customers, Sea Ltd. could experience a 30x value increase:

"As I shared with you in that birthday note three years ago, 'We are a tech company. This means that we fundamentally believe in the power of technology, and believe that the biggest value creation in the future will come from technology.'

AI is the next tech revolution that will create a huge, new value pie. If we can capture a part of it, our ability to improve lives through technology could increase by an order of magnitude.

We could go from serving hundreds of millions of users to, perhaps, serving billions. And growing our value another 30x becomes a real possibility."


Antitrust? How Will Sea Move?
Indonesia's antitrust agency said Monday it was probing local units of e-commerce giants Shopee and Lazada for potential breaches of anticompetition rules. ------------- What's your target price for Sea? How will Sea move on the news?
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