$Sea Ltd(SE)$ attract my eyes agian.
$Sea Ltd(SE)$ stage 2 breakout on deck. 1.5B stock, I like it when it moves.
$Sea Ltd(SE)$ is transforming the business successfully into a cash flow machine, proving its gaming franchise is evergreen, cementing its e-commerce dominance, and growing its fintech at 20%+ durably. At a $2B free cash flow run rate and a $9B cash pile, the stock is priced for more upside at 21x FCF.
Cite from Riyado Sofian: “At $77, rate cuts, Free Fire India relaunch, and margin expansion due to products like advertising, have not been priced in. Trading at only 3x its Revenue, SE stock still has plenty of upside.”
- Diversification
- Exposure to Asian equities
- Exposure to e-commerce, gaming, fintech
- $SE is less risky
- $SE has stronger moats
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