Акции Sea Limited (SE) — это хороший бизнес?

Акции Sea Limited (SE) — это хороший бизнес? — InspectStocks

На чём зарабатывает

Shopee marketplace, advertising, seller services and direct product sales72 %
Monee financial services17 %
Garena games and game publishing11 %

Доли выручки — это оценки за FY2025, high confidence, а не цифры из поданной отчётности.

Конкурирует с

BABALazada
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Размер
227,9B $
Маржа
7,0 %
TikTok Shop
MELIMercadoLibre
A
Размер
74,8B $
Маржа
4,9 %
GRABGrab
C
Размер
13,6B $
Маржа
13,2 %
TCEHYTencent Holdings

Что продаёт6

Shopee marketplace
An online shopping service where individuals and businesses list goods for shoppers to buy.
Shopee advertising
Paid ads that help sellers promote their products to shoppers on Shopee.
Fulfilled by Shopee
Sellers store goods in Shopee fulfillment centers, and Shopee handles storage, packing and shipping.

Показать ещё 3

Monee credit
Consumer loans, buy-now-pay-later purchases and loans to small businesses.
Monee payment and financial services
E-wallet payments, payment processing, banking, insurance and investment products.
Free Fire
A free-to-play mobile battle royale game in which players can buy virtual items and season passes.

Кто покупает5

Individuals and households who buy goods from sellers on Shopee.
Small businesses, brands, large retailers and individual sellers who list goods on Shopee and may pay for ads, transaction services or logistics.
Consumers and small businesses that borrow from Monee.

Показать ещё 2

People and merchants who use Monee for payments, banking, insurance or investment services.
Players who download Garena games and may buy virtual items or season passes.

На чём держится и что может это сломать

От чего зависит бизнес

1Shopee relies on its own delivery capabilities and third-party logistics providers to get orders to buyers, including in markets with difficult terrain and limited infrastructure.
2Monee needs licenses, approvals or local partners to provide financial services in the countries where it operates.
3Garena depends on Free Fire and a limited number of other games for a significant portion of its digital entertainment revenue and gross profit.
4Garena also relies on third-party game developers for some games and on app stores and payment providers to distribute games and process purchases.
5Sea relies on data centers, cloud services, telecommunications networks and other technology infrastructure to run its services.

Что может пойти не так

1Delivery delays, service failures or higher fulfillment costs could harm Shopee's buyer experience and its ability to serve sellers, especially in markets with difficult geography.
2Monee borrowers may not repay their loans; inaccurate credit-loss estimates or unsuccessful collection efforts could result in losses.
3Garena depends significantly on a limited number of games, including Free Fire; falling player engagement or problems refreshing game content could reduce game revenue.

Полная финансовая отчётность →

О компании Sea Limited

Through Shopee, Sea connects shoppers with sellers and charges sellers for advertising, transactions and optional services such as shipping; it also sells some goods directly. Shopee recorded 4.2 billion orders (Q2 2026, high confidence) and $38.3 billion in gross merchandise value (Q2 2026, high confidence). Monee provides loans, payment services, banking, insurance and wealth products; its consumer and small-business loans totaled $11.1 billion in principal outstanding (June 30, 2026, high confidence). Garena develops and publishes online games, including Free Fire, where players can buy virtual items and season passes; Free Fire averaged over 100 million daily active users (Q2 2026, high confidence).

Штаб-квартира: Singapore
Год основания: 2009 (incorporated May 8; high confidence)
Торгуется на: New York Stock Exchange
Конец финансового года: December 31

Построено по собственной отчётности Sea Limited, поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

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The themes it is part of

Highest-graded in Internet Retail

Graded A or B and worth $2B or more: A first, then the largest.

All 38 graded companies in its industry

Grade rose recently in Consumer Discretionary

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises