E-commerce GMV + 29% YoY, Gaming +23%, Financial Services Loan Book up 90% (1% non-performing). Group revenue up 38%, operating profit ~$2B, FCF ~$4B annualised. Cheap at 25x FCF for 20%+ LT growth.
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Sea Limited (SE) Q2'25: 'The Best Is Yet to…
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E-commerce GMV + 29% YoY, Gaming +23%, Financial Services Loan Book up 90% (1% non-performing). Group revenue up 38%, operating profit ~$2B, FCF ~$4B annualised. Cheap at 25x FCF for 20%+ LT growth.