Sea Limited
"Shopee continues to gain market share in Brazil."
Business LinesE-commerce (Shopee)
Key Metrics
Gross Merchandise Value (GMV), Gross Orders
Growth Driver
E-commerce Growth in Southeast Asia
Advantage
Integrated Ecosystem with Payments & Gaming
Use Case Solved
Online Shopping & Marketplace
Market Position
#1 E-commerce Platform in Southeast Asia
Quantified Position
Primary revenue driver
Digital Entertainment (Garena)
Key Metrics
Quarterly Active Users (QAUs), Bookings
Growth Driver
Success of flagship game 'Free Fire'
Advantage
Massively popular proprietary game
Use Case Solved
Mobile gaming
Market Position
Highly profitable gaming division
Quantified Position
Funds the growth of other segments
Digital Financial Services (SeaMoney)
Key Metrics
Total Payment Volume (TPV)
Growth Driver
Integration with Shopee, new financial products
Advantage
Leverages Shopee's user base
Use Case Solved
Digital wallets and financial services
Market Position
Growing fintech platform
Quantified Position
Key synergy for the ecosystem
Fcf Yield Pct
4.0
Next Year Revenue Growth Pct
20.4
Subscription Revenue Pct
0%
Marketing And Sales Pct
>50%
Capex Pct
~10-15%
Single Point Of Failure
Geopolitical tensions in Southeast Asia.
Insider Ownership Pct
15.00%
Gross Margin Pct T T M
42.10%