Can Sea Limited’s Meteoric Rise Continue?

Sea Limited has staged a remarkable turnaround, transforming from a market concern into a textbook case of profitable corporate evolution. With its stock surging more than 50% since the start of the year, investors are now questioning whether this momentum is sustainable or if a period of consolidation is due.

The company’s success is largely attributed to a powerful synergy between its three core segments: the e-commerce platform Shopee, the gaming unit Garena, and the financial services arm Monee. This interconnected ecosystem, often described as a “flywheel” effect, creates a self-reinforcing cycle of growth. The strategy delivered impressive results in the second quarter of 2025. Shopee, the e-commerce giant, recorded its first-ever positive adjusted EBITDA of $227.7 million. Its Gross Merchandise Volume (GMV) surged 28.2% to $29.8 billion, with artificial intelligence initiatives... Read more...