SE Q1 results reflect strong gains in E-commerce and Digital Finance, though revenue miss and macroeconomic pressures remain key concerns.
The headline numbers for Sea Limited (SE) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
U.S.-listed shares of Sea Limited (SE) jumped more than 8% Tuesday after the online commerce, banking, and gaming provider posted better-than-expected profit as all three of its units had sales gains.
SE's Q1 performance is likely to have gained from digital finance and strong Free Fire engagement. Shopee is expected to have faced headwinds from seasonality.
Evaluate the expected performance of Sea Limited (SE) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Grab and Sea Limited both focus on Southeast Asia, offering diverse services through "everything apps," but differ in core business models and geographical expansion. Grab's valuation is appealing with strong growth potential, clear moats, a solid track record, and significant cash reserves, supported by Uber's stake. Sea Limited has broader international exposure and aggressive expansion, but Grab's integrated ecosystem and sector presence make it a more compelling investment.
President Trump has made a new announcement, calling for a certain industry to start moving to meet new demand caused by recent trade tariff rollouts. This has likely been analyzed deeply by some of the best and smartest traders in the market today.
The latest trading day saw Sea Limited Sponsored ADR (SE) settling at $134.05, representing a +0.1% change from its previous close.
Sea Limited (SE) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Sea Limited Sponsored ADR (SE) closed the most recent trading day at $130.28, moving +1.97% from the previous trading session.
In the closing of the recent trading day, Sea Limited Sponsored ADR (SE) stood at $118.52, denoting a +1.71% change from the preceding trading day.
SE's outperformance has been warranted, as it appears to be largely insulated from the ongoing macro/ geopolitical headwinds in the US. This is significantly aided by the moderating inflation observed in Southeast Asia, underscoring why the consumer spending trends remain robust in the region. These have already contributed to SE's robust FQ4'24 performance metrics, expanding profit margins, richer balance sheet, and promising FY2025 guidance.