Sea Limited: Buy This Falling Knife - Compelling Upside Story Ahead
Sea Limited is an even more compelling Buy after the -37% stock correction from recent highs, as robust fundamentals persist across all business segments. The e-commerce, digital entertainment, and fintech divisions are delivering accelerating growth, improved margins, and strong cross-segment synergies, justifying the elevated investments/partnerships. Thanks to the meltdown, SE is even cheaper at FWD P/E of 35.66x, with projected adj EPS growth at CAGR of +68.7% through FY2027 triggering a 3Y PEG of 0.52x.
Serica Energy shares on front foot as it agrees to buy more North Sea assets
Serica Energy PLC (AIM:SQZ) has agreed to acquire a portfolio of Southern North Sea assets from Spirit Energy for £57 million. It marks the second piece of North Sea consolidation in as many days, following Harbour Energy's deal to increase its stake in the Catcher field.
Harbour Energy boosted by 'very sensible' new acquisition in North Sea
Harbour Energy PLC (LSE:HBR) shares traded positively on Monday, after it sealed its latest piece of North Sea consolidation, acquiring more of its Catcher field. The independent oiler agreed to buy substantially all the subsidiaries of Waldorf Energy Partners Ltd and Waldorf Production Ltd, which are currently in administration, in a deal worth $170 million.
Harbour Energy jumps after increasing North Sea interests with Waldorf deal
Shares in Harbour Energy PLC (LSE:HBR) spurted almost 7% higher to 212.5p after the FTSE 250 group struck a $170 million deal to increase its ownership of the Catcher and Kraken oil fields in the UK North Sea. It has agreed to most of the subsidiaries of Waldorf Energy Partners and Waldorf Production, funded from existing liquidity and targeted for completion in the second quarter of 2026.
Harbour Energy to acquire North Sea assets for $170 million, shares rise 6%
Harbour Energy said on Friday it had agreed to acquire all the subsidiaries of Waldorf Energy Partners and Waldorf Production in the UK North Sea fields, currently in administration, for $170 million, sending its shares up nearly 6%.
A Billion-Barrel Oil Glut Is Forming at Sea
Geopolitics and sanctions are causing crude to accumulate on the ocean.
Sea Limited Slides 33% in 3 Months: Time to Exit or Hold the Stock?
SE's sharp stock decline, rising costs and fierce competition deepen concerns over its outlook and valuation.
Equinor Encounters Gas and Condensate Finds in the Norwegian North Sea
EQNR reports two sizeable gas and condensate discoveries in the Sleipner area, marking this year's largest finds on the Norwegian Continental Shelf.
Does SE's Heavy Free Fire Dependence Pose a Risk to Garena's Growth?
Sea Limited's Garena posts strong gains on Free Fire events, but heavy reliance on the title raises questions about long-term growth and diversity.
Brokers Suggest Investing in Sea Limited (SE): Read This Before Placing a Bet
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Sea: A Puzzling Dip And A Tremendous Buying Opportunity
Sea Limited offers a compelling growth opportunity, trading at a reasonable 15.5x EV/FY26 adjusted EBITDA after a 30% pullback from September highs. SE's Shopee division delivered 28% GMV growth and 35% e-commerce revenue growth, with improved take rates and rapid expansion in Brazil and Indonesia. All three core segments—e-commerce, gaming, and financial services—are now profitable, driving a 68% y/y surge in total adjusted EBITDA to $874.3 million.
Equinor Makes North Sea Gas Discoveries
Initial estimates indicate the reservoirs west of Norway could contain 30 million to 110 million barrels of recoverable oil equivalent.
