4 reasons to own SE:

1. Diverse Ecosystem: Sea Limited operates in three main sectors - digital entertainment (Garena), e-commerce (Shopee), and digital financial services (SeaMoney). This diversification provides multiple avenues for revenue generation.

2. Growth Potential: Especially in its e-commerce platform, Shopee, which has been expanding rapidly in Southeast Asia and Taiwan, capturing significant market share.

3. Strong User Engagement: Garena’s online games, especially “Free Fire,” have witnessed robust user growth and engagement, making it a key revenue driver.

4. Increasing Monetization: Sea’s platforms have seen increasing monetization rates over time, especially as Shopee scales up and SeaMoney starts getting a higher adoption rate.

What do you think?