A higher GMV indicates more sellers, more goods or either that more high-ticket items. They are the market leader in Taiwan and Indonesia is a huge market for them due to the population size. For FY 2020, SEA Limited saw a 101% year-over-year revenue growth. Instead of having one common app for all users, Shopee develops different stand-alone e-commerce apps for different markets. First is the number of users and second is the level of user engagement. The trailing 12 months of Shopee’s GMV (including Taiwan) is only about $24 billion. As for gaming, the number of active users for online gaming has increased by 50 million from 130 million to 180 million in 2019. This tells us how much money Shopee is earning for every dollar of goods and services sold on Shopee’s platform. But you can see it dominates the mobile segment across most countries. Meituan Dianping is one of them when I took a “wait-and-see” approach. This article will provide a comprehensive deep dive into the business model and operating metrics of Sea Limited. Both Garena and Shopee are platform businesses which benefits from a virtuous cycle network effect. They are synthesizing the social and video features of Facebook and TikTok onto their shopping platform. There are a variety of mini “Shopee Games” where users can collect “Shopee Coins”. This gives you a sense of how much future value we can capture. Digital Entertainment makes up the largest portion of the group’s revenue and they are the only segment that is profitable. Digital Financial Services and their middleman business makes up a small part of the group’s total earnings. There is an endless flurry of activities to retain users in a short-attention-span world. To start off, Sea Limited is a holding company and by itself has no substantive operations. To see if the game remains attractive or if Garena is effectively monetizing its business, we can also calculate the monetization rate by taking the % of paying users to the number of active users. For example, when more people are on Garena, people would want to join Garena because that is where all their friends are. Most of the time spent on mobile is social and communication apps followed by videos. If you believe in Southeast Asia, like Grab, EDB or UOB, Sea Limited (SE) is the stock to own. The acquisition gives us hints that Garena intends to further self-develop and push out more in-house games like Free Fire. Get the latest Sea Limited Sponsored Adr SE detailed stock quotes, stock data, Real-Time ECN, charts, stats and more. I'm hoping some people will help me further analyze the stock and point out some more things I should be looking for and for anyone who has already analyzed SE maybe point out any mistakes I made or things I should also be taking into account. The biggest risk here is the failure to monetize its products and platforms from the cash injected by investors. Net Burn Rate takes into account revenue and it is calculated by taking the year-end cash balance divided by its operating loss. For Q2 2020, both the number of active users and paying users have been showing tremendous Y-o-Y growth. In 2019, Sea Limited did another equity financing by issuing ordinary shares worth US$1.5 billion and a 2nd round of convertible notes at US$1 billion. Learn about SE (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. Higher Gross Orders indicate more people are buying stuff from Shopee’s platform. That’s why Shopee is moving towards social user experience and videos rather than just a marketplace for people to buy/sell goods. This means that whenever a user pays for in-game purchases or virtual items in the game, it is recorded as “Deferred Revenue”. Generally, net burn rate is slower than gross burn but the latter is a more conservative metric to test a company’s sustainability. Sea Limited (SE) analysis. Sea is an e-commerce, gaming, and fintech giant exploding in Southeast Asia. Secondly, internet users in Southeast Asia have increased by 100 million since 2015 to 360 million in 2019. As of 12:55 p.m. EST, Sea Limited shares were down 7%. Probably the most exciting news for SeaMoney is its bid outcome for Singapore’s digital banking license. SE stock rating and analysis - Sea Ltd : a summary of key financial strength and profitability metrics. Sea Limited (SE) Q4 2020 Earnings Call Transcript Mar 02 / MotleyFool.com - Paid Partner Content This E-Commerce Giant Grew its Full-Year Revenue by Almost 100% Although we might think this is a great stock, here are some of the reasons for and against investing in Sea Limited. Sea Limited’s Net Margin is presently recorded at -67.24. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. Latest Share Price and Events Stable Share Price : SE is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 8% a week. Ticker Discussion. Or is this a giant mammoth growth stock that has been overlooked? Not to mention the 1 billion unbanked in Asia. Sea Limited (NYSE:SE) issued its earnings results on Monday, March, 1st. To start off, Sea Limited is a holding company and by itself has no substantive operations. Garena exclusively licenses and distribute games developed by third parties. Join our growing community to learn more about money, investing and financial freedom. Wall Street Stock Market & Finance report, prediction for the future: You'll find the Sea Ltd - ADR share forecasts, stock quote and buy / sell signals below.According to present data Sea Ltd - ADR's SE shares and potentially its market environment have been in a bullish cycle in the last 12 months (if exists). How can one use python to extract the ‘Why traders care’ section? Garena has expanded its local game operations to Indonesia, Taiwan, Vietnam, Thailand, Philippines, Malaysia, Singapore and Latin America. That’s why they have more cash. Some of their products include AirPay, ShopeePay and ShopeePayLater. View Sea Limited Sponsored Adr SE investment & stock information. Sea Limited’s total operating expenses for 2017, 2018 and 2019 are US$590 million, US$1 billion and US$1.5 billion respectively. Example, the food delivery segment in China is also between Meituan Dianping (Tencent) vs Ele.me (Alibaba). Similar to the business model of Lazada, Qoo10 & Taobao, it is a marketplace that connects buyers and sellers. Real time Sea Limited (SE) stock price quote, stock graph, news & analysis. Garena has been around since 2009 and they are a global game developer and publisher. Garena earns its revenue primarily by selling players in-game virtual items and season passes. Sea Limited Sponsored ADR (SE) Stock Moves -0.27%: What You Should Know Feb. 18, 2021 at 5:45 p.m. This stock exemplifies the frothy markets and low cost of capital inflows. Shopee earns its revenue from advertising for sellers and commissions from transactions. I have made the mistake of over-worrying on unprofitable cash-burning businesses. E-commerce platforms and food delivery is a highly competitive, throat-cutting price-war game. Sea Limited’s Financial Overview Now that we know a little background about each of Sea Limited’s divisions, let’s... 3. All views expressed in this blog are my own personal opinions and they do not constitute professional financial advice. It is also the highest-grossing mobile game in both Latin America and Southeast Asia. Gaming is from Tencent, e-commerce is from Alibaba and payment is from both WeChat and AliPay. Sea Ltd - ADR () Stock Market info Recommendations: Buy or sell Sea Ltd - ADR stock? At this trajectory, it is estimated that the internet economy would be worth about $300 billion by 2025. My short answer is yes. See Sea Limited (SE) stock analyst estimates, including earnings and revenue, EPS, upgrades and downgrades. One common metric to look at for early start-ups is the cash burn rate. But it is also where the highest growth and data is. For example, Shopee partner up with KCON to Livestream K-pop music and annual concert series exclusively. While Shopee is showing hyper growth in revenue and user base, their losses are also accelerating over the years. The popularity of Shopee differs in different parts of Southeast Asia. Save my name, email, and website in this browser for the next time I comment. As for their cash balance, they have a huge pile of it. That’s normal as a user acquisition strategy, but ultimately what is going to be their attraction as they scale up take rates similar to what competitors are charging? At the end of it, I will also share my personal opinion on whether SE is a good stock buy. Any help would be really helpful. Their mobile-first strategy was touted to be an advantage initially because its competitors (mainly Lazada and I guess Tokopedia for their largest Indonesian market) started off with a focus on website.
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