After navigating a difficult period of slowing growth and cost-cutting, Sea Limited has staged an impressive business comeback—but can it sustain the momentum and unlock its next phase of growth? In this roundtable, we take a closer look at Sea’s three core businesses (Garena in digital entertainment, Shopee in e-commerce and Monee in digital financial services) to assess their growth prospects and competitive positions. We also explore the opportunities ahead, the key risks investors should watch, and whether Sea’s current valuation offers an attractive entry point for long-term investors. All this and more in our latest episode!
00:00 Intro
01:03 Business
07:23 E-commerce
13:16 Fintech
16:49 Risks
25:27 SDR
26:24 Valuation
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