Sea Limited: Only At The Beginning Of The Recovery Story (NYSE:SE)

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Shopee, Lazada, Carousell, Tokopedia, Blibli, Bách Hóa XANH, Cho Tot, Tiki and Bukalapak app icons. Assorted online e-commerce companies in Asia

Robert Way

Sea Limited (NYSE:SE) recently reported a strong 1Q24 quarter, further supporting the thesis of a turnaround.

Specifically, we could be at the start of Free Fire returning to growth, helping drive profitable growth to Sea Limited.

Shopee’s competitive dynamics are



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