Sea Limited

SEleader

Sea Limited operates Southeast Asia's leading e-commerce (Shopee), digital finance (SeaMoney), and gaming (Garena/Free Fire) platforms. It is the largest tech company listed in Southeast Asia by market cap and has achieved profitability after years of investment.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($16.0B)

Статические данные (загрузка финансов…)

E-Commerce (Shopee) (55%)

Digital Financial Services (SeaMoney) (25%)

Digital Entertainment (Garena) (20%)

Структура сегментов и ключевые клиенты

Подробности продукта

Shopee (E-Commerce)55%

Southeast Asia and Taiwan's largest e-commerce platform by orders. Social commerce and livestream shopping focus.

SeaMoney (Digital Finance)25%

Digital payments, buy-now-pay-later, and digital banking across Southeast Asia.

Garena (Digital Entertainment)20%

Mobile game publishing platform — Free Fire is its flagship Battle Royale game with 600M+ registered users.

Связи цепочки поставок

Конкуренты

Amazon.com (AWS)

E-commerce in SE Asia

Влияние: Amazon less present, Lazada/TikTok competing

Макро- и рыночный контекст

소비재 (경기민감)Новости сектора

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Предстоящие катализаторы

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

AI-анализ

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Информация о компании

Штаб-квартира

Singapore

Основана

2009

Сотрудники

67,000

Веб-сайт

sea.com

Обзор сектора — 소비재 (경기민감)

Новости сектора