$SE

3 theses

bullish 33%neutral 0%bearish 67%

Avg return (1w)

+3.8%

Win rate (1w)

33% (3 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 18, 4:30 PM ET

$SESEC Form 4bearish

KUOK Khoon Hua · Sea Ltd · 45d agono track record yet

Sold 17,395 @ $116.03 avg · $2,018,306 · 2026-08-18

Form 4: KUOK Khoon Hua sold SE

KUOK Khoon Hua (Director at Sea Ltd) reported an open-market sale of 17,395 shares of SE at an average $116.03, roughly $2,018,306, in a Form 4 filed 2026-08-20.

At post $117.24Now $101.79-13.2% since postedas of Sep 18, 4:30 PM ET

1d+0.2%

3d+0.2%

1w+0.9%

1m-13.2%

3m—

6m—

1y—

View filing on SEC.gov →

$SESEC Form 4bearish

Heng Chen Seng · Sea Ltd · 47d agono track record yet

Sold 20,000 @ $122.31 avg · $2,446,165 · 2026-08-14

Form 4: Heng Chen Seng sold SE

Heng Chen Seng (Director at Sea Ltd) reported an open-market sale of 20,000 shares of SE at an average $122.31, roughly $2,446,165, in a Form 4 filed 2026-08-18.

At post $116.26Now $101.79-12.4% since postedas of Sep 18, 4:30 PM ET

1d+2.4%

3d+1.1%

1w+6.0%

1m-12.9%

3m—

6m—

1y—

View filing on SEC.gov →

$SEr/ValueInvestingStock Analysisbullish

u/miguel_equivara · 66d ago3 prior · awaiting results

Sea Limited is the MercadoLibre of Southeast Asia: same marketplace plus fintech, all three businesses already profitable but its trading roughly half MELI's multiple and 40% down its high

Sea Limited operates a profitable three-part business model (marketplace, fintech, gaming) similar to MercadoLibre in Southeast Asia. Trading at 11x forward EV/EBITDA and a 0.4 PEG—roughly half MELI's valuation—despite strong fundamentals: profitability, 47% revenue growth, and positive FCF of $4.4B.

At post $106.24Now $101.79-4.2% since postedas of Sep 18, 4:30 PM ET

1d+0.5%

3d+0.5%

1w+4.5%

1m+12.3%

3m—

6m—

1y—

original post →

End of results.