Sea Ltd. Likely to Drive Long Term Growth Through Shopee, Monee -- Market Talk

Dow Jones

2025/11/13

0346 GMT - Sea Ltd., powered by its Shopee and Monee businesses, offers significant long-term growth potential, Morningstar analyst Chelsey Tam says in a note. She highlights Shopee, Sea's e-commerce platform, as having substantial growth runway across its operating markets. Tam expects its monetization rate to rise to 14% by 2034 from 13% in 3Q 2025, driven by wider adoption of advertising tools and improved AI-powered ad performance. Sea's fintech arm, Monee, is also poised to expand by growing its user base and increasing loan amounts per customer while maintaining disciplined credit risk management. Tam projects Sea's revenue and core EBIT CAGR of 16% and 41%, respectively, over the next decade. Morningstar maintains a $198 fair value estimate, noting the stock is undervalued. The ADRs closed at $143.35.(jason.chau@wsj.com)

(END) Dow Jones Newswires

November 12, 2025 22:46 ET (03:46 GMT)

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Likely to Drive Long Term Growth Through Shopee, Monee -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0346 GMT - Sea Ltd., powered by its Shopee and Monee businesses, offers significant long-term growth potential, Morningstar analyst Chelsey Tam says in a note. She highlights Shopee, Sea's e-commerce platform, as having substantial growth runway across its operating markets. Tam expects its monetization rate to rise to 14% by 2034 from 13% in 3Q 2025, driven by wider adoption of advertising tools and improved AI-powered ad performance. Sea's fintech arm, Monee, is also poised to expand by growing its user base and increasing loan amounts per customer while maintaining disciplined credit risk management. Tam projects Sea's revenue and core EBIT CAGR of 16% and 41%, respectively, over the next decade. Morningstar maintains a $198 fair value estimate, noting the stock is undervalued. The ADRs closed at $143.35.(jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 12, 2025 22:46 ET (03:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd. 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Likely to Drive Long Term Growth Through Shopee, Monee -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-13 11:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0346 GMT - Sea Ltd., powered by its Shopee and Monee businesses, offers significant long-term growth potential, Morningstar analyst Chelsey Tam says in a note. She highlights Shopee, Sea's e-commerce platform, as having substantial growth runway across its operating markets. Tam expects its monetization rate to rise to 14% by 2034 from 13% in 3Q 2025, driven by wider adoption of advertising tools and improved AI-powered ad performance. Sea's fintech arm, Monee, is also poised to expand by growing its user base and increasing loan amounts per customer while maintaining disciplined credit risk management. Tam projects Sea's revenue and core EBIT CAGR of 16% and 41%, respectively, over the next decade. Morningstar maintains a $198 fair value estimate, noting the stock is undervalued. The ADRs closed at $143.35.(jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 12, 2025 22:46 ET (03:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1861217088.USD","symbol_name":"贝莱德金融科技A2","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2583531368","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2583531368","pubTimestamp":1763005560,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0346 GMT - Sea Ltd., powered by its Shopee and Monee businesses, offers significant long-term growth potential, Morningstar analyst Chelsey Tam says in a note. She highlights Shopee, Sea's e-commerce platform, as having substantial growth runway across its operating markets. Tam expects its monetization rate to rise to 14% by 2034 from 13% in 3Q 2025, driven by wider adoption of advertising tools and improved AI-powered ad performance. Sea's fintech arm, Monee, is also poised to expand by growing its user base and increasing loan amounts per customer while maintaining disciplined credit risk management. Tam projects Sea's revenue and core EBIT CAGR of 16% and 41%, respectively, over the next decade. Morningstar maintains a $198 fair value estimate, noting the stock is undervalued. The ADRs closed at $143.35.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1861217088.USD":"贝莱德金融科技A2","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","SG9999013478.USD":"利安新加坡股息基金","BK4535":"淡马锡持仓","BK4085":"互动家庭娱乐","SG9999002406.SGD":"利安新加坡信托基金","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0261945553.USD":"FIDELITY ASEAN \"A\" ACC","BK4588":"碎股","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","SG9999002620.SGD":"LionGlobal South East Asia SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2008162690.USD":"FIDELITY FUNDS - ASIA PACIFIC OPPORTUNITIES \"A\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0251143029.SGD":"Fidelity ASEAN A-SGD","BK4220":"综合零售","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","BK4554":"元宇宙及AR概念","LU2125910849.SGD":"Natixis WCM Global Emerging Markets Equity R/A SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SE":"Sea Ltd","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","BK4566":"资本集团","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD"},"translate_title":"Sea Ltd.可能通过Shopee、Monee推动长期增长——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SE":1.5},"content_text":"0346 GMT - Sea Ltd., powered by its Shopee and Monee businesses, offers significant long-term growth potential, Morningstar analyst Chelsey Tam says in a note. She highlights Shopee, Sea's e-commerce platform, as having substantial growth runway across its operating markets. Tam expects its monetization rate to rise to 14% by 2034 from 13% in 3Q 2025, driven by wider adoption of advertising tools and improved AI-powered ad performance. Sea's fintech arm, Monee, is also poised to expand by growing its user base and increasing loan amounts per customer while maintaining disciplined credit risk management. Tam projects Sea's revenue and core EBIT CAGR of 16% and 41%, respectively, over the next decade. Morningstar maintains a $198 fair value estimate, noting the stock is undervalued. The ADRs closed at $143.35.(jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 12, 2025 22:46 ET (03:46 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}