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<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2025-11-13 11:46</p>\n</div>\n</div>\n</h4>\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</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1861217088.USD","symbol_name":"貝萊德金融科技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. 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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"}}}