SEA
Maybank sees Sea’s Monee well positioned to benefit from AI-driven payment
Despite the artificial intelligence (AI)-related Shopee uncertainties, Maybank Investment Bank sees Monee well positioned to benefit from AI-driven payments while also capturing a portion of Shopee’s monetization upside.
Sea and Google deepen partnership to deliver AI-powered innovations for consumers globally
Sea Limited, a Singapore-based technology company founded in Singapore, announced Thursday an expanded strategic partnership with Google to advance the development of artificial intelligence (AI)-powered innovations that can serve users across Sea’s core business lines of digital entertainment, e-commerce, and digital financial services.
Maybank foresees competitive easing to support Sea’s margin improvement outlook
Maybank Investment Bank has foreseen competitive easing to supports Sea's margin improvement outlook.
Maybank views Sea’s recent pullback as an attractive entry opportunity
Maybank Investment Bank said Monday that Sea's recent weakness has offered an attractive entry point to investors.
Sea, Grab’s medium-term growth focus may weigh on margin expansion – Maybank
Maybank Investment Bank believes both Sea and Grab are prioritizing growth over the medium term, which may weigh on margin expansion.
Maybank raises Sea’s EBITDA estimates by 2 to 3 percent for FY25–27
Factoring in Sea Limited's third quarter results, Maybank Investment Bank has raised the Singapore tech giant’s adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) estimates by 2 percent to 3 percent for FY25 to FY27.
Sea’s revenue jumps 38.3 percent on year in third quarter
Sea Limited, the Singapore-based tech giant, announced Monday its revenue soar 38.3 percent year on year to $6 billion in the third quarter, underpinned by growths across all sectors.
Maybank lowers Sea’s earnings on softer margin
Maybank Investment Bank has lowered 2025 to 2027 estimated earnings for Singapore-based technology firm Sea by 8 percent to 24 percent on softer margin assumptions across key segments.
Maybank sees minimal impact from Sea’s Shopee seller commission raise
Maybank Investment Bank said Friday that it sees minimal pushback from the second round of seller commission raise from Sea's e-commerce arm Shopee.
Maybank raises Sea’s revenue and adjusted EBITDA estimates
Maybank Investment Bank has raised Sea's full year revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) estimates by 3 percent to 6 percent.
