SEA

Maybank Investment Bank sees Sea's first quarter results reinforce its ability to sustain high growth while deepening structural advantages in e-commerce, logistics and digital finance.

Singapore technology giant Sea has achieved higher revenue and profit in the first quarter ended March 31, 2026, as its e-commerce arm Shopee delivered another record quarter.

Singapore-based technology firm Sea Limited announced Monday the establishment of an Artificial Intelligence Center of Excellence (AI CoE) in the country, with support from Digital Industry Singapore (DISG), a joint office by Singapore Economic Development Board, Enterprise Singapore, and Infocomm Media Development Authority.

AnyMind Group has entered into a strategic partnership with global communications platform Truecaller to manage advertising inventory across several markets in the Middle East, North Africa, and Southeast Asia, the companies announced.

Singapore-based tech giant Sea saw its revenue jump 36.4 percent year on year to $22.9 billion in 2025, with gross profit growing 42.2 percent year-on-year to $10.2 billion.

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 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 Investment Bank has foreseen competitive easing to supports Sea's margin improvement outlook.

Maybank Investment Bank said Monday that Sea's recent weakness has offered an attractive entry point to investors.

Maybank Investment Bank believes both Sea and Grab are prioritizing growth over the medium term, which may weigh on margin expansion.