Shopee

BROKERS’ TAKE

Sea shares slump 16.5%; analysts deem drop an ‘overreaction’

Citi and Maybank Securities say the sell-off ignores company’s strategic logic

Sea’s growth in Q4 FY2025 comes on the back of higher contributions across its segments.

Sea Q4 earnings up 72.9% at US$410.9 million; targets 25% GMV growth in Shopee

For the full year, earnings surge to US$1.6 billion from US$447.8 million

The Sea-Google partnership builds on Sea's existing tie-ups with Google, such as the YouTube Shopping Affiliate Programme with Shopee, which runs in all its markets in South-east Asia, Taiwan and Brazil.

Sea and Google ink partnership to develop AI-powered tools

This involves all three of Sea’s business units – Garena, Shopee and Monee

Shopee’s office in Singapore

Shopee, Lazada are laying the ground for AI shopping agents. Is a brutal price war looming?

RELYING on artificial intelligence (AI) for gift selection this holiday season may be a stretch, but the e-commerce industry’s move towards AI shopping agents now looks inevitable as OpenAI, Perplexit...

Jason Bay, country head (Vietnam) of Sea (bottom left); Lai Viet Anh, deputy director general of iDEA (bottom right); G Jayakrishnan, executive director (South-east Asia) of Enterprise Singapore (top left); and Tran Phuoc Anh, Vietnam’s ambassador to Singapore (middle), at the MOU signing.

Shopee, Vietnam’s iDEA launch initiative to help small businesses go regional

The two-year initiative aims to accelerate digital transformation for Vietnamese businesses

Sea is expected to release its Q3 results in mid-November.

Garena could fire Sea towards US$1t market cap dream, but Shopee growth plans weigh on near-term sentiment

Reinvestments to support business expansion reflect its focus on revenue growth over profitability, analysts say

Sea has doubled down on AI, integrating the technology into its daily operations in areas such as customer service and gaming.

Sea CEO Forrest Li sees path to US$1 trillion market cap with help of AI

But the company is battling deep-pocketed global challengers, including TikTok Shop and Lazada

The growth in online spending is not limited to just electronics and accessories, where customers might be less fussed about how the product feels or fits.
HOCK LOCK SIEW

Amid rising rents in South-east Asia, brands could see a renaissance from e-commerce

Brands still currently lack penetration on e-commerce platforms across South-east Asia

Many sellers are sticking with Shopee, even though their margins are shrinking, sales volume continues to rise as Shopee reinvests fees into discounts and promotions that drive demand.

Niche players chasing Shopee could lure sellers – but they have to survive first

South-east Asia’s pool of niche marketplaces has always been narrow

Sea’s e-commerce arm Shopee has cemented its leadership in South-east Asia where more consumers are going online to buy anything from iPhones to daily groceries.

Sea overtakes DBS as South-east Asia’s most valuable company

Shares of the Internet company rise 1.1% in New York for a market capitalisation of US$111 billion