Sea Limited (NYSE:HE) is one of the Jim Cramer’s actions put in the spotlight. During the lightning round, a caller asked what Cramer thought about the stock and he responded:
“You know, look, it’s IT in an uncertain way with a… 40 PE. Sorry, I don’t share your enthusiasm for that stock.”
Photo by Adam Nowakowski on Unsplash
Sea Limited (NYSE:SE) offers digital platforms for e-commerce, online gaming and financial services, including mobile wallets, credit, insurance and payment solutions. Lakehouse Capital stated the following regarding Sea Limited (NYSE:SE) in its Q2 2025 investor letter:
“Southeast Asia’s leading e-commerce platform Sea Limited (NYSE:SE) was our biggest contributor during the year as the company achieved an impressive combination of accelerating growth and improving profitability. At a group level, revenue rose 30% year-on-year to $17.9 billion and operating income saw a significant swing from a loss of $38.8 million to a profit of $875.2 million. Its leading trading platform e-commerce, Shopee, emerged stronger after a period of elevated marketing investment, driving higher order volumes, improved acceptance rates and accelerated revenue growth. Notably, regulatory pressures in Indonesia have eased and competition across the region has moderated, with its peers now taking a more rational approach to taking rates, paving the way for a more favorable industry structure in the future.
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