$SE: The Amazon of Southeast Asia Is On Sale Again

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As U.S. large-cap growth stocks continue to dominate returns into year-end, portfolio concentration risk has become harder to ignore. After several years of outperformance from mega-cap tech, the setup for 2026 looks different. For the first time in a long time, investors are being rewarded for looking beyond America’s borders and beyond the trillion-dollar club. Rotating capital into small- and mid-cap opportunities and international growth stories with improving fundamentals and discounted valuations sounds like a smart investment move in the current environment.

One of the most compelling opportunities in that rotation is Sea Limited $SE ( ▼ 2.24% ) . Often referred to as the Amazon $AMZN ( ▲ 1.7% ) of Southeast Asia, Sea operates with scale, brand familiarity, and ecosystem depth that few global e-commerce platforms have achieved. The stock has retreated over 30% from its September highs above $190, erasing much of the year’s advance and placing the company firmly back into bear-market territory. For long-term investors, that reset offers a second chance to re-evaluate the opportunity with a cooler head and a more attractive entry price.

While the share price has pulled back, the business has not. Shopee continues to scale, Garena is re-accelerating, SeaMoney is expanding, and profitability is improving across all three segments. With a long runway across Southeast Asia and early traction in Brazil, the recent selloff looks more like a reset in sentiment than a change in fundamentals. Let’s take a deeper look.

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