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Sea Limited’s Rally Isn’t Over And Here's Why
Sea Limited Is No Longer a Speculative Bet — It’s an Execution Machine
George Babis
July 09, 2025
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At the start of 2024, Sea Limited $SE ( ▼ 2.19% ) traded at just over $40 — a level that was previously seen in the past decade. It was a misunderstood name back then, overlooked by investors still reeling from the tech unwinding of 2022 and hesitant to bet on Southeast Asia’s recovery. But by year-end, the stock had surged past $100, driven by operating momentum across its e-commerce, fintech, and gaming businesses.
Fast-forward to mid-2025, and Sea has tacked on another 50%, and a recent mini dip might be the opportunity investors waited for, with the stock down about 13% from recent highs.
Despite the eye-popping return, Sea’s latest quarterly performance suggests the rally still has room to run. With real operating leverage, margin expansion, and improving monetization in every vertical, it seems like Sea is building something great and can reward investors over the long run. The stock is still reasonably valued, making the current dip an attractive buying opportunity. Let’s break down why.
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George Babis
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