Sea Limited Sees Cohen Increase Reported Stake Point72/Steve Cohen filed a Form 13G on Apr 3, 2026 disclosing 23.9m ADS (3.1%) in Sea Limited, triggering a 4.8% intraday move and fresh institutional attention.

Sea Limited Sees Cohen Increase Reported Stake: Point72/Steve Cohen filed a Form 13G on Apr 3, 2026 disclosing 23.9m ADS (3.1%) in Sea Limited, triggering a 4.8% intraday move and fresh institutional attention. 👈 Read full analysis #SeaLimited #Point72 #SteveCohen #InvestmentNews #StockMarket

How #SE #SeaLimited Makes Money: Marketplace Monetization, Financial Services Scale, and a Reaccelerating Gaming Engine

Sea’s model is firing across all three pillars.

#SE #SeaLimited Revenue By Type

E-Commerce Revenue
➡️$4,294.8M rev (+34.9% YoY, 71.7% of Rev) 🟡
↗️Operating Margin (2.6%, +3.7 PPs YoY)

Digital Financial Revenue
➡️$989.9M rev (+60.8% YoY, 16.8% of Rev)
↘️Operating Margin (25.1%, -3.2 PPs YoY)

Digital Entertainment Revenue

How #SE #SeaLimited Makes Money: Profitable Growth With Discipline

Sea Limited pulled in nearly $6B in Q3 revenue, rising 38% year over year and 14% sequentially. Operating margin reached 8%, up over three points from last year, showing how tight execution and scale are feeding profitability.

Thoughts on #SeaLimited Earnings Report #SE:
🟢 Positive
• Revenue $5,986M (+38.3% YoY, +13.8% QoQ), beat by +6.4%; Adjusted EBITDA $874M (+68% YoY); Net income $375M
• Margin expansion: GM 43.4% (+0.4 pp), Operating margin 8.0% (+3.3 pp), OCF margin 31.4% (+2.2 pp), Net margin 6.3% (+2.7 pp)

#SeaLimited #SE Q3'25 Earnings Preview

Consensus Estimates:
Revenue $5,628M (+30.0% YoY)
EPS $0.96 (+300.0% YoY)

If $SE beat estimates by 5.7% (same as last quarter) Q3'25 Revenue Growth will be +37.5% YoY

Ryt Bank: Malaysia's first AI-powered digital bank officially launched to the public - SoyaCincau Ryt Bank has officially launched. With up to 4.00% p.a. interest, unlimited 1.2% cashback, separate virtual card number and Ryt PayLater up to RM1,499.

Ryt Bank: Malaysia’s first AI-powered digital bank officially launched to the public #digitalbank #digitallife #news #rytai #rytbank #rytbanklaunch #rytcard #rytpaylater #sealimited #ytldigitalbank

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Sea shares cut to neutral after strong outperformance Investing.com -- Bank of America downgraded Sea Limited (NYSE:SE) to Neutral from Buy in a note Friday. The bank highlighted the stock’s steep rally and balanced risk-reward profile following a sharp rebound. The firm maintained its price target for SE at $160, implying modest upside of about 9% from current levels. “We downgrade Sea to Neutral from Buy as we find risk-reward more balanced now after its strong outperformance,” BofA analysts wrote. Sea shares have surged 270% since January 2024, far outpacing the S&P 500 and Nasdaq, which are up 18% and 20%, respectively. While fundamentals remain solid across Sea’s e-commerce, gaming, and fintech segments, BofA sees limited upside in the near term. “We think that these numbers adequately factor Sea’s momentum and see limited material upside in the near-term – particularly in-light of a slowing macro,” the firm noted, referring to consensus estimates for 2025 and 2026. Sea’s core e-commerce platform Shopee is projected to grow revenue by 25% in 2025 and 19% in 2026, with margins improving modestly. Its gaming arm is expected to deliver 16% and 10% revenue growth in 2025 and 2026, respectively. The digital financial services unit, DFS (Monee), is projected to grow 29% and 24% over the same period. Key risks are said to include intensifying competition, particularly from TikTok, and the threat of aggressive expansion moves. BofA also flagged regional trade dynamics: “In a scenario China starts dumping more goods in SE Asia, then we see other Chinese platforms like Lazada, TikTok doing better than Shopee.” On valuation, BofA said that “at current levels, Sea’s valuations are not inexpensive,” citing a well-owned investor base and diminishing room for outperformance.

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Ryt Bank to offer 3% p.a. interest for Savings Account. Waiting list is now open #ai #apps #digitalbank #digitallife #featured #news #rytbank #sealimited #ytl #ytldigital #ytldigitalbank

Ryt Bank to offer 3% p.a. interest, waiting list now open Ryt Bank appears to be going live very soon with 3% p.a. interest rate for savings account that's paid daily. This is Malaysia's newest digital bank with AI.

Ryt Bank to offer 3% p.a. interest for Savings Account. Waiting list is now open #ai #digitalbank #digitallife #news #rytbank #sealimited #ytl #ytldigital #ytldigitalbank

Ryt Bank: Malaysia’s first AI-powered digital bank by YTL and Sea Limited #ai #aipowereddigitalbank #apps #digitalbank #digitallife #featured #news #rytbank #sealimited #ytl #ytldigital #ytldigitalbank

Ryt Bank: Malaysia's first AI Bank by YTL and Sea Limited Ryt Bank by YTL x Sea Limited is Malaysia's latest digital bank. It has a ChatGPT-style chatbot that aims to provide an AI-powered private banker experience.

Ryt Bank: Malaysia’s first AI-powered digital bank by YTL and Sea Limited #ai #aipowereddigitalbank #digitalbank #digitallife #news #rytbank #sealimited #ytl #ytldigital #ytldigitalbank