Sea In Focus As Indonesia E Commerce And Live Streams Shape Valuation

• Sea, listed as NYSE:SE, is playing a central role in Indonesia's fast expanding e-commerce market as live-stream shopping gains traction with local consumers.
• Recent developments in live video commerce are reshaping how shoppers discover and buy products on Sea's platform in Indonesia.
• Improvements in logistics and government backed infrastructure projects are helping support these shifts in online buying behavior.

Sea, trading at $124.78, sits at the crossroads of Indonesia's expanding e-commerce and the growing appeal of live-stream shopping. The stock shows mixed performance across time frames, with a 2.8% gain over the past week, a 5.9% return over 1 year, a very large 3 year return, and a 42.4% decline over 5 years. For investors watching NYSE:SE, Indonesia's traction with live-stream commerce adds another layer to the company story.

As live-stream shopping matures and logistics and infrastructure support deepen, Sea's position in Indonesia's online retail ecosystem could continue to change. For investors, the key questions are how effectively Sea captures engagement from live streams and how that activity relates to order volumes, user stickiness, and spending patterns over time.

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How Sea stacks up against its biggest competitors

Quick Assessment

• ✅ Price vs Analyst Target: At US$124.78, Sea trades below the US$190.04 analyst price target range midpoint.
• ✅ Simply Wall St Valuation: Simply Wall St views the shares as undervalued, trading at roughly 55% below its estimated fair value.
• ❌ Recent Momentum: The 30 day return is about a 1.2% decline, which signals soft short term momentum.

Check out Simply Wall St's in depth valuation analysis for Sea.

Key Considerations

• 📊 Indonesia's growing e commerce and live stream shopping trend puts more of Sea's growth story on engagement and conversion in that market.
• 📊 Watch user activity, order volumes from live streams, and how Sea's P/E of 52.08 compares with the 19.67 industry average over time.
• ⚠️ The key risk is that live stream traction or monetization in Indonesia does not line up with the higher valuation multiples investors are currently paying.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Sea analysis.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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