Singapore-based Sea Limited (SE) operates the Shopee e-commerce platform, the Monee digital financial services business and the Garena game studio, and its stock is down 25% this year. In Q2 2026, Shopee processed 4.2 billion orders worth $38.3 billion, with both figures up about 28% year over year. Monee had over 40 million active borrowers, up 34%, and its outstanding loans rose 62.5% to $11.1 billion. Sea's Q2 revenue reached $7.8 billion, up 48.1%, with adjusted EBITDA of $917.2 million, up 10.6%. The author views the price-to-sales ratio of 2.1 as below the three-year average of 3.3, and plans to buy if the stock falls further.
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