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$SE NEWSLETTER OUT NOW 
Leading mobile game developer & publisher
NUMBER ONE e-Commerce in SOUTHEAST ASIA
Soon-to-be LEADING banking player
How large is the RUNWAY for $SE Read it HERE
https://getbenchmark.substack.com/p/sea-limiteds-world-conquest-
$SE in short 
Sea Limited earned the rights to publish the massively successful Free Fire game in Southeast Asia
These games have a loyal user base and continue to generate considerable revenues in 2020 as Garena is launching new hits such as Call of Duty Mobile
Sea Limited earned the rights to publish the massively successful Free Fire game in Southeast Asia
These games have a loyal user base and continue to generate considerable revenues in 2020 as Garena is launching new hits such as Call of Duty Mobile
Sea Limited it taking advantage of generational shift in retail and payments by setting up its own e-commerce platform and payments solutions
Shopee became the leading e-commerce player in every major market in Southeast Asia and it is rapidly expanding in Brazil
Shopee became the leading e-commerce player in every major market in Southeast Asia and it is rapidly expanding in Brazil
Sea Limited is turning itself into a bank and was awarded a digital banking license in Singapore. It also acquired an Indonesian Bank
The group has shown it can fight for number one in every market it enters and is ideally placed in rapidly growing segments
The group has shown it can fight for number one in every market it enters and is ideally placed in rapidly growing segments
The Pitch 
It is generating the cash it requires to fund its e-commerce and fintech expansion
Exposing itself to fast growing markets, driven by strong underlying fundamentals as the rising smartphone penetration, increase in wealth levels and the advent of e-commerce
It is generating the cash it requires to fund its e-commerce and fintech expansion Exposing itself to fast growing markets, driven by strong underlying fundamentals as the rising smartphone penetration, increase in wealth levels and the advent of e-commerce
It managed to gain the leading position in the e-commerce segment in Southeast Asia and is now replicating this in LATAM with a recent entry into Brazil
Using its large gaming and retail customer base, it is expanding into digital services and providing fintech solutions
We have a stake in $SE
We will increase if it manages to meaningfully enter the digital payments landscape in Southeast Asia and successfully enter the broader LATAM market all while sustaining its leading position in the gaming market
We will increase if it manages to meaningfully enter the digital payments landscape in Southeast Asia and successfully enter the broader LATAM market all while sustaining its leading position in the gaming market
We will cut if it fails to sustain its leading position in the gaming market or if it fails to take a considerable portion of the LATAM e-commerce marketDon’t MISS anything
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