Maybank Investment Bank expects growth for Sea Ltd. The Shopee, Garena, and Monee divisions beat Q1 revenue expectations.
Maybank released an analysis on May 14, 2026. This report highlights Shopee's 30% GMV growth. It also notes resilient margins. Rising commission rates on Shopee and TikTok Shop indicate rational competition.
SEC filings on May 14 revealed stock sales by top executives. The COO, Chief Product Officer, and Chief Compliance Officer sold shares. Executives executed Rule 10b5-1 trading plans. Transactions occurred on May 12 and 13. These sales represent a small portion of total holdings. They follow a pattern of recent insider disposals.