Sea Ltd ADR

SE: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Sea: Competition Remains Rational and Manageable; Shares Are Cheap

Chelsey Tam

Feb 16, 2026

J&T Express, a main logistics provider for Sea e-commerce's peers, reported a 74% surge in parcel volume in Southeast Asia in the fourth quarter. Much of the growth was driven by TikTok Shop. Consultancy firm Momentum Works projects that TikTok will rival Shopee in parcel volume by 2026.

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Sea Ltd ADR

Sea: Competition Remains Rational and Manageable; Shares Are Cheap

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