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Hi, mooers!![]()
On March 20, the Federal Reserve stuck to its current interest rates, triggering a surge that sent US stocks and gold to new heights. Their dot plot still shows three rate cuts this year, and Powell hinted that a reduction in the Fed's balance sheet could be coming soon. Find out more>>
What's more, the chance of a rate cut in June, according to federal funds rate futures, has jumped to about 70% from 50% earlier in the we...
On March 20, the Federal Reserve stuck to its current interest rates, triggering a surge that sent US stocks and gold to new heights. Their dot plot still shows three rate cuts this year, and Powell hinted that a reduction in the Fed's balance sheet could be coming soon. Find out more>>
What's more, the chance of a rate cut in June, according to federal funds rate futures, has jumped to about 70% from 50% earlier in the we...
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$Sea(SE.US$ SEA's market position has far surpassed that of JD and Pinduoduo, and if it doubles, it will surpass Tencent, the majority shareholder of Ali and SEA.
However, PDD's GMV is 20 times that of Sea. The number of SEA users is also combined with various advertising subsidies. The number of people is quite small, and the per capita consumption is extremely low. E-commerce is more than just counting people; it also depends on purchasing power. For example, Wang Sicong and I are all alone in e-commerce statistics, but Wang Si's purchasing power exceeds 10,000 me.
SEA MONEY was dubbed Alipay; there was no end to this bullfight. Sea has obtained a payment license in Singapore, but there are no sea money application scenarios in Singapore at all. Singapore is a world of PayPal, Grab Pay, and PayNow QR codes. I've never seen any Sea Money. When you buy something at Shopee, first transfer the bank money to Sea Money, then use Sea Money to pay. All shopping transactions are counted as Sea Money transactions. Can statistics still be played like this? Isn't this a scam?
There's no denying that SEA is a strong company, but the current valuation is a bit high. If they haven't achieved the corresponding results, they are being blamed for heaven. If the stock price rises, it blows; if it falls, step down?
Also, the e-commerce moat isn't deep, and customer stickiness isn't enough. Shopee only opens the way first; it's unknown whether other competitors will come up in the future. Look at Ali, who was burdened by JD PDD.
SEA has serious policy risks in Taiwan. SEA MONEY has been suspended in Taiwan. Because the Taiwanese authorities say Tencent is the majority shareholder of SEA. Whether Taiwan will take action against SEA in the future because of the management's background in mainland management, is unknown! Sea also has serious policy risks in India. India has blocked all major Chinese apps because of Sea's background...
However, PDD's GMV is 20 times that of Sea. The number of SEA users is also combined with various advertising subsidies. The number of people is quite small, and the per capita consumption is extremely low. E-commerce is more than just counting people; it also depends on purchasing power. For example, Wang Sicong and I are all alone in e-commerce statistics, but Wang Si's purchasing power exceeds 10,000 me.
SEA MONEY was dubbed Alipay; there was no end to this bullfight. Sea has obtained a payment license in Singapore, but there are no sea money application scenarios in Singapore at all. Singapore is a world of PayPal, Grab Pay, and PayNow QR codes. I've never seen any Sea Money. When you buy something at Shopee, first transfer the bank money to Sea Money, then use Sea Money to pay. All shopping transactions are counted as Sea Money transactions. Can statistics still be played like this? Isn't this a scam?
There's no denying that SEA is a strong company, but the current valuation is a bit high. If they haven't achieved the corresponding results, they are being blamed for heaven. If the stock price rises, it blows; if it falls, step down?
Also, the e-commerce moat isn't deep, and customer stickiness isn't enough. Shopee only opens the way first; it's unknown whether other competitors will come up in the future. Look at Ali, who was burdened by JD PDD.
SEA has serious policy risks in Taiwan. SEA MONEY has been suspended in Taiwan. Because the Taiwanese authorities say Tencent is the majority shareholder of SEA. Whether Taiwan will take action against SEA in the future because of the management's background in mainland management, is unknown! Sea also has serious policy risks in India. India has blocked all major Chinese apps because of Sea's background...
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就是爱说
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就是爱说
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$KraneShares CSI China Internet ETF(KWEB.US$ m new here, any idea why it’s down today?
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$VanEck Semiconductor ETF(SMH.US$ Optimistic
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$Futu Holdings Ltd(FUTU.US$ 现在换手率还不到2%。现在属于地量地价。见底征兆。
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$Futu Holdings Ltd(FUTU.US$ Today is a good time to add a position
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就是爱说 mr_cashcow: Interest on buying US Treasury bonds requires the US government to pay 30% tax. If the annualization is 5%, this is equivalent to only 3.5%.
就是爱说 : Interest earned on buying US Treasury bonds is taxed at 30% to the US government. An annualized 5% is equivalent to only 3.5%.