$Futu Holdings Ltd(FUTU.US$ Roast duck, add stock today
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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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$VanEck Semiconductor ETF(SMH.US$ Optimistic
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$Futu Holdings Ltd(FUTU.US$ Currently, the turnover rate is less than 2%. It is now part of the land price by land volume. Signs of bottoming out.
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$Futu Holdings Ltd(FUTU.US$ Today is a good time to add a position
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$UiPath(PATH.US$ When can I trade today?
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$SIA(C6L.SG$ 这个股票可以抛了,没什么肉了
这个股票有3:2 right issue. 现在的5.6相当于疫情前的9块钱了。
疫情没完全恢复,股价已经回到疫情前。疫情恢复遥遥无期。
另外新航现在巨大债务,基本面比疫情前差远了。
这个股票有3:2 right issue. 现在的5.6相当于疫情前的9块钱了。
疫情没完全恢复,股价已经回到疫情前。疫情恢复遥遥无期。
另外新航现在巨大债务,基本面比疫情前差远了。
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