$Sea(SE.US$ there are a lot of ways to monetise this, e.g sell search terms to sellers to enhance search results and placings, encourage factories in Southeast asia to sell to other countries, ie cross border by helping with international shipping, setup wholesale service to allow brands to buy bulk from factories in SEA and brazil, etc
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paladinsir
commented on
$Sea(SE.US$
Lets rationalize this drop, indeed growth while not maintaining positive earning is bad, but what you would have done differently if u have 7.9B cash sitting in ur bank while you have business that can still grow?
Though many person dont understand the marketing expenses that they did, but investor should be aware that shopee target market is mid to low income class citizen (300-400 usd per month income), this particular target market is easil...
Lets rationalize this drop, indeed growth while not maintaining positive earning is bad, but what you would have done differently if u have 7.9B cash sitting in ur bank while you have business that can still grow?
Though many person dont understand the marketing expenses that they did, but investor should be aware that shopee target market is mid to low income class citizen (300-400 usd per month income), this particular target market is easil...
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paladinsir
voted
$Sea(SE.US$ is releasing its Q3 2023 earnings on November 14 before the bell. ![]()
How will the market react to the company's quarterly results? Vote your answer to participate!
Rewards
● An equal share of 1,000 points: For mooers who correctly guess the price range of $Sea(SE.US$'s closing price at 16:00 PM ET November 14 (e.g., If 50 mooers make a correct guess, each of them will get 20 points.)
(Vote will close at 12:00...
How will the market react to the company's quarterly results? Vote your answer to participate!
Rewards
● An equal share of 1,000 points: For mooers who correctly guess the price range of $Sea(SE.US$'s closing price at 16:00 PM ET November 14 (e.g., If 50 mooers make a correct guess, each of them will get 20 points.)
(Vote will close at 12:00...
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15
paladinsir
liked and commented on
$Sea(SE.US$ fucking clown feast that throw money on shitty tv ads with shitty tune should have get exclusive bundle deal with retailers...
they should fire the entire marketing team
they should fire the entire marketing team
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$Sea(SE.US$ e-commerce license alone cannot do great business, it is a complex business. still need to get payments and logistics sorted out. Thats why the most successful livestreamers in China uses Alibaba and not WeChat or bilibili. Even bilibili livestreamers use taobao links to buy. Many Southeast Asia's netizens do not have credit cards and logistics prices depends on scale. Shopee has SeaMoney and logistics headstart of at least a few years. For payment, you also need a license. Singapor...
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paladinsir
commented on
$Sea(SE.US$ as mentioned, I was optimistic on Sea and didn't think well of Tik Tok shop because Tik Tok shop mainly sell China made products directly at predatory pricing while Shopee has many local resellers and local made products sold by shops who cannot afford to have their own website selling their items. just to give an example, a Singaporean can buy a batik shirt made in Jakarta.
Given Vietnam and Philippines testy relationship with China, I expect them to follow. Malaysia and Singapore...
Given Vietnam and Philippines testy relationship with China, I expect them to follow. Malaysia and Singapore...
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$Futu Holdings Ltd(FUTU.US$ I hope after Canada, Futu expands to Taiwan, South Korea, UK and Switzerland. these are the places with many millionaires.
Then New Zealand, India, Indonesia, Brazil and Germany.
keep growing.
Then New Zealand, India, Indonesia, Brazil and Germany.
keep growing.
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paladinsir
commented on
SE has 3 main businesses - ecommerce, gaming and digital finances. All 3 don’t seem to have strong economic moats.
Maybe that is why the stocks is struggling.
$Sea(SE.US$
Maybe that is why the stocks is struggling.
$Sea(SE.US$
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$Sea(SE.US$ I think the main question is whether SE can generate enough operating cash to fund investments because in the last quarter, it has net gain of 500M cash. this means 2B cash a year
it's competitors increased investments, so it is also increasing investments to protect market share. if investment= 2B cash, then it is self sustainable whereas the rest will have to take investments from parents (capital outflows from China?)
it's competitors increased investments, so it is also increasing investments to protect market share. if investment= 2B cash, then it is self sustainable whereas the rest will have to take investments from parents (capital outflows from China?)
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