$Sea(SE.US$ 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
1
$Sea(SE.US$ 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...
4
2
$Sea(SE.US$ 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...
7
4
$Futu Holdings Ltd(FUTU.US$ 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.
2
$Sea(SE.US$ 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?)
2
$Futu Holdings Ltd(FUTU.US$ if Chinese investors are interested to use moomoo, they can just use VPN to register HK or Singapore account and transfer money to HK is easy. Eventually if China wants yuan to be world currency, capital flow restrictions will be relaxed and mainland investors can invest in overseas markets
3
10
$Futu Holdings Ltd(FUTU.US$ once CCP or state owned investment funds buy enough of Futu shares, it will announce that it will issue license to Futu. This is the trick.
No chinese customer acquisition means no Chinese employees needed since no activities need to run for chinese customers, then Futu might as well register as US or Singapore company. Would China want that? This means shrink China operations and expand international operations, in the end, it means loss for China as it means less jobs...
No chinese customer acquisition means no Chinese employees needed since no activities need to run for chinese customers, then Futu might as well register as US or Singapore company. Would China want that? This means shrink China operations and expand international operations, in the end, it means loss for China as it means less jobs...
9
3
$Futu Holdings Ltd(FUTU.US$ did Futu apply but not granted license or Futu did not apply? Did china government invite Futu to apply for license or it is happy with the number of licenses issued and wish to offer protection to these state owned banks and financial institutions because it fear they cannot compete against Futu? So after receiving licensing fees, it wishes to stop clients from using non license brokerage? Or is it because Futu and Tiger are liste...
5
5
$Futu Holdings Ltd(FUTU.US$ the interesting thing is all these high volume trades, ie closing out trades, shorting, actually helps a brokerage like Futu to earn more revenue unless the person quits the stock market or chooses another platform.
not sure if Futu will list in HK as primary and delist in US, its headquartered in HK anyway and HK trying to loosen restrictions for listings, should not be an issue for profitable Futu.
not sure if Futu will list in HK as primary and delist in US, its headquartered in HK anyway and HK trying to loosen restrictions for listings, should not be an issue for profitable Futu.
$Contemporary Amperex Technology(300750.SZ$ how to buy this stock? any ETF has it?
1
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)