Sea Limited: Decline In Market Share Likely To Hurt The Stock

seekingalpha2023-09-01

The recent earnings result shows that Sea Limited has lost its growth momentum in order to improve profitability.Sea Limited is losing market share due to intense competition from Alibaba’s Lazada in ...

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Comments

  • Timothylwong
    2023-09-02
    Timothylwong
    Rubbish post. Shopee is so much more user friendly than Lazada. Lazada is a disaster. But just to have such a long article just to compare this part of the business to make a judgement is bad. You didn't talk about other aspect of the business. Very shallow article
  • Adrian_sunn
    2023-09-01
    Adrian_sunn
    Completely disagree. 
  • SaravananR
    2023-09-01
    SaravananR
    wrong judgement  .. Shopee is bigger than lazada in terms of customer volume or revenue 
  • Success88
    2023-09-01
    Success88
    Sea lost the market share cos never give enough free shipping voucher. Recently I shop Lazada cos Lazada give free shipping. Understand. If sea give free shipping I will shop back again 
  • PaladinSir
    2023-09-01
    PaladinSir
    Wrong to compare Sea revenue growth with Alibaba international commerce revenue growth because Sea include Garena and SeaMoney. Shopee revenue growth was 28%. Considering it has twice the base , the growth is not bad and hard to say losing market share 
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