$Sea Ltd(SE)$ as mentioned, I

2023-09-26

$Sea Ltd(SE)$ 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. The main draw from livestreaming is the low groupbuy price, people are savvy enough to search for the price of similarly products

Given Vietnam and Philippines testy relationship with China, I expect them to follow. Malaysia and Singapore may likely sit on the sidelines

As Shopee is not a social media company, it can still have livestreaming to promote and sell products on its platform, leading to direct transactions, so that means Shopee has a big competitive advantage for growth.

Modified in.2023-09-26

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