$Sea Ltd(SE)$ I don't think WE

2023-10-13

$Sea Ltd(SE)$ I don't think WE need to worry too much, mainly for two reasons:

TikTok will certainly get approval to launch an e-commerce app in Indonesia, but TikTok has launched standalone e-commerce apps in China and Europe before, and they failed quickly. This is because the e-commerce conversion rate within TikTok is very high, but once users leave TikTok and enter a new app, the conversion rate drops rapidly. And its biggest advantage compared to Shopee and Tokopedia would disappear.

Mobile memory is generally small in Southeast Asia, jumping to external apps easily causes lag, which makes jumping more difficult in Southeast Asia compared to Europe and China.

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Comments

jethro
02-04
jethro
yes totally agree

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This is because the e-commerce conversion rate within TikTok is very high, but once users leave TikTok and enter a new app, the conversion rate drops rapidly. And its biggest advantage compared to Shopee and Tokopedia would disappear.Mobile memory is generally small in Southeast Asia, jumping to external apps easily causes lag, which makes jumping more difficult in Southeast Asia compared to Europe and China.<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/8ce72d63da8fa2433d7d6205a725335e\" tg-width=\"679\" tg-height=\"399\">Image</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"SE\" class=\"teditor-mention\" data-mention-name=\"Sea Ltd\" href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> <v-v data-views=\"1\"></v-v>I don't think WE need to worry too much, mainly for two reasons:TikTok will certainly get approval to launch an e-commerce app in Indonesia, but TikTok has launched standalone e-commerce apps in China and Europe before, and they failed quickly. This is because the e-commerce conversion rate within TikTok is very high, but once users leave TikTok and enter a new app, the conversion rate drops rapidly. And its biggest advantage compared to Shopee and Tokopedia would disappear.Mobile memory is generally small in Southeast Asia, jumping to external apps easily causes lag, which makes jumping more difficult in Southeast Asia compared to Europe and China.<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/8ce72d63da8fa2433d7d6205a725335e\" tg-width=\"679\" tg-height=\"399\">Image</body></html>","text":"$Sea Ltd(SE)$ I don't think WE need to worry too much, mainly for two reasons: TikTok will certainly get approval to launch an e-commerce app in Indonesia, but TikTok has launched standalone e-commerce apps in China and Europe before, and they failed quickly. This is because the e-commerce conversion rate within TikTok is very high, but once users leave TikTok and enter a new app, the conversion rate drops rapidly. And its biggest advantage compared to Shopee and Tokopedia would disappear. Mobile memory is generally small in Southeast Asia, jumping to external apps easily causes lag, which makes jumping more difficult in Southeast Asia compared to Europe and China. 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