$Sea Ltd(SE)$ TikTok spends 80

2023-12-11

$Sea Ltd(SE)$ TikTok spends 800 plus million to buy 75% stake in Tokopedia, so Tokopedia only worth 1.1B? Tokopedia is still operating cash flow negative, it probably running out cash soon to need that 1.5B injection from Tik Tok. Shopee is operating cash flow positive, with 3.2B in cash, so see if it can maintain market share while still being operating cash flow positive.

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Comments

Lionel8383
2023-12-14
Lionel8383
But Sea is free cash flow negative, and has no economic moat. Hence its future cash flows are hard to predict.
Cogaimuahe
2023-12-11
Cogaimuahe
Agree, I suspect the reliability of the news as well. Perhaps it’s time to leverage down
PaladinSir
2023-12-11
PaladinSir
Just to add, SE also has 2.8B of short term investments, likely bonds like Treasury bonds etc

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Shopee is operating cash flow positive, with 3.2B in cash, so see if it can maintain market share while still being operating cash flow positive.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a>TikTok spends 800 plus million to buy 75% stake in Tokopedia, so Tokopedia only worth 1.1B? Tokopedia is still operating cash flow negative, it probably running out cash soon to need that 1.5B injection from Tik Tok. Shopee is operating cash flow positive, with 3.2B in cash, so see if it can maintain market share while still being operating cash flow positive.</body></html>","text":"$Sea Ltd(SE)$ TikTok spends 800 plus million to buy 75% stake in Tokopedia, so Tokopedia only worth 1.1B? Tokopedia is still operating cash flow negative, it probably running out cash soon to need that 1.5B injection from Tik Tok. Shopee is operating cash flow positive, with 3.2B in cash, so see if it can maintain market share while still being operating cash flow positive.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/251062835568880","repostId":0,"isVote":1,"tweetType":1,"viewCount":1717,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SE"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":313,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":251803339886712,"commentId":"251803339886712","gmtCreate":1702518848671,"gmtModify":1702518861254,"authorId":4113824102564902,"author":{"id":4113824102564902,"idStr":"4113824102564902","authorId":4113824102564902,"name":"Lionel8383","avatar":"https://community-static.tradeup.com/news/816b168172cfedf6cec338c52322f186","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.04","exceedPercentage":"93.42%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":251062835568880,"objectIdStr":"251062835568880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"But Sea is free cash flow negative, and has no economic moat. Hence its future cash flows are hard to predict. ","text":"But Sea is free cash flow negative, and has no economic moat. Hence its future cash flows are hard to predict. ","html":"But Sea is free cash flow negative, and has no economic moat. Hence its future cash flows are hard to predict. ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":251084108656744,"commentId":"251084108656744","gmtCreate":1702308018443,"gmtModify":1702308025515,"authorId":3576576632361639,"author":{"id":3576576632361639,"idStr":"3576576632361639","authorId":3576576632361639,"name":"Cogaimuahe","avatar":"https://static.tigerbbs.com/1586586b5313c2ebe02258c1df3cbe40","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":251062835568880,"objectIdStr":"251062835568880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Agree, I suspect the reliability of the news as well. Perhaps it’s time to leverage down","text":"Agree, I suspect the reliability of the news as well. Perhaps it’s time to leverage down","html":"Agree, I suspect the reliability of the news as well. Perhaps it’s time to leverage down","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":251063188373592,"commentId":"251063188373592","gmtCreate":1702302910226,"gmtModify":1702302917395,"authorId":3569713264180526,"author":{"id":3569713264180526,"idStr":"3569713264180526","authorId":3569713264180526,"name":"PaladinSir","avatar":"https://static.tigerbbs.com/cab8fd813c652abf36d2c5f621d1fcaa","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":251062835568880,"objectIdStr":"251062835568880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Just to add, SE also has 2.8B of short term investments, likely bonds like Treasury bonds etc","text":"Just to add, SE also has 2.8B of short term investments, likely bonds like Treasury bonds etc","html":"Just to add, SE also has 2.8B of short term investments, likely bonds like Treasury bonds etc","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/251062835568880"}