$Sea Ltd(SE)$
I'm cautious about $Sea Ltd(SE)$ 's long-term prospects due to its heavy reliance on gaming revenue, especially from a single title like Free Fire. While Garena's success has been remarkable, the gaming industry is highly competitive and subject to rapid changes in consumer preferences. Moreover, the e-commerce segment, although promising, faces stiff competition from established players like Alibaba and Amazon in the Southeast Asian market. Without diversification and sustainable growth strategies, Sea Limited may struggle to maintain its current momentum and face challenges in the future. đđ¤
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