sunshineboy
05-15

$Sea Ltd(SE)$ Too much cash was spent on logistics with the number of orders at historical high.

I hope the management shows more tack on economizing logistics cost, especially now that we've reached a relatively big scale.

Sales and marketing expense has also risen 2X y-o-y, but this is somewhat more tolerable.

Fix these two and earnings would not be as laggard as now.[LOL][LOL][LOL]

US Stocks Opportunities
Here are a theme that collects the best quality or your most bullish US stocks, Share your thoughts here!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
3