PigsCanFly
2021-01-22

$Sea Ltd(SE)$is big in Indonesia where I'm from. They have just recently purchased a small bank due to government regulation for FinTech firms. They will sure go big for mobile payment and PayLater. Bullish on Shopee

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

  • stonedtrader
    2021-01-26
    stonedtrader
    跨国的监管是很麻烦的事情。与其期待sea不如期待今年ipo的grab
    • PigsCanFlyReplystonedtrader
      我也是在等grab IPO。但是老实来说我不喜欢grab的Customer service。
    • stonedtraderReplyPigsCanFly
      确实。他们的deliver 送餐时 不送上楼。语言的翻译也没做好 这对于跨国企业来说有点不太好。but sea的价格已经很高了。jd的估值才2000亿 sea的服务人群的人均贡献低于jd 人均成本高于jd
    • PigsCanFlyReplystonedtrader
      我的中文不好。我是用自动翻译。Grab还OK吧。但是也是有在几个国家在东南亚。在印尼 (我是印尼人)Gojek比较出名。我觉得 $Sea Ltd(SE)$ 最大的risk是现在他们去巴西。
    • stonedtraderReplyPigsCanFly
      感谢回复。你这一段机翻我有点没看懂。去年我是在新加坡实习一个月之后去泰国自助游了5天。基本大街小巷我看到很多grab的员工。
    • PigsCanFly
      grab is even worse. facing a stronger competition in Indonesia (one of its biggest markets) with gojek. doesn't have a FinTech mobile payment. shopee is #1 in indonesia and Thailand.
Leave a comment
9