zippixo
07-01

$Sea Ltd(SE)$

From whom will Temu or TikTok take market share, if they take market share sustainably at all? Upon considering the fact that SE maintained, and possibly gained, market share in 2023, why on earth would the market presume loss of market share for SE when there's 30%+ market share to be picked from the bones of its weaker and sub-scale competitors? Still lots of meat there!

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