Everyone is now focusing on e-commerce.
They focused on gaming earlier.
But what everyone is missing is that Digital Financial Services is the gem here.
It’s growing rapidly and has tremendous potential.
The services that can be run off this platform are far ranging and will lead to billions
of highly profitable revenues in the years to come.
The profit in this division will, one day, dwarf the profits of e-commerce.
Most investors are looking at the past or looking only at current operations and current
financial results.
They don’t understand what the management team is doing to ensure future growth.
Top management has alluded to efforts in AI.
Nobody has really taken notice.
And many analysts are overly concerned with competition.
Shopee is the market leader and could have even greater market share if they wanted,
but they can’t own 80% of the market or they would be targeted for being monopolistic.
We already saw this in Indonesia where the government is trying to limit the power of SE.
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