$Sea Ltd(SE)$latest results sh

2022-05-27

$Sea Ltd(SE)$latest results shows that the growth story has disintegrated. Profits earned from Garena is declining, losses from Shopee grew and GMV has slowed. In a sentence, Sea Group's share prices looks set to go down further.

Sea Money is unlikely to be the Winner in South East Asia Space

No doubt, South East Asia has a large population of unbanked individuals where Sea could tap on. However, it has two major competitors in Grab and Go-to.

Furthermore, it seems Grab has keeping itself toe to toe with Sea despite the latter having a larger warchest. Grab's latest financial results shows it has slowed its cash burning rate and is able to survive 10 more quarters on its current cash balance. This means shopee has to balance burning 8 billion in cash over the next 10 quarters to keep its battle with Grab.

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Comments

Remotecam
2022-05-28
Remotecam
Insightful. Thank you.
For the team at $Sea Ltd(SE)$ , these are tough times indeed. The honeymoon is truely over. Now is for survival.
JuliusGoldsmith
2022-05-27
JuliusGoldsmith
Yes you're right. Winner roar to moon, others hmm
Tracccy
2022-05-27
Tracccy
SEA... So mucn controversy...
Moolele
2022-05-27
Moolele
More pain ahead?
Exodus814
2022-05-27
Exodus814
Forrest li alr lost his net worth, sea to follow?
grrrr_nt
2022-05-27
grrrr_nt
Good stuff

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