ss666
2022-03-07

$Sea Ltd(SE)$E-commerce can easily go back to pre-covid. Plus their logistic partner is in a mess right now. Rapid expansion comes with higher cost to operate and market acquisition. 10% a day drop will be the new normal until we see a pre-covid fair value, even then, the investors (GIC, ARK) will dump them and chase for the next unicorn, leaving all the clueless retail behind. 

  Dear "retail investor", you are buying a stock not an idol. 

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Comments

  • IrmaBurke
    2022-03-07
    IrmaBurke
    Too fast expansion is not a good thing. At least for Sea, it is not a good thing at present.
    • ss666: 
      Not just at present. Tell me one thing Shopee can differentiate from other playform, tell me what is the difference between Garena games and the rest, why should i go for shopee wall not the others.
    • IrmaBurkeReplyss666: 
      Sea doesn't seem to realize the seriousness of the problem. It is also possible that they are aware of it, but are confident that they can succeed.
    • ss666: 
      Also i have made the analogy of same mistake employed by Haidilao. Same expansion problem. And how is Haidilao doing now, they have to halt exapansion plan. If SE halts expansion, guess what..
    • ss666ReplyIrmaBurke: 
      They can’t stop. Locally you can look at Qoo10, when it stop, it died. Games are the same, SEA has to cough up quite a sum to bring in good reps. Then payments, why should market trust them?
  • MurrayBulwer
    2022-03-08
    MurrayBulwer
    Perhaps these expansions are in line with sea's globalization or diversified layout strategy?
    • MurrayBulwerReplyss666: 
      That's true. Perhaps Sea is confident that they can get through this difficult period well.
    • ss666: 
      Globalisation comes with a cost. And SEA will have to bear all the cost upfront. Dont forget, at global level they are facing fiercer competition.
  • NinaEmmie
    2022-03-07
    NinaEmmie
    Your analysis makes sense. excellent! We should pay attention to the value of the stock itself, not blindly follow it.
  • ss666
    2022-03-07
    ss666
    Before fapping to your daily $Sea Ltd(SE)$ fanstasy wet dream. Please cross check each of its business unit with competitions. Ans you will realised, they ain’t doing that well.
  • Yellow snake
    2022-03-07
    Yellow snake
    well said. the cons of cash burning at all expense
  • SheldonT
    2022-03-08
    SheldonT
    Nice
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