Lordtrade500
2022-03-02

$Sea Ltd(SE)$as long as SEA has continuous revenue growth, as a long term investor i'm not as concerned with the EPS performance in the short-term. 

expenditures in the short term are heavily influenced by macro factors and changing consumer behaviour, especially SEA's Shopee arm. As long as revenues beat constantly, and the company is expanding, SEA still has the potential to reach profitable status. 

However, i still think SEA needs to find a way to cut down on it's spending and find more sustainable revenue streams that can bring about stronger profits. 

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Comments

  • Joseph23
    2022-03-02
    Joseph23

    I think they are a great company too but they can definitely do a better job at reducing their sales and marketing cost.

    • ss666Replytheunmouse
      No way $SE has higher valuation than $PDD
    • theunmouseReplyss666
      Nah
    • ss666
      They cant. If they try to reduce cost like Qoo10 it will lose to Lazasa in no time.
  • AdrianTan
    2022-03-03
    AdrianTan
    The gaming business is profitable and they are using those profits to expand ecomm and fintech. If they stop expanding or expand slower they would be profitable in paper, but would we want that?
  • Joseph Hito
    2022-03-03
    Joseph Hito
    great
  • VivianChua
    2022-03-02
    VivianChua
    Nice💚💚💚
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