$Sea Ltd(SE)$  A Giant in the Making that will take Advantage of China's Government Blunder

Sea is large in 2 aspects, it has a sprawling gaming, esports and e commerce empire in Garena and Shopee. These two are major players in South East Asia and Garena's games are one of the most downloaded in the world.

However, it has competitors in the form of Tencent (Gaming/Esports) and Alibaba (Lazada) competing with them in the same space and region. While the giant 2 has deep financial pockets, they have a major obstacle in their own government that is reducing their profitability and cashflow generation ability. This is affecting their China business.

Hence, I am of the view that because of the distraction in China, these 2 Chinese giants will have their hands tiednd are unable to mobilise enough capital in their fight against Sea. Sea will be able to stand against them, gather the time and build a strategy to take them down. Therefore I am sanguine that at the end of the day, it will be a local company who will win in South East Asia , while the China companies can only tuck their tail and return to china with heavy losses