th0mastan
2022-10-10
$SEA LTD(SE)$SE is in a unqiue market region if you compare it against $Grab Holdings(GRAB)$another dominant player in Southeast Asia. Both companies are able to capitalize on the rising affluence in the region and solve the problem of mobility or logistics. 


I still strongly believe that whichever company that emerge as the winner in the region will have tremendous advantage in the years tocome.

The key question now is whether these growth companies (not profitable) are able to grow and optimize their operations without additional funding. It would be a true test of the company management.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Bulltrader
    2022-10-10
    Bulltrader
    pls share why SE drop. it burning money. if it revenue and margin dont increase. Then is sorry. why we need to invest into a stock that need to wait 5 yrs
    • th0mastan
      Think it’s a balance of risk and rewards, by the time it turns profitable the returns may not be that attactive. One way to control risk is to look at overall allocation that you wont be wiped out even if the bet is wrong
    • AnaiAnai
      ya
  • Ztradee
    2022-10-10
    Ztradee
    Hang in there
  • boonk
    2022-10-10
    boonk
    Ok
  • skyel
    2022-10-10
    skyel
    Ok
  • micphy
    2022-10-10
    micphy
    ok
  • TO66
    2022-10-10
    TO66
    ok
Leave a comment
18