$SEA LTD(SE)$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.
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