i don't see tiktok shop being competive for selling reputable brands

$Sea Ltd(SE)$  I had been buying Sea Ltd(SE)$ since it dropping. I have faith and confidence in this company. The 3 business models for gaming, e-commerce and digital banking are making profit now. Therefore, I do not see why the stock price will not be going up. You must keep for long term and you can see the price shot to the moon. None of its competition is new. SE is the dominant player in its markets, of course it won't grow as fast as someone just starting out and burning billions! SEA has challenges, certainly, will require patience no doubt, but as a long term perspective, i dont see how not to be long on SE. I will keep buying. Great long opportunity. My target price is set to $70 by end of next mont

Sea will go up on good performance and extra lift from TikTok shuts shop... I see green

$Sea Ltd(SE)$ [Cry]  [Cry]  

$Sea Ltd(SE)$  SE is in a attrition war with Lazada in south east Asian markets. Personally, I find the Lazada sales platform easier to navigate and buy stuff. It's my first choice and I only use shopee if the price is cheaper. Their gaming revenue is going down as well. Not sure what other rabbit they can pull out of the hat but so far, havent seen anything compelling. 

[Tongue]  [Sly]  [Happy]  [Miser]  [Cool]  

👌👌👌👌👌👌👌👌👌

Will sea continue to go up as TikTok shuts shop?

Yes it will continue to go up and hope it works well 

🥺🥺🥺🥺🥺

Tiktok shop have been up and coming, however, it's been unsustainable. Shopee is still going strong. Take a small bet as digital banks rise. 

Interesting situation how Sea can compete

$Sea Ltd(SE)$  Here is an alternative bearish viewpoint.  Shopee is unlikely to continue its dominance without a significant driver of growth. Tiktok has its strong social media influence and presence to direct consumers to tiktok shop and drive sales there.  Shopee will have to resort to expensive marketing campaigns to stay in the mindshare of the consumer and dangle discounts to drive sales growth. This will be a drag on costs, and it is unlikely we will see a net profit in the near future.  As companies cut headcount to be leaner, it remains to be seen whether Sea can operate with efficiency.  I am a user of Shopee but will never invest with Sea. 

Buyer beware! With such an influential partnership closing, will need to keep your finger on the pulse for this one.

$Sea Ltd(SE)$ Hmm i dont know, but this post is a robbery, cheers.

$Sea Ltd(SE)$ Impact of TikTok Shop Closure on SE.After the closure of TikTok Shop in Indonesia, the market is still unsure of the extent of the impact on the local area. TikTok Shop closed on October 4th. After the closure, e-commerce livestreaming shops generally redirected traffic to independent sites and Shopee via URL links.Any chance TikTok get approval to launch a separate app. Surely they can’t abandon the ID market otherwise their global e-commerce ambitions get hurt. I long SE but worried if TikTok approval, we crash again.Image

$Sea Ltd(SE)$ I don't think WE need to worry too much, mainly for two reasons:TikTok will certainly get approval to launch an e-commerce app in Indonesia, but TikTok has launched standalone e-commerce apps in China and Europe before, and they failed quickly. This is because the e-commerce conversion rate within TikTok is very high, but once users leave TikTok and enter a new app, the conversion rate drops rapidly. And its biggest advantage compared to Shopee and Tokopedia would disappear.Mobile memory is generally small in Southeast Asia, jumping to external apps easily causes lag, which makes jumping more difficult in Southeast Asia compared to Europe and China.Image

$Sea Ltd(SE)$ Heretics

$Sea Ltd(SE)$ I think Shopee will definitely have the potential to do well despite the present headlines, which is regrettable. Shopee's revenue surged 160% in 2020, driven by a spike in online purchases during the pandemic, and grew 136% in 2021. In 2022, it revenue rose 64% year over year in the first quarter and 51% in the second quarter. Its growth is gradually cooling off, but it's still growing a lot faster than most other major e-commerce companies. Shopee scaled back its overseas expansion over the past year, but its core Southeast Asian market still has plenty of room to grow. IDC Financial Insights expects the region's number of e-commerce users to rise from 222 million in 2020 to 411 million in 2025. Bain & Company believes