$Sea Ltd(SE)$  Lazada retrenched all it's chief marketing officers in it's markets? That's as good as punishing them for not gaining market share and forgoing to be number 1 in the region. Save the money on subsidies?  Shopee should capitalise on this and roll out campaigns targeting localised products by local merchants and artisans. 

$Sea Ltd(SE)$ It's a bit stupid to say now, but if 1.5B can get 75% stake in Tokopedia, SE should have done that instead of Tik Tok since SE has 3.2B cash. Imagine owning 40%+40% of Indonesia market.  SE could have bought over Tokopedia easily If authorities allow.

$Sea Ltd(SE)$ TikTok spends 800 plus million to buy 75% stake in Tokopedia, so Tokopedia only worth 1.1B? Tokopedia is still operating cash flow negative, it probably running out cash soon to need that 1.5B injection from Tik Tok. Shopee is operating cash flow positive, with 3.2B in cash, so see if it can maintain market share while still being operating cash flow positive.

$Sea Ltd(SE)$ you see, that is the problem. Housewife selling products on Tiktok does not pay tax or pay rental. The products have lower prices from low overhead costs.  Then the physical shops that actually pay rental and taxes close shop. Then how does million of home based unregistered sellers earn taxes for the government? https://asia.nikkei.com/Politics/Indonesia-s-ban-on-social-media-e-commerce-worries-sellers?utm_campaign=IC_asia_daily_free&utm_medium=email&utm_source=NA_newsletter&utm_content=article_link&del_type=1&pub_date=20231004123000&seq_num=3&si=e55f879c-66f1-486e-a04e-9698d8c82876

$Sea Ltd(SE)$ i think SE should create a website for people to source for OEM manufacturers in Southeast Asia similar to Alibaba.com for China so that foreign companies can outsource manufacturing to Southeast Asian countries since they are derisking from China.  Many items are now manufactured in Thailand, Vietnam, Indonesia, Malaysia and Philippines for sale globally

$Sea Ltd(SE)$ have to understand the motives for Indonesia government. Tik Tok doesn't pay tax to Indonesia government, Chinese producers do not pay tax to Indonesia government, Indonesia sellers pay less tax from reduced profits from Chinese competition, so Indonesia is protecting its own interests. 

$Sea Ltd(SE)$ as mentioned, I was optimistic on Sea and didn't think well of Tik Tok shop because Tik Tok shop mainly sell China made products directly at predatory pricing while Shopee has many local resellers and local made products sold by shops who cannot afford to have their own website selling their items. just to give an example, a Singaporean can buy a batik shirt made in Jakarta. The main draw from livestreaming is the low groupbuy price, people are savvy enough to search for the price of similarly products Given Vietnam and Philippines testy relationship with China, I expect them to follow. Malaysia and Singapore may likely sit on the sidelines As Shopee is not a social media company, it can still have livestreaming to promote and se

$Sea Ltd(SE)$ SE is facing competition from Tik Tok shop but I believe in 2-3 years, SE will prevail, reason being what is observed from China.  SE has both product search ecommerce and livestream ecommerce and is not dependent on only one type.  From recent reports from China, livestream ecommerce can generate a lot of sales but the return rate can be 60% due to impulsive buying. Now if the infrastructure isn't there, who will bear the cost of returns? This means the cost per transaction is high, if you include returns. Then for livestreamers, they take commissions, so who pay for commissions? It will be shared by buyers and sellers, so the cost or price of products will need to be higher or seller

$Sea Ltd(SE)$ This stock is a play on the economic development of ASEAN countries and whether unlisted new entrants like Tik Tok shop have enough cash to burn to wrestle market share.  Generally I think SE, as a Singaporean company , has a higher chance of winning in ASEAN and Taiwan against Tik Tok, which is Chinese owned

$Yandex NV(YNDX)$ delisting, what will happen to option holders?

$Canaan Inc.(CAN)$ Can aan?

$Alibaba Health Information Technology(00241)$  those who think this is the end of COVID in China, there is still the XBB variant yet to spread in China, and estimated another wave in May when immunity wane after 6 months.