$Sea Ltd(SE)$ I see the TikTok

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$Sea Ltd(SE)$ I see the TikTok ban as a double edged sword for Shopee. I'm not sure what to make of it. On one hand, it hurts TikTok's bottom line, which might force them to increase margins in Southeast Asia.

But on the other hand, TikTok might decide to invest more aggressively in Southeast Asia as they just lost their most important market.

I'm especially concerned they will use the money from selling TikTok US to invest in Southeast Asia as one of their most promising markets. It depends completely on TikTok's strategy, so at this point I can't say if it's a good or bad thing for Shopee.

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keepcalm
·04-26
We'll have to wait and see!
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