I opened 5 lot(s) $SE 20240517 75.0 CALL$  ,Despite the revenue beat in latest quarter, profitability remains a challenger for Sea. My proprietary data shows that Tiktok Shop is growing in popularity in SEA region, especially in MY, ID and PH. I feel revenue upside has been priced in and likely no major upside surprise from tomorrow’s CPI. Annualised ROI of 18% is good enough for me.
SE CALL
05-15 00:43
US20240517 75.0
SidePrice | FilledRealized P&L
Sell
Open
0.06
5Lot(s)
--
Closed
Sea Ltd
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  • sullivan_Rlo
    ·05-15
    TOP

    can you share more of the data, haha

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    • waikin11Replying tosullivan_Rlo
      opps, just realise this abbreviation is not commonly used, TTS=Tiktokshop
      05-16
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    • sullivan_RloReplying towaikin11
      Thanks for answering. But what is TTS volume?...
      05-16
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    • waikin11
      proprietary haha…
      TTS volume is really picking up, but whether it will eat into Shopee or Lazada’s share, still yet to be told, i believe it will eventually
      05-15
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  • Tiktok demographic and product range doesnt overlap with shopee
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