$Sea Ltd(SE)$

there already was a lot of competition before, much direct, tougher and deep pocket competition and SE whooped them. Same management as then. TikTok video e-commerce is impulse buying. It’s not intentional or reoccurring purchases. Then a lot of those impulse buyers will probably go see if they can buy the item through a reputable source like SE instead so it will just benefit them. Then, SE started doing the videos as well so it adds another revenue stream. It’s not a valid concern.

Shopee still has a high market share and is, by far, the dominant player. They have also built out the most efficient logistics system. Buying opportunity today.

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  • Weil28
    ·07-01
    Couldnt agree more. Thats what i do whenever I see tiktok items. Ill source from Shopee 😂 killing 2 birds with one stone; i get to buy the item and add shopee’s revenue 🚀
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  • Win8333
    ·07-02
    What’s the issue here? Tik Tok and Shopee both can co-exist. Only 2 players for a large market. Just like China and US can co-exist, but US cannot accept the reality.
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  • DreamZ85
    ·07-01
    I agreed your saying. Whenever everyone have impulse to check the item on Shopee first. As when I check on Shopee is majority 2 or 3 times cheaper
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  • szueyann
    ·07-02
    Great article, would you like to share it?
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  • Nice
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  • Celia24
    ·07-02

    Great article, would you like to share it?

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  • KK2021
    ·07-02
    trade?
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  • BGB
    ·07-02

    Repost

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