Celia24
07-02

Great article, would you like to share it?

@popzy：
$Sea Ltd(SE)$ 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.
$Sea Ltd(SE)$ 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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