limzihao03
11-11

$Sea Ltd(SE)$  amount of competition in Asia is intense. Being a Southeast Asia powerhouse, eroding margins and pricing wars are huge concerns not to be belittled. Investors tend to paint a rosy picture of the company using its gaming platform for leverage, nonethelss wouldnt be too optimistic abt this. 

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  • Stirling
    ·11-12
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    Bro, SEA has in its Qtr 2 guidance “expects Shopee to report positive adjusted EBITDA in the third quarter of 2024 due to its strong market share in Southeast Asia, improving ad take rates, and enhanced logistics efficiency. Sea Limited is focusing on improving its ad take rate, which is currently below the industry average. The company has already seen positive results, with a 20% year-over-year increase in sellers paying for ads in the second quarter of 2024. This improvement in ad monetization is expected to have continued benefiting the company in the to-be-reported quarter.SE also benefits from the growing demand for logistics operations, which adds to reduced order costs. This is likely to have improved customer experience, driven by its courier delivery platform, SPX Express.”
    Ride on the trend.
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