ss666
2022-03-07

$Sea Ltd(SE)$E-commerce can easily go back to pre-covid. Plus their logistic partner is in a mess right now. Rapid expansion comes with higher cost to operate and market acquisition. 10% a day drop will be the new normal until we see a pre-covid fair value, even then, the investors (GIC, ARK) will dump them and chase for the next unicorn, leaving all the clueless retail behind. 

  Dear "retail investor", you are buying a stock not an idol. 

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
  • IrmaBurke
    ·2022-03-07
    Too fast expansion is not a good thing. At least for Sea, it is not a good thing at present.
    Reply
    Report
    Fold Replies
    • ss666: 
      Not just at present. Tell me one thing Shopee can differentiate from other playform, tell me what is the difference between Garena games and the rest, why should i go for shopee wall not the others.
      2022-03-08
      Reply
      Report
    • IrmaBurkeReplying toss666: 
      Sea doesn't seem to realize the seriousness of the problem. It is also possible that they are aware of it, but are confident that they can succeed.
      2022-03-08
      Reply
      Report
    • ss666: 
      Also i have made the analogy of same mistake employed by Haidilao. Same expansion problem. And how is Haidilao doing now, they have to halt exapansion plan. If SE halts expansion, guess what..
      2022-03-08
      Reply
      Report
    View more 1 comments
  • MurrayBulwer
    ·2022-03-08
    Perhaps these expansions are in line with sea's globalization or diversified layout strategy?
    Reply
    Report
    Fold Replies
    • MurrayBulwerReplying toss666: 
      That's true. Perhaps Sea is confident that they can get through this difficult period well.
      2022-03-08
      Reply
      Report
    • ss666: 
      Globalisation comes with a cost. And SEA will have to bear all the cost upfront. Dont forget, at global level they are facing fiercer competition.
      2022-03-08
      Reply
      Report
  • NinaEmmie
    ·2022-03-07
    Your analysis makes sense. excellent! We should pay attention to the value of the stock itself, not blindly follow it.
    Reply
    Report
  • ss666
    ·2022-03-07
    Before fapping to your daily $Sea Ltd(SE)$ fanstasy wet dream. Please cross check each of its business unit with competitions. Ans you will realised, they ain’t doing that well.
    Reply
    Report
  • Yellow snake
    ·2022-03-07
    well said. the cons of cash burning at all expense
    Reply
    Report
  • SheldonT
    ·2022-03-08
    Nice
    Reply
    Report