• IpmanIpman
      ·03-10
      Yes it will continue to go up and hope it works well 
      88Comment
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    • Katie bKatie b
      ·02-24
      🥺🥺🥺🥺🥺
      8Comment
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    • JemsationzJemsationz
      ·02-20
      Tiktok shop have been up and coming, however, it's been unsustainable. Shopee is still going strong. Take a small bet as digital banks rise. 
      151Comment
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    • ProkuanProkuan
      ·02-09
      Interesting situation how Sea can compete
      30Comment
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    • SamluoSamluo
      ·02-05
      $Sea Ltd(SE)$  Here is an alternative bearish viewpoint.  Shopee is unlikely to continue its dominance without a significant driver of growth. Tiktok has its strong social media influence and presence to direct consumers to tiktok shop and drive sales there.  Shopee will have to resort to expensive marketing campaigns to stay in the mindshare of the consumer and dangle discounts to drive sales growth. This will be a drag on costs, and it is unlikely we will see a net profit in the near future.  As companies cut headcount to be leaner, it remains to be seen whether Sea can operate with efficiency.  I am a user of Shopee but will never invest with Sea. 
      4013
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    • DeeToksNZDeeToksNZ
      ·02-01
      Buyer beware! With such an influential partnership closing, will need to keep your finger on the pulse for this one.
      59Comment
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    • CaminkSyncCaminkSync
      ·2023-10-13
      $Sea Ltd(SE)$ Hmm i dont know, but this post is a robbery, cheers.
      1291
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    • CharlesBakerCharlesBaker
      ·2023-10-13
      $Sea Ltd(SE)$ Impact of TikTok Shop Closure on SE.After the closure of TikTok Shop in Indonesia, the market is still unsure of the extent of the impact on the local area. TikTok Shop closed on October 4th. After the closure, e-commerce livestreaming shops generally redirected traffic to independent sites and Shopee via URL links.Any chance TikTok get approval to launch a separate app. Surely they can’t abandon the ID market otherwise their global e-commerce ambitions get hurt. I long SE but worried if TikTok approval, we crash again.Image
      205Comment
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    • CharlesBakerCharlesBaker
      ·2023-10-13
      $Sea Ltd(SE)$ I don't think WE need to worry too much, mainly for two reasons:TikTok will certainly get approval to launch an e-commerce app in Indonesia, but TikTok has launched standalone e-commerce apps in China and Europe before, and they failed quickly. This is because the e-commerce conversion rate within TikTok is very high, but once users leave TikTok and enter a new app, the conversion rate drops rapidly. And its biggest advantage compared to Shopee and Tokopedia would disappear.Mobile memory is generally small in Southeast Asia, jumping to external apps easily causes lag, which makes jumping more difficult in Southeast Asia compared to Europe and China.Image
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    • Viky007Viky007
      ·2023-10-13
      41Comment
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    • TinglingTingling
      ·2023-10-12
      $Sea Ltd(SE)$ I think Shopee will definitely have the potential to do well despite the present headlines, which is regrettable. Shopee's revenue surged 160% in 2020, driven by a spike in online purchases during the pandemic, and grew 136% in 2021. In 2022, it revenue rose 64% year over year in the first quarter and 51% in the second quarter. Its growth is gradually cooling off, but it's still growing a lot faster than most other major e-commerce companies. Shopee scaled back its overseas expansion over the past year, but its core Southeast Asian market still has plenty of room to grow. IDC Financial Insights expects the region's number of e-commerce users to rise from 222 million in 2020 to 411 million in 2025. Bain & Company believes
      9431
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    • Iloveramen2994Iloveramen2994
      ·2023-10-12
      $Sea Ltd(SE)$ it will go up
      147Comment
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    • BLANCBLANC
      ·2023-10-11
      $Sea Ltd(SE)$ ELSS TAHEOCBA WIDIE  DOSBF ISBWOOC E E8S C EIENWKPSN DISONS FJC8RBEOXPPS  E8WBF 8SWNBXJDKW XK EOSXNX DMSODNS D8SNFJD XIDBD XKODBD X 
      30Comment
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    • BLANCBLANC
      ·2023-10-11
      41Comment
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    • Jo KerJo Ker
      ·2023-10-11
      $Sea Ltd(SE)$  SEA THE REAL DEAL! Hi all! SEA is in the news again after a pretty good session of trading yesterday which saw a gain of 6%. However, there are still many disbelievers out there with regards to the sustainability of this rally due to past pains and losses or unwarranted negative sentiment as well as unfounded economic theories. I like to reiterate that there is REAL great value in the stock at current prices and l am very bullish at these price levels. SEA is definitely a worthwhile portfolio investment stock of great value at the moment. Personally, l believe the stock price can double within the next six months after Q42023 earnings report and increase a few hundred percent within the next 3 years. Thi
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    • Jim1995Jim1995
      ·2023-10-11
      $Sea Ltd(SE)$ both TikTok and Timu are eyeing on South-eastern Asia as the key growth initiatives. E.g. TikTok GMV in the region was 1/10 of Shopee, but their next year goal is 1/3 of Shopee's. Furthermore, their core differentiation & value proposition is the same as Shopee's previous modus operandi, which is to provide steep discounts and free shipping for new users. So, While Shopee is deprioritizing growth, and focusing on profitability with higher charges & fewer promotions, its cash-rich competitors are reusing its previous growth playbook. Overall, doesn't look good for $SE investors who are demanding both profitability and nice growth or market leading status now.Image
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    • PSG2010PSG2010
      ·2023-10-11
      $Sea Ltd(SE)$ The situation with TikTok Shop underscores another challenge. Although not banned, its inability to utilize the TikTok social platform to drive additional traffic to its e-commerce operations could decelerate the impressive 7x Gross Merchandise Volume (GMV) growth witnessed in the previous year.Temu also casts a covetous eye on this region as a pivotal growth avenue. Despite Indonesia accounting for 60% of the region's GMV, the Malaysian market is increasingly perceived as the next strategic battlefield.I think SE's competitive dynamics in the future is still very challenging. Image
      89Comment
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    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-10-11

      Is there room for TikTok shop in Indonisia?

      TikTok said it will halt e-commerce transactions in its TikTok Shop app in Indonesia from Wednesday, after the country brought in a ban on e-commerce trade on social media last week."Our priority is to remain compliant with local laws and regulations. As such, we will no longer facilitate e-commerce transactions in TikTok Shop Indonesia by 17:00 GMT+7, October 4," Traditional and online retailers, like $Sea Ltd(SE)$ & Lazada $Alibaba(BABA)$ could benefit from the restrictions.Some other problem in Tiktock IndonisiaApart from the separation of social and e-commerce, there are actually many hidden contradictions between TikTok and Indonesia. TikTok has always operated in Indonesia as a Singaporean company
      3.20K5
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      Is there room for TikTok shop in Indonisia?
    • Kindaichi DeeKindaichi Dee
      ·2023-10-11
      $Sea Ltd(SE)$ It will definitely rocket. Bullish trend. It is market leader in South east Asia for e-com
      217Comment
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    • JinHanJinHan
      ·2023-10-11

      TikTok Ban in Southeast Asia: Sea Limited’s Short-Term Setback or Long-Term Opportunity?

      The recent ban of TikTok’s e-commerce marketplace in Indonesia has sent shockwaves through the Southeast Asian tech market. The move raises questions about how this ban will affect TikTok’s growth and how other major players in the region, like Sea Limited, will be impacted. In this article, we’ll explore the ban’s implications for Sea Limited, considering TikTok’s growth, Sea Limited’s response, and the broader competitive landscape. $Sea Ltd(SE)$  1. TikTok’s Spectacular Rise: • TikTok’s Rapid User Growth: TikTok’s ascent to global popularity is nothing short of remarkable. The platform’s short-form videos have captivated users worldwide, amassing billions of downloads. Its user base spans across diverse age gr
      1039
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      TikTok Ban in Southeast Asia: Sea Limited’s Short-Term Setback or Long-Term Opportunity?
    • IpmanIpman
      ·03-10
      Yes it will continue to go up and hope it works well 
      88Comment
      Report
    • Katie bKatie b
      ·02-24
      🥺🥺🥺🥺🥺
      8Comment
      Report
    • JemsationzJemsationz
      ·02-20
      Tiktok shop have been up and coming, however, it's been unsustainable. Shopee is still going strong. Take a small bet as digital banks rise. 
      151Comment
      Report
    • SamluoSamluo
      ·02-05
      $Sea Ltd(SE)$  Here is an alternative bearish viewpoint.  Shopee is unlikely to continue its dominance without a significant driver of growth. Tiktok has its strong social media influence and presence to direct consumers to tiktok shop and drive sales there.  Shopee will have to resort to expensive marketing campaigns to stay in the mindshare of the consumer and dangle discounts to drive sales growth. This will be a drag on costs, and it is unlikely we will see a net profit in the near future.  As companies cut headcount to be leaner, it remains to be seen whether Sea can operate with efficiency.  I am a user of Shopee but will never invest with Sea. 
      4013
      Report
    • ProkuanProkuan
      ·02-09
      Interesting situation how Sea can compete
      30Comment
      Report
    • DeeToksNZDeeToksNZ
      ·02-01
      Buyer beware! With such an influential partnership closing, will need to keep your finger on the pulse for this one.
      59Comment
      Report
    • Jo KerJo Ker
      ·2023-10-11
      $Sea Ltd(SE)$  SEA THE REAL DEAL! Hi all! SEA is in the news again after a pretty good session of trading yesterday which saw a gain of 6%. However, there are still many disbelievers out there with regards to the sustainability of this rally due to past pains and losses or unwarranted negative sentiment as well as unfounded economic theories. I like to reiterate that there is REAL great value in the stock at current prices and l am very bullish at these price levels. SEA is definitely a worthwhile portfolio investment stock of great value at the moment. Personally, l believe the stock price can double within the next six months after Q42023 earnings report and increase a few hundred percent within the next 3 years. Thi
      1.86K21
      Report
    • JinHanJinHan
      ·2023-10-11

      TikTok Ban in Southeast Asia: Sea Limited’s Short-Term Setback or Long-Term Opportunity?

      The recent ban of TikTok’s e-commerce marketplace in Indonesia has sent shockwaves through the Southeast Asian tech market. The move raises questions about how this ban will affect TikTok’s growth and how other major players in the region, like Sea Limited, will be impacted. In this article, we’ll explore the ban’s implications for Sea Limited, considering TikTok’s growth, Sea Limited’s response, and the broader competitive landscape. $Sea Ltd(SE)$  1. TikTok’s Spectacular Rise: • TikTok’s Rapid User Growth: TikTok’s ascent to global popularity is nothing short of remarkable. The platform’s short-form videos have captivated users worldwide, amassing billions of downloads. Its user base spans across diverse age gr
      1039
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      TikTok Ban in Southeast Asia: Sea Limited’s Short-Term Setback or Long-Term Opportunity?
    • TigerOptionsTigerOptions
      ·2023-10-09

      Bullish Outlook for SE

      Based on technical analysis Sea Limited If you believe in technical analysis, please continue reading; otherwise, feel free to skip this post. [Lovely]  Quoted from my previous post. In my previous post for $Sea Ltd(SE)$ , Can the SE Rally Continue?, I mentioned that the rally can continue if the position stays above 40.20. SE Daily Chart On the daily chart for SE, a compelling pattern emerged following a strong breakout from the neckline of a double bottom formation. The price surged impressively, reaching as high as 44.96. This breakout was indicative of significant upward momentum in the stock. However, as with any robust rally, it's commo
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      Bullish Outlook for SE
    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-09-27

      Why did Cainiao fire the first shot of Alibaba's split?

      Cainiao has officially submitted its IPO application to the Hong Kong Stock Exchange. Since Alibaba's "1+6+N" initiative, the spin-off listing of various business segments has become a focus of the secondary market. Previously, Hema(盒马)and Aliyun were considered as potential candidates for the first listings. Why did Cainiao make the first move?The most important reason is the current financing environment. As A-share market has tightened its listing requirements for consumer companies, and the valuation of consumer companies in the Hong Kong stock market continues to be under pressure, making the listing environment unfavorable for Hema. Although cloud service companies are popular in Hong Kong。Based on the performance of the past two years, Cainiao is also the most suitable candidate to
      1.45K6
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      Why did Cainiao fire the first shot of Alibaba's split?
    • TigerOptionsTigerOptions
      ·2023-09-26

      ❓ Can the SE Rally Continue?

      $Sea Ltd(SE)$ experienced a significant 11.79% surge in its stock price in a single day, driven by news of impending regulatory changes in Indonesia concerning the use of social media for e-commerce. This dramatic movement in SE's stock price has caught the attention of investors, and technical analysis is pointing towards a potential double bottom formation. Shopee is a subsidiary company of Sea Limited The catalyst behind this remarkable jump in SE's stock price is the news reported by the Jakarta Post regarding Indonesia's government's plans to introduce new regulations governing the use of social media for e-commerce. These regulations are in response to concerns about predatory pricing practices by e-commerce sellers.
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      ❓ Can the SE Rally Continue?
    • Jo KerJo Ker
      ·2023-09-28
      $Sea Ltd(SE)$  WHY SEA RECENT RALLY IS A SUSTAINABLE LONG TERM BULL RUN. Hi all fellow traders! I hope you all have benefited from this week SEA rally like me. I will try to keep this short as my detailed explanation post is wipe out by Tiger app on my phone when the market started trading! Arrghh! 1) Reasons for sharp drop in share prices from peak of $357+ per share. SEA hit an all time high of $357+ per share in November 2021. It is also the all time high of S&P 500. The main reason for it's sharp drop from peak in my opinion other than negative sentiment against growth stocks for boarder markets is the big hit to Garena (SEA digital entertainment arm) in early 2022. India banned Free Fire game of Garena over Na
      82810
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    • JinHanJinHan
      ·2023-09-26

      Sea Limited (SE): The Rebound Mirage - Why I Remain Bearish

      Sea Limited (SE) $Sea Ltd(SE)$ has been a notable player in the tech and e-commerce industry, particularly in Southeast Asia. While the stock experienced a meteoric rise during the COVID-19 pandemic, I hold the view that the recent rebound in SE’s share price is a deceptive rally. In this article, we will delve into the reasons behind my bearish stance on Sea Limited. 1. Understanding Sea Limited’s Business: Sea Limited is a multi-faceted technology company with three main business segments: • Garena: SE’s gaming arm, which includes popular titles like Free Fire, catering to the booming esports and gaming market. • Shopee: SE’s e-commerce platform, positioned as a competitor to giants like Amazon and Alibaba in South
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      Sea Limited (SE): The Rebound Mirage - Why I Remain Bearish
    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-10-11

      Is there room for TikTok shop in Indonisia?

      TikTok said it will halt e-commerce transactions in its TikTok Shop app in Indonesia from Wednesday, after the country brought in a ban on e-commerce trade on social media last week."Our priority is to remain compliant with local laws and regulations. As such, we will no longer facilitate e-commerce transactions in TikTok Shop Indonesia by 17:00 GMT+7, October 4," Traditional and online retailers, like $Sea Ltd(SE)$ & Lazada $Alibaba(BABA)$ could benefit from the restrictions.Some other problem in Tiktock IndonisiaApart from the separation of social and e-commerce, there are actually many hidden contradictions between TikTok and Indonesia. TikTok has always operated in Indonesia as a Singaporean company
      3.20K5
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      Is there room for TikTok shop in Indonisia?
    • JinHanJinHan
      ·2023-09-28

      Sea Limited Rebound: A Short-Lived Surge?

      The recent rebound in Sea Limited’s share price has garnered significant attention, with the stock surging approximately 15% over the past five days. While this uptick might seem like a promising sign for the company, a closer examination reveals that it might not be sustainable. In this article, we will delve into the factors contributing to this view. $Sea Ltd(SE)$  1. A Far Cry from Previous Peaks: One notable aspect of Sea Limited’s recent price movement is that despite the climb, the stock remains significantly below its peak price, which exceeded $355 in October 2021. This divergence suggests that investor confidence in the company has waned considerably. 2. Regulatory Headwinds in Indonesia: The Indonesian
      3.59K5
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      Sea Limited Rebound: A Short-Lived Surge?
    • peksspekss
      ·2023-10-01

      Is the high tide running out to Sea?

      $Sea Ltd(SE)$  gained more than 17% last week since Indonesia first announced rules that took immediate effect to prohibit social commerce companies from facilitating direct e-commerce payments on their platforms. This has dealt a major blow to Sea’s greatest competitor TikTok Shop in Indonesia, where it is the social media’s largest market for its e-commerce feature. TikTok is required to segregate its e-commerce feature from its popular video-scrolling service, non-compliance of which will risk being barred from business in the country. TikTok Shop has been fast growing popularity among a young, flourishing fan base in Indonesia that is Southeast Asia’s biggest e-commerce market, and has been posing increasingly
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      Is the high tide running out to Sea?
    • TinglingTingling
      ·2023-10-12
      $Sea Ltd(SE)$ I think Shopee will definitely have the potential to do well despite the present headlines, which is regrettable. Shopee's revenue surged 160% in 2020, driven by a spike in online purchases during the pandemic, and grew 136% in 2021. In 2022, it revenue rose 64% year over year in the first quarter and 51% in the second quarter. Its growth is gradually cooling off, but it's still growing a lot faster than most other major e-commerce companies. Shopee scaled back its overseas expansion over the past year, but its core Southeast Asian market still has plenty of room to grow. IDC Financial Insights expects the region's number of e-commerce users to rise from 222 million in 2020 to 411 million in 2025. Bain & Company believes
      9431
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    • KYHBKOKYHBKO
      ·2023-08-13

      Preview of the week starting 14Aug2023 - can the tide rise at SEA?

      Public Holidays No public holidays for Hong Kong, Singapore, the US & China in the coming week. Economic Calendar (14Aug2023) Economic Calendar for the week starting 14 Aug 2023 Notable Highlights Retail data - Core retail sales and retail sales data will be announced this week. This reflects consumption in the USA. Building Permits. This will shed some light pertaining to real estate. Philadelphia Fed Manufacturing Index. From investing > The Philadelphia Federal Reserve Manufacturing Index rates the relative level of general business conditions in Philadelphia. A level above zero on the index indicates improving conditions; below indicates worsening conditions. The data is compiled from a survey of about 250 manufacturers in the Philadelphia Federal Reserve district. Jobless cla
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      Preview of the week starting 14Aug2023 - can the tide rise at SEA?
    • StxnttDwbboStxnttDwbbo
      ·2023-09-28
      $Sea Ltd(SE)$  Sea Ltd. (SE) is a Singaporean technology company that specializes in gaming, e-commerce, and digital financial services. The company's flagship products are Shopee, a leading e-commerce platform in Southeast Asia, and Garena, a popular online gaming company. Sea Ltd.'s stock price reached its highest peak on October 19, 2021, at $378.83 per share. This gave the company a market capitalization of over $100 billion, making it the largest company in Singapore by market capitalization. The company's stock price has since declined by over 60%, as the overall stock market has corrected in 2022. However, Sea Ltd. remains a valuable company, with a market capitalization of over $40 billion. Factors Contributing to Sea Ltd.'s Success
      362Comment
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    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-08-15

      What Makes Sea The Most Disappointing Growth Stock?

      Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? $Sea Ltd(SE)$ ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled "profit margin indicators" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the "burn money for scale" model in the era of high inflation, without giving up the expectation of "high growth" for
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      What Makes Sea The Most Disappointing Growth Stock?