To The Moon

i don't see tiktok shop being competive for selling reputable brands

$Sea Ltd(SE)$  I had been buying Sea Ltd(SE)$ since it dropping. I have faith and confidence in this company. The 3 business models for gaming, e-commerce and digital banking are making profit now. Therefore, I do not see why the stock price will not be going up. You must keep for long term and you can see the price shot to the moon. None of its competition is new. SE is the dominant player in its markets, of course it won't grow as fast as someone just starting out and burning billions! SEA has challenges, certainly, will require patience no doubt, but as a long term perspective, i dont see how not to be long on SE. I will keep buying. Great long opportunity. My target price is set to $70 by end of next mont

Sea will go up on good performance and extra lift from TikTok shuts shop... I see green

$Sea Ltd(SE)$ [Cry]  [Cry]  

$Sea Ltd(SE)$  SE is in a attrition war with Lazada in south east Asian markets. Personally, I find the Lazada sales platform easier to navigate and buy stuff. It's my first choice and I only use shopee if the price is cheaper. Their gaming revenue is going down as well. Not sure what other rabbit they can pull out of the hat but so far, havent seen anything compelling. 

[Tongue]  [Sly]  [Happy]  [Miser]  [Cool]  

👌👌👌👌👌👌👌👌👌

Will sea continue to go up as TikTok shuts shop?

Yes it will continue to go up and hope it works well 

🥺🥺🥺🥺🥺

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. 

Interesting situation how Sea can compete

$Sea Ltd(SE)$  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. 

Buyer beware! With such an influential partnership closing, will need to keep your finger on the pulse for this one.

$Sea Ltd(SE)$ Hmm i dont know, but this post is a robbery, cheers.

$Sea Ltd(SE)$ 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

$Sea Ltd(SE)$ 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

$Sea Ltd(SE)$ Heretics

$Sea Ltd(SE)$ 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

$Sea Ltd(SE)$ it will go up

i don't see tiktok shop being competive for selling reputable brands

$Sea Ltd(SE)$  I had been buying Sea Ltd(SE)$ since it dropping. I have faith and confidence in this company. The 3 business models for gaming, e-commerce and digital banking are making profit now. Therefore, I do not see why the stock price will not be going up. You must keep for long term and you can see the price shot to the moon. None of its competition is new. SE is the dominant player in its markets, of course it won't grow as fast as someone just starting out and burning billions! SEA has challenges, certainly, will require patience no doubt, but as a long term perspective, i dont see how not to be long on SE. I will keep buying. Great long opportunity. My target price is set to $70 by end of next mont

Sea will go up on good performance and extra lift from TikTok shuts shop... I see green

$Sea Ltd(SE)$  SE is in a attrition war with Lazada in south east Asian markets. Personally, I find the Lazada sales platform easier to navigate and buy stuff. It's my first choice and I only use shopee if the price is cheaper. Their gaming revenue is going down as well. Not sure what other rabbit they can pull out of the hat but so far, havent seen anything compelling. 

$Sea Ltd(SE)$ [Cry]  [Cry]  

[Tongue]  [Sly]  [Happy]  [Miser]  [Cool]  

👌👌👌👌👌👌👌👌👌

Will sea continue to go up as TikTok shuts shop?

Yes it will continue to go up and hope it works well 

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. 

🥺🥺🥺🥺🥺

$Sea Ltd(SE)$  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. 

Interesting situation how Sea can compete

Buyer beware! With such an influential partnership closing, will need to keep your finger on the pulse for this one.

$Sea Ltd(SE)$  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

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

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

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

$Sea Ltd(SE)$ 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.

$Sea Ltd(SE)$  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