To The Moon

I have doubts about Sea's survival against the formidable might of TikTok or Bytedance. Taking action, I've exited Sea at $35 and aligned with Mercadolibre. Mercadolibre boasts a lower valuation, substantial cash reserves surpassing Sea's, and markedly higher profits—a prudent financial move. $Sea Ltd(SE)$ $MercadoLibre(MELI)$

This is my opinion on TikTok's competition for $SE's Shopee. The company is more than twice as big in the region as $BABA's Lazada. Up to now, it's mainly Lazada that seems to suffer from TikTok. Shopee just 50x'ed its sales through Shopee Live, playing on TikTok's turf. Don't forget that Sea started as a gaming company and knows a thing or two about engagement as well. Will Shopee will get more competition? Sure. But acting as if if Shopee is defeated already, seems to be greatly exaggerated. The company mentioned in its last earnings call it gained market share again. And they already have 140% more GMV than the leader they disrupted, Lazada and more than 10x TikTok's GMV. Of course, it's important to keep an eye on the numbers, but up to now, there's no reason to believe that TikTok wil

With the team-up between TikTok Shop and Tokopedia in Indonesia to circumvent the curb on e-commerce businesses by social media platforms in the country, $Sea Ltd(SE)$ ’s once-thought unshakable leadership position in the Southeast Asia’s largest economy is increasingly being threatened. With Sea spending millions of dollars in subsidies and expansions to defend its market share at the expense of profitability, it may be years for the once-national pride of Singapore, but has since fallen from grace, to regain its past glory, if it ever will be able to. On the contrary, the Chinese e-commerce market appears to remain robust despite slowing economy, given the vast size of the market and growing trend of online shopping

$Sea Ltd(SE)$ 👍👍👍👍👍

$Sea Ltd(SE)$ [Cool] [What] [Miser]  

$Sea Ltd(SE)$  is now at support zone. this is a good zone to accumulate. the stock market is waiting for hints from fomc meeting tonight to decide whether to rally or not. cpi yoy is 3.1%, as estimated and cooler than last month's 3.2%. this is good. $US10Y(US10Y.BOND)$ points to possibility of lower interest rates. the stock market gets jittery whenever us10y approaches 5%.  Chinese government promises support of the economy. the property crisis is a drag on the Chinese economy and in turn affects the hk, sg and china stock markets.  looking at se's pnf, next support if it breaks down is 27.5. if it rally upon good vibes from fomc meeting, then it

$Sea Ltd(SE)$  first to cross 39.8, hold, and then to 44.

$Sea Ltd(SE)$ Come on... what's the point to invest this company still losing money every year until today? 

$Sea Ltd(SE)$  Target price $45.00

$Sea Ltd(SE)$   I think will be around $35 - $40

Recently, we heard the news that TikTok reentered the Indonesian e-commerce market. TikTok was forced to close its own TikTok Shop e-commerce business in Indonesia in September after the nation passed a law banning online shopping via social media platforms, but TikTok couldn't stay away. This morning the company announced it will buy 75% of GoTo's Tokopedia for $840 million, and then invest hundreds of millions of dollars more building out the e-commerce business -- growing its total investment to $1.5 billion. By combining Tokopedia's strong local presence with TikTok's mass market reach and technological prowess, TikTok will create a new "Indonesian e-commerce champion. Sea Limited, which does 35% of its gross merchandise sales in Indonesia, may face heightened competition. New competit

$Sea Ltd(SE)$  drop to below 30 just will consider to bought, for now is make short 

$Sea Ltd(SE)$  Predicting the future is always tricky, but here are some potential scenarios for Sea Ltd in the coming months: Continued Decline: If the broader market downturn and macroeconomic headwinds persist, Sea Ltd's stock price could continue to fall. Continued unprofitable growth and regulatory challenges might further erode investor confidence. Recovery and Stabilization: If the market stabilizes and Sea Ltd can demonstrate progress towards profitability, its stock price could rebound. Positive developments in its e-commerce and digital financial services segments could also boost investor sentiment. Volatile Trading: The stock price may experience significant volatility in the short term due to market fluc

The retail industry has been facing multiple challenges in 2023, with some of the headwinds including inflation, supply chain disruptions, and macroeconomic issues. Additionally, the tight monetary policy has also had an impact on consumption trends to a certain extent. However, some quality retail stocks still look attractively valued amid these unfavorable factors.Currently, the consensus on Wall Street is that the Federal Reserve has ended its interest rate hike, and the situation in 2024 will be much better than this year. Although concerns about global slowdown remain, interest rate cuts are beneficial for stimulating investment and consumer spending.As a result, retail stocks with attractive valuations are likely to rise in the next few quarters. If you are looking for retail stocks

$Sea Ltd(SE)$ You could argue that it is a psycological barrier.It is human to fixate around numbers like this.You will often see some resistance up/down when a price is breaking 10's, 100's etc.You might expect to see some volatility when breaking away from 40 again, either upwards or downwards.Eventhough the exact number doesnt really indicated anything. It is like turning up the volume on the TV, often people always go to nearest 5 or 10.I guess it shows that it isnt only algorithms trading in the market, yet 😅Edit.Try look at the graph last 3 month by these dates (all dates where the price shows resistance at 40$) :September 14th, 25th.October 27th.November 1st, (15th), 28th.

$Sea Ltd(SE)$ I don't think anyone is actually selling on this 'news' (its not news), just some people shorting on bad 'news' (which they didnt realize was already known). Should be covering soon and I expect it could end green. Good buying opportunity.

$Sea Ltd(SE)$ Overreaction... tik tok is a chinese company i thought investors hate chinese firms... come on go lower i want to buy at 30 or 28 lets see how much ammo you have to short🫢

$Sea Ltd(SE)$ SE was encouraged by the weekly close on Friday, seems like an overreaction to the TikTok news , however my cost is around $38/share and am not will to find out how low this can continue going. Will exit if it can't close above $35. Keep it simple especially with markets being up 6 weeks in a row and other name holding up better with less short term headwinds. Frustrating play as of late.

The retail industry has been facing multiple challenges in 2023, with some of the headwinds including inflation, supply chain disruptions, and macroeconomic issues. Additionally, the tight monetary policy has also had an impact on consumption trends to a certain extent. However, some quality retail stocks still look attractively valued amid these unfavorable factors.Currently, the consensus on Wall Street is that the Federal Reserve has ended its interest rate hike, and the situation in 2024 will be much better than this year. Although concerns about global slowdown remain, interest rate cuts are beneficial for stimulating investment and consumer spending.As a result, retail stocks with attractive valuations are likely to rise in the next few quarters. If you are looking for retail stocks

Bytedance will combine its Indonesian TikTok shop business (which has a 5% market share in 2022) with GoTo’s e-commerce unit Tokopedia, as released in a statement on Monday (11 Dec) by both companies. With the new combination, TikTok will have a controlling 75% stake in that combination, which will run the shopping features of TikTok’s social media app in Indonesia. TikTok is using this deal to revive its online-shopping service in Indonesia, Southeast Asia’s largest retail arena. In September, Indonesia has announced regulation which has force TikTok to separate their payments from shopping. This announcement has TikTok to stop their ecommerce service which was gaining traction against competitors like $Sea Ltd(SE)$ and

In a strategic move, TikTok, the Chinese social media giant, has set its sights on Southeast Asia’s e-commerce market, specifically Indonesia. TikTok’s $840 million investment in Tokopedia, Indonesia’s largest e-commerce platform, poses challenges for Sea Limited, the Singaporean tech giant behind Shopee. Let’s delve into the recent developments and understand why Sea Limited may encounter rough waters in the vibrant Indonesian e-commerce landscape.$Sea Ltd(SE)$  TikTok’s Play in Indonesia: A Threat to Sea Limited’s Dominance TikTok’s substantial investment in Tokopedia, coupled with plans to revitalize its e-commerce business in Indonesia, is a strategic move that could reshape the competitive dynamics of the region.

Recently, we heard the news that TikTok reentered the Indonesian e-commerce market. TikTok was forced to close its own TikTok Shop e-commerce business in Indonesia in September after the nation passed a law banning online shopping via social media platforms, but TikTok couldn't stay away. This morning the company announced it will buy 75% of GoTo's Tokopedia for $840 million, and then invest hundreds of millions of dollars more building out the e-commerce business -- growing its total investment to $1.5 billion. By combining Tokopedia's strong local presence with TikTok's mass market reach and technological prowess, TikTok will create a new "Indonesian e-commerce champion. Sea Limited, which does 35% of its gross merchandise sales in Indonesia, may face heightened competition. New competit

$Sea Ltd(SE)$  is now at support zone. this is a good zone to accumulate. the stock market is waiting for hints from fomc meeting tonight to decide whether to rally or not. cpi yoy is 3.1%, as estimated and cooler than last month's 3.2%. this is good. $US10Y(US10Y.BOND)$ points to possibility of lower interest rates. the stock market gets jittery whenever us10y approaches 5%.  Chinese government promises support of the economy. the property crisis is a drag on the Chinese economy and in turn affects the hk, sg and china stock markets.  looking at se's pnf, next support if it breaks down is 27.5. if it rally upon good vibes from fomc meeting, then it

With the team-up between TikTok Shop and Tokopedia in Indonesia to circumvent the curb on e-commerce businesses by social media platforms in the country, $Sea Ltd(SE)$ ’s once-thought unshakable leadership position in the Southeast Asia’s largest economy is increasingly being threatened. With Sea spending millions of dollars in subsidies and expansions to defend its market share at the expense of profitability, it may be years for the once-national pride of Singapore, but has since fallen from grace, to regain its past glory, if it ever will be able to. On the contrary, the Chinese e-commerce market appears to remain robust despite slowing economy, given the vast size of the market and growing trend of online shopping

This is my opinion on TikTok's competition for $SE's Shopee. The company is more than twice as big in the region as $BABA's Lazada. Up to now, it's mainly Lazada that seems to suffer from TikTok. Shopee just 50x'ed its sales through Shopee Live, playing on TikTok's turf. Don't forget that Sea started as a gaming company and knows a thing or two about engagement as well. Will Shopee will get more competition? Sure. But acting as if if Shopee is defeated already, seems to be greatly exaggerated. The company mentioned in its last earnings call it gained market share again. And they already have 140% more GMV than the leader they disrupted, Lazada and more than 10x TikTok's GMV. Of course, it's important to keep an eye on the numbers, but up to now, there's no reason to believe that TikTok wil

$Sea Ltd(SE)$  Predicting the future is always tricky, but here are some potential scenarios for Sea Ltd in the coming months: Continued Decline: If the broader market downturn and macroeconomic headwinds persist, Sea Ltd's stock price could continue to fall. Continued unprofitable growth and regulatory challenges might further erode investor confidence. Recovery and Stabilization: If the market stabilizes and Sea Ltd can demonstrate progress towards profitability, its stock price could rebound. Positive developments in its e-commerce and digital financial services segments could also boost investor sentiment. Volatile Trading: The stock price may experience significant volatility in the short term due to market fluc

I have doubts about Sea's survival against the formidable might of TikTok or Bytedance. Taking action, I've exited Sea at $35 and aligned with Mercadolibre. Mercadolibre boasts a lower valuation, substantial cash reserves surpassing Sea's, and markedly higher profits—a prudent financial move. $Sea Ltd(SE)$ $MercadoLibre(MELI)$

$Sea Ltd(SE)$ This has hit lows of $35 about 4 times in last 6 months, clearly indicating this is the bottom. If anyone believes, this is a wonderful time to pick some shares.I firmly believe that with Fed prepared to cut rate interests sometime in mid 2024, growth stocks will appreciate substantially in the value.After all, SE Asia is one of the best growth demographics in the world.That's why TikTok wants inSE has close tp 50% of E CommerceNo brainer Load Up!!

$Sea Ltd(SE)$ Loop Capital raised its price target on Sea stock, to $43, arguing the stock is worth 10 times 2025 earnings before E B I T D A -- and likely even more.TikTok operation is at least 2 years away from fully operational while SE net earnings will TRIPLE[Miser][Miser][Miser].It seems to be a promising near future!

$Sea Ltd(SE)$ You could argue that it is a psycological barrier.It is human to fixate around numbers like this.You will often see some resistance up/down when a price is breaking 10's, 100's etc.You might expect to see some volatility when breaking away from 40 again, either upwards or downwards.Eventhough the exact number doesnt really indicated anything. It is like turning up the volume on the TV, often people always go to nearest 5 or 10.I guess it shows that it isnt only algorithms trading in the market, yet 😅Edit.Try look at the graph last 3 month by these dates (all dates where the price shows resistance at 40$) :September 14th, 25th.October 27th.November 1st, (15th), 28th.

$Sea Ltd(SE)$ Some investors always the same old TikTok news pushing down the shares. Indonesian market is big enough to accommodate Shopee, TikTok and other players[Cool][Cool][Cool]SE is well equipped to take on competition and GDP is growing so much in SE Asia that the market can support more than one major player. I still see a ton of upside from here.

$Sea Ltd(SE)$ 37.8s it will be 38-40+ in few Hours Days. I am Back in 36.7s M2x. DBS Bank Unknow for me. They DownGraded Buy to Hold and PT 42 LOL. Such a Clown. [Cry][Cry][Cry]That is an Upgrade to Buy PT 42 is +12%. Shorts Squeeze. I was in 35.2s and Calps +3.s$ and it not Over Yet.

$Sea Ltd(SE)$ I can look into the futureThis will go back up slowly again and everyone will scream that it will go back to 100.Along the way it will drop like 2 dollars and people will call for the end of the world even though it’s still up 30% over a month.It goes back up again and people buy because of fomo Earnings come closer so people get scared again and start sellingEarnings are miss as alwaysDrop hardRinse and repeat

$Sea Ltd(SE)$ lol this is like the 5th time news has come out last few weeks about TikTok reentering Indonesia and stock gets smashed each time. Happening again. Interesting to see if govt tries to stop purchase of Tokopedia since TikTok is doing it to skirt the Indonesian ecommerce rules. Even if they dont, i dont think this is going to meaningfully impact SE especially at this valuation. Long

$Sea Ltd(SE)$ SE was encouraged by the weekly close on Friday, seems like an overreaction to the TikTok news , however my cost is around $38/share and am not will to find out how low this can continue going. Will exit if it can't close above $35. Keep it simple especially with markets being up 6 weeks in a row and other name holding up better with less short term headwinds. Frustrating play as of late.

$Sea Ltd(SE)$ Come on... what's the point to invest this company still losing money every year until today?