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.

Comments

  • IrmaBurke
    2022-03-07
    IrmaBurke
    过快的扩张并不是一件好事。至少对Sea来说，目前不是一件好事。
    • ss666: 
      不只是目前。告诉我Shopee和其他游戏形式有什么不同，告诉我Garena游戏和其他游戏有什么不同，为什么我应该选择Shopee墙而不是其他游戏。
    • IrmaBurkeReplyss666: 
      海似乎没有意识到问题的严重性。也有可能他们意识到了这一点，但对自己能够成功充满信心。
    • ss666: 
      我也做了海底捞所用的同样错误的类比。同样的膨胀问题。海底捞现在怎么样了，他们必须停止驱逐计划。如果SE停止膨胀，你猜怎么着…
    • ss666ReplyIrmaBurke: 
      他们停不下来。在本地你可以看Qoo10，当它停止时，它就死了。游戏也是一样，海必须拿出一大笔钱来引进好的代表。那么付款，市场为什么要信任他们？
  • MurrayBulwer
    2022-03-08
    MurrayBulwer
    Perhaps these expansions are in line with sea's globalization or diversified layout strategy?
    • MurrayBulwerReplyss666: 
      That's true. Perhaps Sea is confident that they can get through this difficult period well.
    • 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.
  • NinaEmmie
    2022-03-07
    NinaEmmie
    Your analysis makes sense. excellent! We should pay attention to the value of the stock itself, not blindly follow it.
  • ss666
    2022-03-07
    ss666
    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.
  • Money snake
    2022-03-07
    Money snake
    well said. the cons of cash burning at all expense
  • SheldonT
    2022-03-08
    SheldonT
    Nice
Leave a comment