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 fluctu

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.

$Sea Ltd(SE)$ 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