Jedifruit
2021-08-16

 $Sea Ltd(SE)$ [Happy]

Shopee has become increasingly ubiquitous in Singapore, and in many parts of SEA, during this pandemic.

Given that the Q2 financial period coincided with Phase 2 (heightened alert) in SG, as well as lockdowns in manh of SEA Ltd’s key markets, I am quietly optimistic that SEA will be able to grow revenues Y/Y despite its record results last year.

 I’ve also noticed that Shopee has increased its S&M expenditure during a period where its main competitors (like Lazada) have seemingly reduced advertising. It has many great new partnerships, with amazing merchants such asDon Don Donki

Will this expenditure impact SEA’s bottom line? Or will it finally turn a profit?

Also bear in mind that $Altimeter Growth Corp.(AGC)$- GRAB’s SPAC is hot on its heels. Not to be outdone, Grab has also been enthusiastically pursuing partnerships with many merchants as it fights to become SEA’s #1 superapp!

So who would you buy! Grab or SEA? Comment below :p

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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评论（5）

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  • 河东荷西
    ·2021-08-16
    SE是家不错的公司，如果能够利用好疫情获得不错的发展那是最好的
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  • 来一口汤
    ·2021-08-16
    They will choose SEA and have a greater chance of making profits.
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  • 路人丙钉钉
    ·2021-08-17
    疫情期间，海运应该会有不错的回报
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  • 东营天地人和
    ·2021-08-16
    AGC对SE的挑战还是很大的
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