$Sea Ltd(S_老虎社区_美港股上老虎

2021-12-02

$Sea Ltd(SE)$虽然sea粗略一看几个business都很有前景，但是Garena的体量已经很大，增长不会太快；电商看上去增长快，但是根本不赚钱，用shopee的都知道，每个国家的市场里可能有80%都是中国的seller，大多数在shopee上买的图的是价格便宜，比如几块钱买个手机壳，这方面根本就赚不了钱，每年的支出也很大一部分是shopee的各种补贴，放眼看去做电商的巨头，有几个是真的是靠电商来赚巨额利润的？基本没有。他的digital wallet可能在印尼那些没有很好移动支付系统的国家还有人用，在新加坡还真没见什么人用，因为digital payment太多种了，没任何优势。

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。

精彩评论

灌饼高手00
2021-12-03
灌饼高手00
总市值 1,448亿流通市值 836亿总股本 5.55亿流通股本 3.20亿 52周最高 372.70 52周最低 178.80 市盈率 -69.26 市净率 18.60 股息 0 股息收益率 0.00% ROA -7.31% ROE -45.47% 每股收益 -3.77，经营数据说实话，还真的一般。
玉米地里吃亏
2021-12-03
玉米地里吃亏
数字娱乐(专注于在线游戏)、电子商务和数字金融服务(专注于电子钱包服务)，每个业务都能满足GSEA的独特需求，这些主业你都看看你就不会有这样的结论了。
迪士尼迪斯尼
2021-12-03
迪士尼迪斯尼
基本面怎么样不重要，只要华尔街的资金看得上就可以了。
梅川洼子
2021-12-03
梅川洼子
我不懂这个公司的业务模式，只是猜测，这个公司或许人家的电商只是引流呢？
弹力绳22
2021-12-03
弹力绳22
新加坡不具有参考意义，现在中国大陆虾皮的市占率都在蹭蹭的涨。
哎呀呀小伙子
2021-12-03
哎呀呀小伙子
东南亚小腾讯，可不是浪得虚名的，你再深入的研究一下。

发表看法

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