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2021-11-25

回复 @iagenx:agreed//@iagenx:$Alibaba(BABA)$ is not just a Value stock. It has growth Businesses embedded within the value. cloud is growth, trendyol and lazada are both growing

@JasonGoh25：Alibaba vs Sea

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It has growth Businesses embedded within the value. cloud is growth, trendyol and lazada are both growing</body></html>","htmlText":"<html><head></head><body>\n回复 <a href=\"https://laohu8.com/U/3569842336366320\">@iagenx</a>:agreed//<a href=\"https://laohu8.com/U/3569842336366320\">@iagenx</a>:<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> is not just a Value stock. It has growth Businesses embedded within the value. cloud is growth, trendyol and lazada are both growing</body></html>","text":"回复 @iagenx:agreed//@iagenx:$Alibaba(BABA)$ is not just a Value stock. It has growth Businesses embedded within the value. cloud is growth, trendyol and lazada are both growing","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/874525964","repostId":874373219,"repostType":1,"repost":{"magic":2,"id":874373219,"tweetId":"874373219","gmtCreate":1637735813133,"gmtModify":1637803526355,"author":{"id":3556187697709281,"idStr":"3556187697709281","authorId":3556187697709281,"authorIdStr":"3556187697709281","name":"JasonGoh25","avatar":"https://static.tigerbbs.com/4dd2b8a22b6fcf504a54d60127ab584c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":137,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"Alibaba vs Sea","extraTitle":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a><a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Many people discussing about this 2 companies. No doubt that their business model may be similar, but their financials are not and I think the valuations used for the both companies should be different. The argument between Alibaba or Sea feels like a argument between value (Alibaba)&nbsp;and growth (Sea).&nbsp;Many people view Sea as a high growth company, in which I think so too. Their growth is definitely higher than Alibaba. However, their ROE &amp; ROA are still in a negative territory. Sea's revenue was 2.69B whereas Alibaba's revenue was 32.20B. So I would say it's really not fair to both companies if you compare them using the same metrics.&nbsp;Although Alibaba is also \"technically\" a ecommerce company, I think they're moving more towards a value stock. For Sea, obviously a growth stock with plenty of room to grow.&nbsp;So... I think Sea is a great company for growth investors. Alibaba, a great company for value investors.&nbsp;Again, just my 2 cents.&nbsp;</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a><a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Many people discussing about this 2 companies. No doubt that their business model may be similar, but their financials are not and I think the valuations used for the both companies should be different. The argument between Alibaba or Sea feels like a argument between value (Alibaba)&nbsp;and growth (Sea).&nbsp;Many people view Sea as a high growth company, in which I think so too. Their growth is definitely higher than Alibaba. However, their ROE &amp; ROA are still in a negative territory. Sea's revenue was 2.69B whereas Alibaba's revenue was 32.20B. So I would say it's really not fair to both companies if you compare them using the same metrics.&nbsp;Although Alibaba is also \"technically\" a ecommerce company, I think they're moving more towards a value stock. For Sea, obviously a growth stock with plenty of room to grow.&nbsp;So... I think Sea is a great company for growth investors. Alibaba, a great company for value investors.&nbsp;Again, just my 2 cents.&nbsp;</body></html>","text":"$Alibaba(BABA)$$Sea Ltd(SE)$ Many people discussing about this 2 companies. No doubt that their business model may be similar, but their financials are not and I think the valuations used for the both companies should be different. The argument between Alibaba or Sea feels like a argument between value (Alibaba) and growth (Sea). Many people view Sea as a high growth company, in which I think so too. Their growth is definitely higher than Alibaba. However, their ROE & ROA are still in a negative territory. Sea's revenue was 2.69B whereas Alibaba's revenue was 32.20B. So I would say it's really not fair to both companies if you compare them using the same metrics. Although Alibaba is also \"technically\" a ecommerce company, I think they're moving more towards a value stock. For Sea, obviously a growth stock with plenty of room to grow. So... I think Sea is a great company for growth investors. Alibaba, a great company for value investors. Again, just my 2 cents.","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/874373219","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SE","BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":810,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":658,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09988","BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":153,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/874525964"}