$Sea Ltd(S_老虎社区_美港股上老虎

2021-11-22

$Sea Ltd(SE)$find myself buying less things on Shopee compared to last year, maybe I got most of the things I wanted already, how about you? The market will come to saturation point.

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精彩评论

KYHBKO
2021-11-24
KYHBKO
market saturation is one of the reasons though there is room for e-commerce. let's monitor.
- KYHBKO回复AhEr:
  there is always money to be make in the different markets. we need to choose our battles, based on our risk rewards tolerance and understanding of the companies we invest in
- AhEr:
  Sadly investors are not excited about recurring business anymore but looking at exponential growth which is hard to achieve without burning money and expanding business to new markets.
Alconies
2021-11-23
Alconies
Still spending alot on shopee but their discounts are alot lesser these days. Still cheaper for most household items tho..
Average_JoeS
2021-11-23
Average_JoeS
People are buying 1 can of coke for $0.10. if there were 100,000 transaction, Who sponsored that?
dorbymiao
2021-11-27
dorbymiao
Promotion and discount eat into profit . In order for Shopee to start making money, they have to cut down on promotion eventually. So… consumer will not spend. E.g. Uber vs. Grab
Average_JoeS
2021-11-23
Average_JoeS
During 10.10, i got 80 transaction for free and free shipping. Go figure out andndont be blinded by the transaction. Profitability matters.

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