$Sea Ltd(S_老虎社区_美港股上老虎

2021-09-09

$Sea Ltd(SE)$Been watching this stock since 2019 ever since I started to shop on the app when it was less publicised. Always wondered why the app is able to give so much discount as compared to shops outside and whether the discount would be sustainable in the long run while fighting for market share.

Kind of reminded myself back in those day when I used Grab so much because it was so cheap and then when they managed to squeeze Uber out, the pricing does not seem as competitive anymore. Would we see the same in the future if other e-commerce players are squeezed out and less brick and mortar store since we choose online cheaper options that are subsidised. Maybe our future self is paying for all these subsidies [笑哭]

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

布莱登森林
2021-09-11
布莱登森林
The profit model of Internet enterprises, now occupy the market at a low price, and then take advantage of the monopoly, profit, there is no free lunch
老夫的少女心_
2021-09-10
老夫的少女心_
东南亚小腾讯，可不是浪得虚名的，不可小觑，就算你现在不认同他，后面也会认同他。
七色祥云6
2021-09-11
七色祥云6
Now e-commerce early to seize the market is to rely on strong subsidies to burn money for the market.
纯天然绿色学渣
2021-09-11
纯天然绿色学渣
这是现在的互联网企业的盈利模式，现低价占领市场，然后利用垄断地位，获取利益，天底下没有免费的午餐
哎呀呀小伙子
2021-09-10
哎呀呀小伙子
补贴这种路数又不是他首创，也不会在他这里结束，后期成本肯定还是要转嫁到大伙的头上。
揭人不揭短
2021-09-10
揭人不揭短
这个股很厉害了，把阿里的小弟弟都干掉了。

发表看法

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