The reviews seems bias towards SEA…. How do we compare SEA with its Giant Competitors like Alibaba who is beaten badly recently in the valuation and growth… if they are staying away from BABA then what is the chances of SEA winning If giant like BABA is beaten on the stock price ?….
Why the analyst are predicting a low growth rate for BABA< 10%? If the Cloud & e-commerce growth rate of BABA not going to do well next 5 years… then will the other same industry stocks even US market like Amazon, MSFT, Google, going to?