Alibaba vs Sea_老虎社区_美港股上老虎

Alibaba vs Sea

JasonGoh25
2021-11-24

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.

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。

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Tiger_story
·2021-11-24
you ignored one key factors, alibaba has huge market (1.4billion people) while sea can not even reach.⚔️
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- troy并不难:
  nah，baba market is only in China due to political reason , but SEA , the whole world is the market. 1.4 b vs how many, do the math
  2021-11-24
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Jim1995
·2021-11-24
Growth stocks always tend not to grow well.
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Tracccy
·2021-11-25
Like you said, maybe it's a good long-term investment. But when to buy? I don't think the chances will come soon.
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JulianAlerander
·2021-11-25
I think it's time to look at the companies alibaba has invested in. We can follow. That's how we make money. hhh
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BonnieHoyle
·2021-11-25
I couldn't agree with u more. Now that Alibaba is in shape, and its share price hardly moves in a big way. But the other one is different. It has a lot of potential.
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LesleyNewman
·2021-11-25
It depends on the preferences of individual indicators. Those who prefer growth certainly opt for the latter.🤣🤣
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JackJackson
·2021-11-26
Sea is a great company!It has the business of Alibaba and Tencent.Long term bullish on the SEA.
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AgathaHume
·2021-11-25
Another factor is to see if they spend at the same level as Alibaba did when it was successful.
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OlgaRichardson
·2021-11-27
baba is always in my portfolio
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ArcticFox
·2022-02-04
这篇文章不错，转发给大家看
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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. 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But when to buy? I don't think the chances will come soon.","text":"Like you said, maybe it's a good long-term investment. But when to buy? I don't think the chances will come soon.","html":"Like you said, maybe it's a good long-term investment. But when to buy? I don't think the chances will come soon.","likeSize":3,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6716021,"commentId":"6716021","gmtCreate":1637806301402,"gmtModify":1637806301402,"authorId":9000000000000526,"author":{"id":9000000000000526,"idStr":"9000000000000526","authorId":9000000000000526,"name":"JulianAlerander","avatar":"https://static.tigerbbs.com/8c62be93315b6c082196f3b7c6936fb5","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874373219,"objectIdStr":"874373219","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I think it's time to look at the companies alibaba has invested in. We can follow. That's how we make money. hhh","text":"I think it's time to look at the companies alibaba has invested in. We can follow. That's how we make money. hhh","html":"I think it's time to look at the companies alibaba has invested in. We can follow. That's how we make money. hhh","likeSize":3,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6715990,"commentId":"6715990","gmtCreate":1637806141902,"gmtModify":1637806141902,"authorId":9000000000000674,"author":{"id":9000000000000674,"idStr":"9000000000000674","authorId":9000000000000674,"name":"BonnieHoyle","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874373219,"objectIdStr":"874373219","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I couldn't agree with u more. Now that Alibaba is in shape, and its share price hardly moves in a big way. But the other one is different. It has a lot of potential.","text":"I couldn't agree with u more. Now that Alibaba is in shape, and its share price hardly moves in a big way. But the other one is different. It has a lot of potential.","html":"I couldn't agree with u more. Now that Alibaba is in shape, and its share price hardly moves in a big way. But the other one is different. It has a lot of potential.","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6716014,"commentId":"6716014","gmtCreate":1637806247315,"gmtModify":1637806247315,"authorId":9000000000000507,"author":{"id":9000000000000507,"idStr":"9000000000000507","authorId":9000000000000507,"name":"LesleyNewman","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874373219,"objectIdStr":"874373219","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"It depends on the preferences of individual indicators. Those who prefer growth certainly opt for the latter.🤣🤣","text":"It depends on the preferences of individual indicators. Those who prefer growth certainly opt for the latter.🤣🤣","html":"It depends on the preferences of individual indicators. Those who prefer growth certainly opt for the latter.🤣🤣","likeSize":3,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6735649,"commentId":"6735649","gmtCreate":1637937268426,"gmtModify":1637937268426,"authorId":9000000000000192,"author":{"id":9000000000000192,"idStr":"9000000000000192","authorId":9000000000000192,"name":"JackJackson","avatar":"https://static.tigerbbs.com/fa6573a1b694657945755b8b1d9f4828","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874373219,"objectIdStr":"874373219","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Sea is a great company!It has the business of Alibaba and Tencent.Long term bullish on the SEA.","text":"Sea is a great company!It has the business of Alibaba and Tencent.Long term bullish on the SEA.","html":"Sea is a great company!It has the business of Alibaba and Tencent.Long term bullish on the SEA.","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6716040,"commentId":"6716040","gmtCreate":1637806402935,"gmtModify":1637806402935,"authorId":9000000000000724,"author":{"id":9000000000000724,"idStr":"9000000000000724","authorId":9000000000000724,"name":"AgathaHume","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874373219,"objectIdStr":"874373219","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Another factor is to see if they spend at the same level as Alibaba did when it was successful.","text":"Another factor is to see if they spend at the same level as Alibaba did when it was successful.","html":"Another factor is to see if they spend at the same level as Alibaba did when it was successful.","likeSize":3,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6737463,"commentId":"6737463","gmtCreate":1637944577678,"gmtModify":1637944577678,"authorId":9000000000000443,"author":{"id":9000000000000443,"idStr":"9000000000000443","authorId":9000000000000443,"name":"OlgaRichardson","avatar":"https://static.tigerbbs.com/6bd165356ff99dd0164f5ba3bbbb58d5","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874373219,"objectIdStr":"874373219","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"baba is always in my portfolio","text":"baba is always in my portfolio","html":"baba is always in my portfolio","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7229472,"commentId":"7229472","gmtCreate":1643966891107,"gmtModify":1643966891107,"authorId":3504600959963069,"author":{"id":3504600959963069,"idStr":"3504600959963069","authorId":3504600959963069,"name":"ArcticFox","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874373219,"objectIdStr":"874373219","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","html":"这篇文章不错，转发给大家看","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

Alibaba vs Sea

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