$Sea Ltd(SE)$ amount of compet

2024-11-11

$Sea Ltd(SE)$ amount of competition in Asia is intense. Being a Southeast Asia powerhouse, eroding margins and pricing wars are huge concerns not to be belittled. Investors tend to paint a rosy picture of the company using its gaming platform for leverage, nonethelss wouldnt be too optimistic abt this.

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Stirling
2024-11-12
Stirling
兄弟，Sea在其第二季度指引中“預計Shopee將在2024年第三季度報告正調整後EBITDA，因爲其在東南亞的強大市場份額、廣告接受率的提高以及物流效率的提高。Sea Limited正專注於提高其廣告接受率，目前低於行業平均水平。該公司已經取得了積極成果，2024年第二季度支付廣告費用的賣家同比增長20%。廣告貨幣化的改善預計將在即將報告的季度繼續使公司受益。SE還受益於物流運營需求的增長，這進一步降低了訂單成本。在其快遞平臺SPX Express的推動下，這可能會改善客戶體驗。”
順勢而爲。

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