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Hi, mooers!![]()
On March 20, the Federal Reserve stuck to its current interest rates, triggering a surge that sent US stocks and gold to new heights. Their dot plot still shows three rate cuts this year, and Powell hinted that a reduction in the Fed's balance sheet could be coming soon. Find out more>>
What's more, the chance of a rate cut in June, according to federal funds rate futures, has jumped to about 70% from 50% earlier in the we...
On March 20, the Federal Reserve stuck to its current interest rates, triggering a surge that sent US stocks and gold to new heights. Their dot plot still shows three rate cuts this year, and Powell hinted that a reduction in the Fed's balance sheet could be coming soon. Find out more>>
What's more, the chance of a rate cut in June, according to federal funds rate futures, has jumped to about 70% from 50% earlier in the we...
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就是爱说
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$Sea (SE.US)$ sea's market in Southeast Asia has far surpassed jd.com and pdd holdings, and it will surpass Alibaba and sea's major shareholder Tencent if it doubles.
However, pdd's GMV is twenty times that of sea. The number of sea's users is also boosted by various advertising subsidies, with a large number of users and extremely low per capita consumption. E-commerce is not just about the number of users, it's also about purchasing power. For example, in e-commerce statistics, both myself and Wang Sicong count as one person, but Wang Sicong's purchasing power exceeds mine by more than ten thousand.
sea money has been hyped up as the equivalent of Alipay, which is completely exaggerated. Sea has obtained a payment license in Singapore, but there is no application scenario for sea money in Singapore. Singapore mainly uses PayPal, Grab Pay, and PayNow QR codes. I have never seen anything about sea money. When buying things on Shopee, you have to transfer money from the bank to sea money first, and then use sea money to make the payment. All the shopping transactions are counted as sea money transactions. Can statistics still be manipulated like this? Isn't this deceiving people?
I do not deny that sea is a great company, but its current valuation is a bit high. It hasn't achieved corresponding results yet, but it's being hyped up as if it has. When the stock price rises, it's hyped up, and when it falls, it's criticized.
Besides, the moat of e-commerce is not deep enough and the customer retention is insufficient. Shopee is just paving the way, and it's unknown whether there will be other competitors in the future. Look at Alibaba, which is under pressure from jd.com and pdd.
sea faces serious policy risks in Taiwan. Sea money has already been stopped in Taiwan because the Taiwanese authorities say that Tencent is sea's major shareholder. It's unknown whether Taiwan will target sea in the future due to the background of the management and mainland Chinese capital. Sea also faces serious policy risks in India, where all large Chinese apps have been banned because of sea's background. If India targets sea, it wouldn't be surprising.
sea's best assist right now is the pandemic. The more severe and prolonged the pandemic in Southeast Asia, the more advantageous it is for sea. A never-ending pandemic is the biggest bullish factor for sea. Although it sounds inhumane, it's the reality! Once the pandemic disappears, it will be the biggest bearish factor for Shopee. Many people will still go to shopping malls to shop, reducing purchases on Shopee. After all, the logistics from China to Southeast Asia is just too slow. Who doesn't want to inspect the goods in person and receive them instantly?
However, pdd's GMV is twenty times that of sea. The number of sea's users is also boosted by various advertising subsidies, with a large number of users and extremely low per capita consumption. E-commerce is not just about the number of users, it's also about purchasing power. For example, in e-commerce statistics, both myself and Wang Sicong count as one person, but Wang Sicong's purchasing power exceeds mine by more than ten thousand.
sea money has been hyped up as the equivalent of Alipay, which is completely exaggerated. Sea has obtained a payment license in Singapore, but there is no application scenario for sea money in Singapore. Singapore mainly uses PayPal, Grab Pay, and PayNow QR codes. I have never seen anything about sea money. When buying things on Shopee, you have to transfer money from the bank to sea money first, and then use sea money to make the payment. All the shopping transactions are counted as sea money transactions. Can statistics still be manipulated like this? Isn't this deceiving people?
I do not deny that sea is a great company, but its current valuation is a bit high. It hasn't achieved corresponding results yet, but it's being hyped up as if it has. When the stock price rises, it's hyped up, and when it falls, it's criticized.
Besides, the moat of e-commerce is not deep enough and the customer retention is insufficient. Shopee is just paving the way, and it's unknown whether there will be other competitors in the future. Look at Alibaba, which is under pressure from jd.com and pdd.
sea faces serious policy risks in Taiwan. Sea money has already been stopped in Taiwan because the Taiwanese authorities say that Tencent is sea's major shareholder. It's unknown whether Taiwan will target sea in the future due to the background of the management and mainland Chinese capital. Sea also faces serious policy risks in India, where all large Chinese apps have been banned because of sea's background. If India targets sea, it wouldn't be surprising.
sea's best assist right now is the pandemic. The more severe and prolonged the pandemic in Southeast Asia, the more advantageous it is for sea. A never-ending pandemic is the biggest bullish factor for sea. Although it sounds inhumane, it's the reality! Once the pandemic disappears, it will be the biggest bearish factor for Shopee. Many people will still go to shopping malls to shop, reducing purchases on Shopee. After all, the logistics from China to Southeast Asia is just too slow. Who doesn't want to inspect the goods in person and receive them instantly?
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$Futu Holdings Ltd (FUTU.US)$ Go for it, today's the day to increase positions.
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就是爱说
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$KraneShares CSI China Internet ETF (KWEB.US)$ m new here, any idea why it’s down today?
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$Futu Holdings Ltd (FUTU.US)$ Currently, the turnover rate is less than 2%. It is now part of the land price by land volume. Signs of bottoming out.
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$Futu Holdings Ltd (FUTU.US)$ Today is suitable for adding positions.
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就是爱说 mr_cashcow : Interest on buying US Treasury bonds requires the US government to pay 30% tax. If the annualization is 5%, this is equivalent to only 3.5%.
就是爱说 : Interest earned on buying US Treasury bonds is taxed at 30% to the US government. An annualized 5% is equivalent to only 3.5%.