$Sea (SE.US)$ 最近感觉Shopee有失去动力的感觉，发货时间和商品种类比对手来的差。如果不是一家独大，市场价值会大打折扣。

$Grab Holdings (GRAB.US)$ The excessive initial value at the time of listing is the root of all problems.

$Grab Holdings (GRAB.US)$ I think the real value of the stock is below 2.00