CORRECTING and REPLACING – Weyland Tech Inc. Weyland Tech’s AtozGo and Sea Limited’s ShopeePay Launch Co-Marketing Campaign for Food Delivery Service in Jakarta, CEO’s of Jumia, Alibaba, Weyland Tech, and Shopify Discuss New Global Trends in E-Commerce, Mobile Payments & Accelerating, Sea Limited to Report Second Quarter 2020 Results, Specialty Pharma, Telemedicine, Mobile Shopping & E-Wallets, Augmented Reality & Virtual Tradeshows. My short answer is yes. Digital banking license is also on its way. Pony Ma is just a phone call away and there will never be a lack of ideas for gaming content. } The cash from Garena can then acquire more users to Shopee. They are synthesizing the social and video features of Facebook and TikTok onto their shopping platform. Let's conquer your financial goals together...faster. This gives you a sense of how much future value we can capture. (function() { Within the Southeast Asia region, Indonesia and Vietnam has the highest expected growth followed by Philippines and Thailand. Gross profits are about US$600 million in 2019. The question then is how long? The more active users you have on the platform, the higher the number of paying users there should be. But it is more or less…, Hi Chang, Alibaba is greatly undervalue compared to Amazon. That’s why Shopee is moving towards social user experience and videos rather than just a marketplace for people to buy/sell goods. Your email address will not be published. Sellers can do livestreaming selling on “Shopee Live”. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. This high growth stock has surpassed DBS to become Singapore’s most valuable company. The company has a market capitalization of $78.04 Billion. That is about 25% of Southeat Asia’s GMV in 2019. As for their cash balance, they have a huge pile of it. Good pick on Alibaba, Hi Chang, thanks for the good read! E-commerce platforms and food delivery is a highly competitive, throat-cutting price-war game. It is also the highest-grossing mobile game in both Latin America and Southeast Asia. Here Are 4 of the Fastest-Growing Stocks to Buy Now, Worlds Hottest Stock Gains Another 9% After Doubling Revenue, Seas Pandemic Surge Is Currency for Some Bold M&A, Sea Limited (SE) Q2 2020 Earnings Call Transcript, Sea Limited Reports Second Quarter 2020 Results, SoftBank Bets $3.9 Billion on U.S. Giants From Amazon to Tesla, Why Sea Limited Stock Popped 5% Ahead of Earnings. However, I didn't think Garena could grow fast enough to offset those Shopee losses. CEOs of ServiceNow, Weyland Tech, CloudMD, and Jumia Discuss Innovation in Cloud, Telemedicine, AI, Ecomm & Fintech: “NEXT SUPER STOCKS” on the move: CEO’s of WEYL, DOCRF, NEXCF, PMEDF discuss latest advances in Telemedicine, E-Commerce, Sea Limited Reports Second Quarter 2020 Results. This, in turn, attracts more users. Sea Limited was founded in 2009 and is headquartered in Singapore. In Singapore, Shopee has the highest web visits in Q2 2020 but came in 3rd for Q1 2020. The expected earnings per share for the stock is -$0.52. To put things into perspective, I did a price comparison of SE to other platform businesses. forms: { Not to mention the 1 billion unbanked in Asia. It is only recognised over the lifespan of the virtual item or upon consumption of the virtual item. Sea is firing on all 3 cylinders and it is charging ahead at full throttle speed. It provides Garena digital entertainment platform for users to access mobile and PC online games, as well as eSports operations; and access to other entertainment content, such as livestreaming of gameplay and social features , such as user chat and online forums. Additionally, Sea Limited also do purchase products from manufacturers and third-parties to resell them directly on Shopee’s platform. SeaMoney earns its revenue also from the volume of payment transactions. Both Garena and Shopee has been showing strong healthy growth rates in user base. The total revenue for the 3 Singapore banks in 2019 is about $35 billion. This is contrast with the world’s average of 2%. If you believe in Southeast Asia, like Grab, EDB or UOB, Sea Limited (SE) is the stock to own. Investing in These Growth Stocks Could Make You Rich, Copyright, Trademark and Patent Information. })(); Join our growing community to learn more about money, investing and financial freedom. CEO’s of NEXT SUPER STOCK. Some of their products include AirPay, ShopeePay and ShopeePayLater. Kiplinger's Weekly Earnings Calendar (8/17-8/21): HD, NVDA, TGT. Since it is an international stock, it simply hasn’t received the same exposure as other tech stocks have lately. Example of it could be spending all the money to attract users shopping on Shopee. Sea Limited Sponsored ADR (SE) Gains But Lags Market: What You Should Know Oct 05 / Zacks.com - Paid Partner Content 3 Game-Changing Stocks to Buy and Hold for the Next 20 Years They are the market leader in Taiwan and Indonesia is a huge market for them due to the population size. Sea Limited is an Internet platform provider. 1 Fusionopolis Place A higher GMV indicates more sellers, more goods or either that more high-ticket items. These 3 Great Stocks Can Make You Rich, 3 Top Video Game Stocks to Buy in October, The 21-Day Exponential Moving Average: Why This Is Your New Edge, Sea Limited Sponsored ADR (SE) Gains But Lags Market: What You Should Know, 3 Top E-Commerce Stocks -- Not Named Amazon, Got $3,000 and Under 30? Garena has been around since 2009 and they are a global game developer and publisher. } Is Sea Limited (NYSE:SE) Potentially Undervalued? See you at the top! It is a good sign that marketing expenses are slowly declining over the years. You have come a long way since starting out. Save my name, email, and website in this browser for the next time I comment. Then you have Indonesia which has its own dedicated section of Islamic products and services catered to the Muslim market. Digital Financial Services and their middleman business makes up a small part of the group’s total earnings. In short, I underestimated Shopee's ability to hold the line against Alibaba and Lazada. Returns as of 10/17/2020. In other words, my bias toward "adjusted" metrics prevented me from fully appreciating the company's underlying strengths. They started off with the mobile app first before creating the web version of it. This measures how many years can the company sustain before requiring another financing again. In addition, it offers SeaMoney digital financial services to individuals and businesses, including e-wallet and payment services AirPay, ShopeePay, ShopeePayLater, and other digital financial services brands; and payment processing services for Shopee. Find real-time SE - Sea Ltd stock quotes, company profile, news and forecasts from CNN Business. Sea Limited is a great stock to add largely because it has been flying under the radar for many U.S. investors. In e-Commerce, the number of people buying/selling items online has tripled from 2015 to 150 million in 2019. So how did the difference of US$1 billion+ reconcile? The company was formerly known as Garena Interactive Holding Limited and changed its name to Sea Limited in April 2017. Sea Limited has a massive amount of user data and this gives them unrivalled insights as compared to its contenders. I believe Garena would continue to develop more games like Free Fire. With many analysts covering the large-cap stock, we may expect any price-sensitive announcements have already been factored into the stock’s share price. None have rated the stock as Underweight. Why Sea Ltd (SE) Stock is a Compelling Investment Case, How Singapore Nurtured Foreign Trio Who Became Billionaires, Why Sea Limited Stock Was Gaining Again Today, Worlds top large-cap stock crushes short-sellers and it has nothing to do with making electric cars or iPhones, The Worlds Hottest Stock Is a Money-Losing Tech Giant Soaring 880%, Sea Limited to Report Second Quarter 2020 Results, Sea Ltd (SE) Benefits from Blazing Gaming Growth, Sea Limited Sponsored ADR (SE) Gains As Market Dips: What You Should Know, Sea Limited Sponsored ADR (SE) Stock Moves 0.17%: What You Should Know, Sea Limited Sponsored ADR (SE) Stock Sinks As Market Gains: What You Should Know, Why Sea Limited Stock Was Pulling Back Today, Indonesian e-tailer Bukalapak turns street sellers into banking agents. Leo is a tech and consumer goods specialist who has covered the crossroads of Wall Street and Silicon Valley since 2012. Were Hedge Funds Right About Piling Into Sea Limited (SE)? CEO’s of NEXT SUPER STOCK, Fintech, Telemedicine, Artificial Intelligence, Augmented Reality  & Virtual Tradeshows. Sea serves customers worldwide. First is the number of users and second is the level of user engagement. High user base leads to higher chance of user engagement which in turns lead to higher revenue. This is completely normal in high-growth companies, especially in the platform market. Sea Limited knows what people wants and they are smart to catch on social trends to retain users and boost engagement. The priority for them is not profitability in the early years, it is building up the user base and platform to create a strong network effect. Anyway,…. Gaming is from Tencent, e-commerce is from Alibaba and payment is from both WeChat and AliPay. In July 2020, 45% of gross orders in Indonesia was paid using SeaMoney’s mobile wallet services. Monetization rate should overtime catch up with the cash burn rate. Yue sin this is a very good post. Ideally, it should come to a point where the brand and network effect becomes so strong that the cost of acquiring user becomes free. SeaMoney offers e-wallet payment services, payment processing, micro-lending and credit lending. About 150 million Southeast Asians will turn 15 over the next 15 years. I have made the mistake of over-worrying on unprofitable cash-burning businesses. Monetization rate has been ramping up steadily across the quarters. Its main competitor is Alibaba's (NYSE:BABA) Lazada. (e.g. Sea (NYSE:SE) Has Debt But No Earnings; Should You Worry? Sea offered direct exposure to those two markets, and it wasn't hampered by a big online advertising division and other macro-sensitive businesses. Though most of them were raised from equity financing rather than organic cash generation. Cumulative Growth of a $10,000 Investment in Stock Advisor, 4 Reasons I Was Wrong About Sea Limited’s Stock @themotleyfool #stocks $SE $BABA, Forget Bitcoin: Here Are 3 Stocks You Should Buy Instead, 3 Top Video Game Stocks to Buy in October, 3 Top E-Commerce Stocks -- Not Named Amazon, Got $3,000 and Under 30?

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