Author Topic: SE - Sea Limited ADR  (Read 17875 times)

rohitc99

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Re: SE - Sea Limited ADR
« Reply #40 on: December 04, 2020, 09:18:42 AM »
Approved for digital banking license in Singapore. Stock back to tiger by the tail mode.

can you expand more on what you mean by 'stock back to tiger by the tail mode' ?


rkbabang

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Re: SE - Sea Limited ADR
« Reply #41 on: December 04, 2020, 09:21:25 AM »
Approved for digital banking license in Singapore. Stock back to tiger by the tail mode.

can you expand more on what you mean by 'stock back to tiger by the tail mode' ?

I assume he means that it is up almost 10% just today and is hard to catch a good price.

Gregmal

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Re: SE - Sea Limited ADR
« Reply #42 on: December 04, 2020, 09:22:46 AM »
Yea. Very volatile and not as liquid as you'd expect a $100B company to be.

rohitc99

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Re: SE - Sea Limited ADR
« Reply #43 on: December 04, 2020, 09:23:59 AM »
Yea. Very volatile and not as liquid as you'd expect a $100B company to be.

thanks

formthirteen

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Re: SE - Sea Limited ADR
« Reply #44 on: December 04, 2020, 09:28:45 AM »
P/S 23.98. This is one of those stocks that I've forced myself to buy multiple times :-[ I call this a bubble. When will the music stop?

Gregmal

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Re: SE - Sea Limited ADR
« Reply #45 on: December 04, 2020, 09:59:05 AM »
Not advice, but simply what I try to do; trade your way into a bit of a cushion. Everyone is always worried about the bubble bursting. The earlier you get in, the better, then just manage it and derisk as you go. Bubble could burst today and in something like CRSP for instance, I could lose everything Ive got currently in the name and still have nearly 7x my initial investment. Take the initial stake(ideally a smallish sized position), trim aggressively until you recoup your capital, and buy the dips with discipline. Worst thing that happens is you lose your allocation if it goes to 0. SE aint going to 0.

valueinvestor

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Re: SE - Sea Limited ADR
« Reply #46 on: December 06, 2020, 02:18:07 PM »
P/S 23.98. This is one of those stocks that I've forced myself to buy multiple times :-[ I call this a bubble. When will the music stop?

Just to cherry-pick your post.

Other than regulation - Singapore and South East Asia countries are much more swift with policy changes for the people. I find P/S almost as useless as SSS - as it's an oversimplification.

Ironically, let me explain via oversimplification  -

Consider a 20B company generating 1B in revenues - 20x sales.

If it's highly innovative and has great economics that becomes greater over time, then I think we can say it's net margin could be 60%. Especially considering large tech sporting 20-30% net margins.

Only a 33x P/E. At 40% net margins - 50x earnings. At 20% net margins - 100x earnings. For a business that's growing 100% y-o-y, you can decide what's fair. Of course, they're buying their sales but they are paid back in full within months.

Here's an interesting take from a local.

https://seekingalpha.com/article/4391750-shopee-perspective-from-indonesia







arcube

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Re: SE - Sea Limited ADR
« Reply #47 on: December 06, 2020, 07:51:30 PM »
Excellent piece.

P/S 23.98. This is one of those stocks that I've forced myself to buy multiple times :-[ I call this a bubble. When will the music stop?

Just to cherry-pick your post.

Other than regulation - Singapore and South East Asia countries are much more swift with policy changes for the people. I find P/S almost as useless as SSS - as it's an oversimplification.

Ironically, let me explain via oversimplification  -

Consider a 20B company generating 1B in revenues - 20x sales.

If it's highly innovative and has great economics that becomes greater over time, then I think we can say it's net margin could be 60%. Especially considering large tech sporting 20-30% net margins.

Only a 33x P/E. At 40% net margins - 50x earnings. At 20% net margins - 100x earnings. For a business that's growing 100% y-o-y, you can decide what's fair. Of course, they're buying their sales but they are paid back in full within months.

Here's an interesting take from a local.

https://seekingalpha.com/article/4391750-shopee-perspective-from-indonesia


Gregmal

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Re: SE - Sea Limited ADR
« Reply #48 on: December 09, 2020, 02:50:54 PM »
52 Week high and they tap the equity markets.

valueinvestor

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Re: SE - Sea Limited ADR
« Reply #49 on: December 09, 2020, 06:05:18 PM »
and the flywheel continues