SE

loveinthesun1

The issue is that the "overcapacity" is created by government subsidies targeted to develop these industries in China which will eventually disappear. China is not even cheap to manufacture in anymore and even Chinese corporations have been offshoring to SE Asia since at least 10 years ago. I used to work in manufacturing and now work in private credit financing for AxJ companies. Anyone telling me that Chinese companies are more efficient has got to be delusional. Governments spend money on whatever the party tells them to at the time. Even Chinese people living in China prefer to drive Japanese cars than Chinese ones for a reason.

nash111111

FUCK THÈSE POSTS … leading average joe to believe this is the norm not the exception

bawtatron2000

oh I've had a few dogs in my day, and still have a couple to unload. Could I interest you in any discount PYPL, SE, NTLA? I'll throw in a junior bacon cheeseburger at no cost.

The_Hindu_Hammer

I saw an article about TikTok raising ad rates in SE Asia and I suppose it gives Shopee room to raise their rates as well.

AluminiumCaffeine

SE up 7%? Dont see any great news yet

Mizunomafia

Think you'll find there are several borsen SE. You mean the Danish SE.

ahhh_ennui

Same! I live in SE MI. I see alllll kinds of exotic vehicles, prototypes, etc from domestic and foreign manufacturers. I really expected the Cybertruck to be a fairly common sight by now. Nary a one.

tarrat_3323

i think the 12 mini is the new SE. i’ve been using the 12 mini for a few years now and find it hits the same point as the old SE.

Captaingrass

You need to elaborate more. Like mentioning that they are primarily aimed at SE markets( Malaysia, Thailand and China...). Or explain why the extreme increase in value? I dont see them drastically improving their margins or debt levels, both of which remain about the same. Yes, revenue has increase on average 20% in the last 2 years, but would it really justify 260% gains? Like, there's either a hidden story here, or its overvalued

AlexRyang

I bought the 2020 SE, which is the cheap model in the US back in 2020, and it was still close to $700 at that point, which I thought was ridiculous.

07bot4life

> I have been waiting for new Iphone SE for eons Man I'd buy it in a heart beat.

AyumiHikaru

Just refresh the cheap model I have been waiting for new Iphone SE for so long

tylermm03

The iPhone SE still has Touch ID

Wise-Hippo6088

Surface level stuff. Ever in SE Michigan, hmu. Ill break out some willetts and some non released HH. You'll never recover financially.

covid03

SE having a short squeeze soon.

covid03

SE short squeeze soon.

wsb-legatus-goodman

>REG - J.P. Morgan SE - Stabilisation Notice The fuck is that supposed to mean? 

OpportunityGold4054

I like SE Sea Ltd for a turnaround play, NU, MELI, ELF, CAVA, NOW, in addition to many others listed here.

venzire

$SE goes $58.64 tomorrow, can’t banbet 

ThunderBobMajerle

I havent bought an iphone in 4 years, rocking the SE. So I guess Im not a basic human

venzire

Why is $SE down?

TheDudeHuge

Commenting for visibility on your post. I have the same feelings / questions as you do, and am also from SE USA

ThenThereWasThisNow

Mine is a mini countryman SE which isn't the most efficient but I got a great deal 2yrs old for $25k before used car prices went crazy and it's still fun and fast when I want it to be but also very efficient when used mix in town and roadtrips. So far lifetime ownership about 18k miles 2 years is 46mpg+

badgebruce

Investor's are wall street gamblers, remember? SE crowd says the profits should go to SE.

MysteriousMarauder

Nakiki SE (WDL1 in Frankfurt) up +10.344% today - who knows more? Started trading yesterday after a 3 months break / takeover / shell deal...

Personal_coach

$SE break out and long run way🚀💸

DeliciousGorilla

Don't worry, I've only lost $4k on this stock (SE).

Personal_coach

$SE breakout 🚀but market weak. Easy calls 📞 easy money 

SirGlass

That was exactly my point when I said ICE vehicles will be around for a LONG time, everyone kept saying how in the USA and Europe demand for oil may have peaked Ok but like you said what about india , africa , SE asia ?

SirGlass

Oil is an international market , its not only USA, Europe driving oil. Even if USA / Europe oil has peaked and is in decline there is still Africa , India , China , SE Asia where demand is still growing

sportspadawan13

Guam. People from SE Asia who have nice beaches galore vacation there and love it

komhstan13

Streaming growth has been insane YOY, especially in Latam/SE Asia

GirlGenius26

It’s all about Tilray right now! 🚀🚀🌕 [15,420 TLRY shares! 💎🙌🏼🚀🌕](https://imgur.com/gallery/SE2Mc33)

GirlGenius26

[15,420 shares of TLRY and counting!](https://imgur.com/gallery/SE2Mc33) TLRY MOON!! 🚀🚀🚀🌕

GirlGenius26

ALL IN on Irwin! TLRY MOON 🚀🚀🚀🌕 [15,420 TLRY shares @ $4.32](https://imgur.com/gallery/SE2Mc33)

GirlGenius26

Is it Monday yet?! Open the casino! 😭 New goal: 16,000 Tilray shares Current status: 15,420 [15,420 @ $4.32](https://imgur.com/gallery/SE2Mc33) TLRY MOON!! 🚀🚀🚀🌕

dr_tardyhands

I think their point is that those were cases of where the new innovation *did* actually revolutionise things, and you could see it in people's lives more. Regarding the difference, maybe it's at least partly because iPhones and Google SE were for consumers. AIs biggest impact for now is more on the behind the scenes level. People probably weren't that excited when the first spinning jennys came, but we're excited for getting cheaper clothes and linens.

theWendysDiddler

Thailand. Cambodia. Philippines. Laos. I'm from one of those, and been to the rest. SE Asia can be as cheap as you want it to be, same as the US and Europe.

anokayguy713

if possible could I get your insight on $VRT?? Or if possible, your thoughts on me starting a position with HVAC/infrastructure/cooling company like VRT or its peers.. do you think it's "too late" to start building a position with these infrastructure companies? I think you are spot on(previous posts) in regards towards the AI movement and the not so talked about infrastructure/cooling/electricity aspect of it. Everyone is talking about NVIDIA(which definitely deserves respect), but I am wondering about the safest/strongest play within infrastructure. From my 5 minutes of preliminary research; I'm looking at $VRT(Vertiv), $SU(Schneider Electric SE), $EMR(Emerson Electric), $ETN(Eaton Corp), JCI(Johnson Controls International), ABB(ABB) or SIE(Siemens AG). I know that is quite the list but my research is just starting. If you have any suggestions it would surely be appreciated!!

wallstreet_vagabond2

Everyone talks about the insane margins in the software industry. But McDonald's sells hashbrows for 3$ now, they're made out of like half a potato. Those margins surely compete with the most effective SE companies

YOLOSELLHIGH

where in SE Asia can you live for 30 years on $100k bc I've been to 3 countries in SE Asia 3 and I don't see it

SublimeSC

People always recommend SE Asia (prob cuz of drugs and prostitution) but with 250k you can live a pretty good life on Chile or Uruguay and the culture is similar to the US and the west in general. Both are beautiful countries but its probably harder to go crazy on prostitues and drugs

GirlGenius26

TLRY is up 70% since last month, up 24% today! [15,420 TLRY shares!! 🚀🚀🚀🌕](https://imgur.com/gallery/SE2Mc33)

GirlGenius26

[15,420 shares of Tilray! 🚀🚀🚀🌕](https://imgur.com/gallery/SE2Mc33)

GirlGenius26

Tilray is the way!! 15,420 shares of TLRY and counting 🚀🌕 [Proof of purchase](https://imgur.com/gallery/SE2Mc33)

benderbender42

[Remember kids, Don't date a robot](https://youtu.be/4uE96qUlJ_4?si=h3kmkY5SE_NrsJvs)

12345myluggagecode

Includes SE tax. I’m not an S corp (no payroll), I have an LLC. I file as a sole proprietor (Schedule C). Does that answer your question/does that make sense? (I’m obviously no tax expert 😆)

OsamaBinFappin

Just curious Is that including SE taxes or are you an S corp?

GetBigOrDieTrying5

My iPhone SE is a POS lol

ReuseHurricaneNames

New UN Security Council - US (NW) China (SE) Russia (NE) Pick one (SW)

Sketch_x

Apple is 100% but right now. It’s bumping along the bottom and they haven’t even talked about AI or vision SE.

Mundane-Option5559

i'd be looking more at BRICS and SE asia economies like Vietnam, Thailand, etc., before Africa

Gahvynn

If he didn’t he wouldn’t have done his speaking tour. He could be chilling in SE Asia or perhaps Russia right now, paying off the ruling party, and enjoying the rest of his life never stepping foot in a country with an extradition treaty with the USA.

not_creative1

Read up how Chinese ev makers like BYD are expanding like crazy worldwide. EU is getting nervous and is considering imposing tariffs as Chinese EVs are demolishing VW etc in Australia, SE Asia. Domestically in China, no company other than Tesla have been able to hold a candle to the fierce EV competition. China’s domestic EV market is crazy competitive and is creating some great products. They are almost a decade ahead of Ford, GM. BYD is going to be he next VW.

Unique_Statement7811

SE Asia, most of it.

stankpuss_69

I’m still waiting on OKTA to pay up. SE was a complete flop. GME calls. Might cash out ALAB if it pulls back. SPY lotto put (solely for fun) that I’m swinging for tomorrow. Theta essentially makes it $0.01 at open 🤭🤭 WFC swinging for Thursday And finally, PM is in the process of printing. Slow mfking stock.

Tricky_Mine8432

SE is catching up faaast on Cooling. Source : I sell Cooling at SE

ZekeTarsim

0SE (zero seconds to expiration) is the only way.

dinst

Methinks AVP is still beta, and in 3-4 years it’ll tether to the iPhone bringing the cost down significantly. But a few things need to happen. Apple needs to adopt a solid state battery, needs to drop an Mchip into the iPhone. They need to slim the headset down (if they offload processing that should be easy). They’ll be able to reposition the iPhone as a primary computer with the Mac as a your data center/ hub. And Vision Pro will be the go to for enterprise. You’ll be able to remote into someone’s headset similar to FaceTime but using your remote headset. AI and AR will drive the utility. I’m very bullish on Apple. Vision Pro is a joke for now, but Apple is trying to own the planet not make memes. I think they released it to get your attention, when they drop the AVP SE at $2000 you’ll consider it. When the ecosystem is fleshed out they’ll change the iphone name to something esoteric and bundle it with AVP. That’ll be endgame for mobile phones.

WickedSensitiveCrew

Berkshire so I have exposure to Apple. But for stocks outside of that. MELI, NU, and SE for international stocks. BLDR for a picks and shovels play for the US homebuilding. And DKNG for exposure to the US gambling market.

TheSound0fSilence

I bought an Apple Watch SE on sale last month. For Christmas I got a $1k Sony Sound bar for $450.

Lower_Drummer3765

PLTR 14% TSLA 9% HNST 8% NKE 8% SE 7% EL 6% PYPL 6% TLT 17% SPAXX 25% ​ Might buy ASOMY, V, BRK-B, or LVMUY.

Ok_War_2817

I got the OG iPhone the day it came out, then a 3G when it released and I had that for years. I ended up switching to Android after that for years. When it came time to get a new phone, pretty much everything available was so big you might as well just be carrying a tablet around. Apple had the SE, and it was nice and small and I could put it in my pocket without it being a bother. When that died I thought about going back to Android for the flip phones, but holy shit who is gonna pay $1300 for a damn cell phone? Ended up with my current 13 mini and I’ll use this until it explodes. Hopefully someone pulls their head out their ass and makes another small phone by then that doesn’t cost an arm and a leg.

zb424

As i sit here on my patio in SE Asia working remotely (US hours), I can't help but thank JPowell for making all of this possible. I could survive on $10,000 a year in this fucking country. That is the dream that we should be chasing. A western lifestyle costs me $20 a day

tvdmaas

I wrote a bit more about this on [a different comment chain here.](https://www.reddit.com/r/stocks/comments/1bhpwjk/european_berkshire_hathaway_investment_holding/kvjx9qp/) But yeah, fully agree with you that China won't be the next big thing. India has a better runway but they've got maybe 50y to go and will need some serious infrastructure improvements and economic reform. As I said, I wrote my thesis in opposition to some of his claims - but that doesn't mean that he doesn't make some claims that are worth investigating. A better book on the more political level is Fareed Zakaria's Post-American World, but that's now quite old and is less finance related. > Neither China nor India have really ever been US allies. LatAm and Africa also don't really typically go along with US initiatives, either. The 20 year average coincidence rate for votes with the US in the UN is like 30%. This is what I think is important - we moved from a bipolar world (US / capitalism or USSR / communism, you choose) to a unipolar world (everything revolves around the US). I suspect we are moving to a multipolar world, where the global liberal institutions and systems will matter less and Realpolitik will matter more. > They need to view any competing financial infrastructure as more stable and reliable. That's the beauty of the USD being the reserve currency - it's remarkably predictable. 100% - there's no alternative at the moment. As you point out, nobody wants to move the world system onto Chinese financial infrastructure, nor the Euro, nor anything else. But don't forget, the reason that the US is reliable and predictable is because everyone keeps buying US assets. The second that stops, the US needs to start inflating their money like crazy to pay off debts. We know that, compared to the real economy, US assets are overpriced at the moment (with inertia from the USD's status they have continued to make returns regardless.) Over the next decade, perhaps seeing more opportunities in non-US geographies, perhaps triggered by nationalist policies, let's say investors start to move their assets to other markets (perhaps simply to cheaper markets like West Europe and ANZ, perhaps to markets with more real economic growth opportunities than the US, like SE Asia and CEE). US equity all of a sudden doesn't have the advantage it does, US debt needs to up its rates to attract money, the USD needs to inflate by 30-60%ish to hit a reasonable value. Even if we aren't talking crisis, the US has a long runway to underperform. Buying US stocks is like buying a company with a 50x P/E. Sure, you could make great returns: There's a reason investors gave it this high a rating and honestly, on average, you probably made better returns doing that over the last few decades than you did by buying companies at a 5x P/E. But at a 5x P/E, there's no way but up. At a 50x P/E, you could grow your revenue 10% annually for a decade and increase your margins by 50% and still make 0 returns just by compressing to 13x. As to your questions at the end: * Yes, liberal democracy is trending down at a global level. You can see some stats on Wikipedia's page on "[democratic backsliding](https://en.wikipedia.org/wiki/Democratic_backsliding)," or look at the most popular ranking, [Freedom in the World](https://freedomhouse.org/report/freedom-world/2022/global-expansion-authoritarian-rule), which has registered 16 years straight of decline. And yes, that's the case in the West too. 2020 was the first time in US history that there was a serious dispute about the quality of the US elections, and European populists have demonstrated that there is serious dissatisfaction with the liberal democratic institutions that have predominated in the last 100 years. * Intergovernmental organisations' import is hard to measure and hard to explain. For example, I don't really think UN resolutions do anything, but on the other hand, the EU, the IMF, and NATO obviously all have more hard power. But I think that they are symptomatic of US hegemony, and their decline demonstrates a general trend in international politics. * Free trade is going upward in terms of dollar amounts, but growth is slowing a lot ([IMF source](https://www.imf.org/en/Publications/fandd/issues/2023/06/superpowers-are-forsaking-free-trade-ngaire-woods), [World Bank source](https://blogs.worldbank.org/en/voices/global-trade-has-nearly-flatlined-populism-taking-toll-growth#:~:text=Trade%20growth%20will%20improve%20this,of%20growth%20since%20the%201990s.)). Take a look at attitudes of US politicians - being pro free-trade was a consensus position from the Marshall Plan till maybe the GFC, then it became a dispute, then Trump applied the dispute to policies, and now the Democrats and the Republicans *both* want to restrict free trade! (CHIPS Act and the forced sale of TikTok being the most recent examples.) In Europe, I don't think free trade has ever been as much of a consensus position, but with the EU we were moving in that direction, and it's now placing more and more restrictions on imports from outside of the bloc, as well as itself becoming less popular and powerful. Overall though, I want to re-emphasise something I said earlier: > I'm not interested in 100% European. I'm just interested in NOT being 100% US! I don't think that the US is a bad market to be in. It'll likely continue to outperform at least for another decade or so (by then, the world will look very different and we'll need to re-evaluate.) But I am not going to bet all my money on that happening.

giggy13

In the US, it's mainly iMessage In Latam, SE Asia and other parts of the world, WhatsApp Balkans and Eastern Europe: Viber Canada: FB Messenger China, of course WeChat They all do the same thing (WeChat is a different monster). Even Google's RCS is pretty nice.

badgebruce

Tunnel vision. Excessive taxation at any level is not good for cannabiz. Dems are always yelling for SE for their select followers, at our expense.

NaorobeFranz

I've used iOS on/off since the first SE. Android is where it's at. Samsung, OnePlus and Pixels are what I suggest. There's no shortage of options. I have an S23U.

SPAC_Enthusiast

The hell happened to SE?

theknowndudereturns

i will literally suck a dick if SE recovers

nicidee

They did 200% price return from the depths of the GFC to pre covid highs. Which is about 9.5% CAGR. Not including dividends. They're now back to covid lows Unless there's a red flag in the past, I only focus on the future prospects. As I don't see historic red flags, I just have to ask what assets they've got and how will they perform They own 38% of Astra (SE Asia's largest automotive group) worth about USD 5 bio They own 76% of Jardine Cycle & Carriage, which employs 240k people across six countries and eight sectors. The holding is worth about USD 5 bio too It owns 80% of the Mandarin Oriental, worth about USD 2 bio That pays for the market cap Everything else is free (worth to Jardines): Jardine Pacific (unlisted but USD 1.5 on a 8x P/E), Hongkong Land (USD 4 bio), DFI (USD 9 bio), Zhongsheng (USD 1 bio) Why wouldn't you buy a company with FCF of 3-4 bio for 11-12 bio? When so much margin of safety is present? Paying a little dividend with buybacks too... Much more attractive than Exor (also a automotive heavy conglomerate) at these prices

theknowndudereturns

it would be amazing if SE and SQ could recover aswell

tvdmaas

You ever heard of MBB SE? Also very small German company, serial acquirer. They look interesting.

theknowndudereturns

why the fuck is SE not recovering

theknowndudereturns

sold SE at literal bottom

theknowndudereturns

WTF is wrong with $SE

Whisperingeye9605

> With the busy summer travel season in view, carriers say they’re trimming schedules and looking for alternatives to 737s they’ve already ordered, while also contending with issues afflicting narrowbodies from Airbus SE. Even Boeing seems uncertain when the planes will be ready as an army of US inspectors sift through its factories, meaning the company can’t make any firm predictions when things might return to normal.   -fortune

Normal-Phase-1252

man wtf is going on with SE and SQ

Cardiff07

Jeez, forgot all about SE. that shit raped me back in 22

theknowndudereturns

currently holding $50k shares of SQ and $50k of SE. scared as fuck right now

Fikkafikation

Sure, here you go. I also read the Put strategy and theoretically is seems sounds and valid. Will definitely test it out with some paper trades leading up to my actual trades. In the cases I have seen if your premium is low, then your gains are mostly good. If the point is to maximize, then those Puts need to be cheap expiring in the same weak. [https://pixeldrain.com/u/SE6AiqSs](https://pixeldrain.com/u/SE6AiqSs)

BranFendigaidd

What? They own the Japanese semiconductor company. They are building there as Japan just invested 20B into new factory. They also have factories in China. And in the US. And Europe soon. What I mean is that the Taiwanese SE is controlled. You can't have fast drops or grows. You cants see a company going down/up 10+% in an hour or even a day. TSMC grows steadily and sometimes drops, but in general it will have steady grow, unless China invades. Which is getting a stronger and stronger concern as China dropped the "peacefully welcoming back Taiwan"

BarryGruber

>Sales dropping? iPhone users will never buy anything but an iPhone from apple. For the rest of their lives. I am an iPhone user and have been for about 15 years now, and I have thought about this quite a bit. Why do I continue to buy iPhones? Because they work and I am used to them. What would it take for me to move to something else? It would need to be the same, or better quality - i.e. the phone works and isn't slow. It would need to have an active app development community (i.e. all the apps I use now would need to be available). And the price would need to be reasonable. I am becoming increasingly annoyed with how Apple keeps jacking prices up despite not offering any interesting new features. If anything, prices should be coming down. I also get annoyed with the amount of updates and in the past, these updates have definitely made my phone slower. I also got annoyed with how the original iPhone SE is now discontinued to the point it is useless because I can't login to iCloud - so I can't get any apps on it. Apple's general obsession with money is making me want to switch, but so far, I've not seen anything on the market that compares. I have a Nokia smartphone which I used temporarily as a backup, and it runs Android - and the amount of shit that came loaded on the phone is insane. I spent the first few hours deleting it all. Apple does a similar thing, but it's only with their own apps - I don't want third party stuff coming preloading on the phone. It is arrogant of them to think I will use it (but again, it's all about money and getting paid to preload it). I much preferred the simplicity and variety of phones in the late 90s / early 00s. So much variety in terms of how the handsets looked, but they all were capable of sending texts and making calls, which is all you really wanted back then. These days, all smart phones look the same until you turn them on, and it's so fucking boring.

eyerollingsex

Went from iPhone 14 Pro to iPhone SE and didn’t install any social media on it I feel happier bros  This tech shit is a scam 

AluminiumCaffeine

"'Alibaba To Take On Coupang With $1.1B Investment In South Korea' - Nikkei Asia" - BABA gonna fight both SE and CPNG now

theknowndudereturns

SE all the way back to $300

KeenStudent

Buy SE stock (Sea limited), thanks me later

richard-b-inya

They are losing market share slowly but surely in China. I live in SE Asia, and the New Huewei and Xiaomi phones are flat out iphone killers and cheaper. The only thing saving Apple is the money they have paid to lobbiest to keep those phones out of US markets, off Google Play and out of friendly US countries. As a "security risk". It's ironic that the "capitalistic" country is using communistic tactics against the "communism" country.

scantily_chad

I'm going to gloss over the IQ portion. I don't have opinions on that. But I am intrigued at your theory of a constant influx of foreign cash (from wherever) giving an illusion of economic health, while pumping up the Mag7. Turn on bloomberg during market open, and they are harping on about how "retail is strong and healthy", "so many jobs", "look at them go, the American worker is strong and is investing". I've always been doubtful, considering the mounting whispers of layoffs (I work in tech and know mostly other white color pricks in my social circle). Why did you bring up the currency exchange with other countries? Are you suggesting US enemies use India as some sort of currency "insertion point"? I mean, I could see it as plausible considering India is buying and seeling Russian oil, and moving some of that to SE Asia. Definitely an interesting theory. I was entertained and had my squishy brain exercised.

badgebruce

If it turns into a SE rally, not good.

JazzlikeStuff404

iPhone SE here. 100 bucks

giomsan

SE puts into S calls lmfao you are so bad at this, just get a job at wendys

plu5on3

SE going to fly. Breaking out

theknowndudereturns

do i take profit on SE or keep riding that bitch

Main-Bus-2314

https://preview.redd.it/wt2gj089y4oc1.jpeg?width=1170&format=pjpg&auto=webp&s=671e2b8b12122eaaa320985875e3af33ecc8d108 SE to the moon 🌖 🚀

WickedSensitiveCrew

Not person you responded to but SE isn't a Chinese stock. They are a Singapore company.

WickedSensitiveCrew

Is the TikTok ban helping SE? Or it a different reason why it up today. Like no news or something else happened.

plu5on3

SE breaking out!

theknowndudereturns

up 120% with stocks only ytd, made banks trading small stocks and playing earnings, shoutout to SQ, DELL & TGT. now all in on SE hoping for a comeback

MrInsano424

You have to keep in mind they are heavily concentrated in the SE, and last year was a very light hurricane CAT year, so they are going to look good. If you're thinking this is a long term hold I would look at how well they handled bad CAT years (2022,2017, etc.). Profitability for property insurance needs to be measured on a 5-10 year basis due to volatility of weather based events. Only when shit hits the fan will you know if they are properly geographically diversified and how well they set up their reinsurance structure.