SEA

No_Hour6830

These are all just narratives that you've created that likely don't match reality for the 700 million people in the region. If this is all true, why are sales growing so quickly and why are margins improving so drastically? Also, you didn't even provide a rebuttal to the fact that Shoppee is actually *more* dominant in SEA than Amazon is in the US.

Pitiful-Recover-3747

Basically correct. Add the industrialization of China and SEA to that mix and you’ve got way more people making some money that dramatically dilutes Americans global share. Hell by the 1980s Japan had shot all the way back to the #2 economy by GDP and that’s after we nuked em a couple times 40 years prior

uml20

OK, I'll clarify. I have covered the retail industry throughout Southeast Asia, including Thailand, Malaysia, the Philippines, and Indonesia, for a decade. I am regularly surveying buyers and sellers on Shopee (and other platforms) in these countries every year. The thing that stands out to me is that nobody actually **loves** Shopee. Sellers use it only grudgingly because the platform fees eat heavily into their margins. They do it anyway because it is the biggest player in town. Buyers use it for the coupons and because they can find products cheaper on Shopee than they can in bricks-and-mortar retail. But the user experience for buyers is crappy. Buyers spend lots of time filtering out scam listings, unreliable sellers, and then have to deal with shitty logistics providers (ShopeeExpress). You don't necessarily know what you are going to get, you're not sure if it'll arrive in good condition (if at all), and if it goes wrong, you're not sure if you're going to get your money back. All these issues mean that customers de-risk their purchases by buying cheap products that they can afford to lose, which doesn't help SEA's revenues. Then, if customers find a seller that they trust, they negotiate with the seller directly for discounts, which the seller grants to avoid paying platform fees. Of course, this is a problem common to all platforms, but Southeast Asian consumers are more price-conscious, so will tend to be more fickle.

ScaredEffective

You just cited a bunch of comments. But I also saw an article that compared SEA vs GRAB or BABA where there pe is much higher than their competitors. I have a bunch of stocks from them and am down since I bought a bunch during COVID. I think they have potential that’s why I’m holding but not sure if I agree with trillion dollar potential. They had to leave a bunch of big Latin American markets and Europe completely so im not sure if they have a solid expansion policy since they did it twice for Mexico and Argentina. They seem to have solid footing in Brazil though

TomatoSpecialist6879

Their conflict won't end because the scam centers are the reason why they started beefing in the first place. The previous Thai PM turned a blind eye and got caught fraternizing with the enemy leader on a phone call, which led to her ousting and someone from the opposite faction taking over. The current PM is a nationalist hawk who hates everyone in SEA, plus he got direct support from Thai Crown since they didn't like Cambodians operating in Thailand to kidnap people and hurting tourism.

SirDangly

There are a few survey reports going around that show fear and excitement about AI by country. China,SEA and LatAm are all more pro-AI than the US and Europe There are some method issues with this sort of work but still interesting

TravlRonfw

SEA here. I go to GUA quarterly for medical and dental, et al. Cheaper than flying into PSP these days.

SignificantLog6863

just because your feed is dead doesn't mean Facebook is dead. ATH users and DAU. growth slowing but still growing like 2% YoY. Huge markets in Asia with sky high engagement (it's basically the browser for SEA). True regard take here. Calls on Meta.

Shoty6966-_-

I saw this one guy from SEA say he doesn’t invest in NA markets because there’s like a 0.9% fee, so he sticks to companies in SEA which grow slowly or not at all lol

MrMindspace

Yeah I think the cleansers themselves are likely not graduates most of the time. The ones I see at work are likely SEA migrants, and here being a cleaner is a better life than back home.

isufud

Ubers are crazy cheap in California. Downtown SF to SFO costed me $25. The same exact distance from downtown Seattle to SEA runs $60-100.

lolipoopman

same in SEA, cant studying with GPT as well, puts on cloudfare man

time_traveller_kek

Would’ve taken .2$ to make it in SEA

tgff333

BRUH US STRIKES ANOTHER ALLEGED DRUG BOAT IN CARIBBEAN SEA - CBS[](https://x.com/DeItaone/status/1989012523669159982)

raytoei

I choose to bet against SEA by investing in a regional player Coupang.

BitterAd6419

SEA owns Shopee which does well in south east Asia but don’t compare it to Alibaba lol Shopee faces stuff competition from Amazon, Lazada etc the golden days of growth are far over. They did very well during Covid not anymore

JudgeCheezels

Lazada has died off lol. Shopee is now the leading e-commerce for SEA, by a huge margin too.

AICHEngineer

HDHP may not be relevant, i forgot you are SEA not USA

ytman

I did answer but let me be clearer for you: >Do you agree that the U.S. should find a way to work together and focus on bettering the U.S. instead to stay ahead of the rest of the world? I think the US government should work to bettering American's lives. A lot can be hidden by the phrase "bettering the US to stay ahead of the world" - you need to be more specific about what this means if you want a direct answer. But I consider bettering the US to exclusively about bettering American's lives directly and immediately - and I do not think that is what is being worked on right now. >or Would you rather they keep fighting and destroy themselves from within? The politics of the last two decades has been focused on acts of destruction, I would rather that stopped, but at the same time I do not actually believe the conventional US political system is capable of acts of genuine creation. If the US wishes to maintain its course though, as it appears it does, I do not fear its own failure - Americans are strong and resourceful people and when we finally shirk the yoke of our 'betters' in power we will find we have so much more in common than in opposition. The destruction is only happening on a Governmental and Elite level. I really don't see it mattering to me as neither elements have really cared about me, our people, or our outcomes for decades. >The question I am asking you is would you rather see the U.S. thrive or fail? I want Americans to thrive. I'm skeptical of the US' need to project its power globally and don't really see how it helps us thrive so I'm not too concerned if US power is reworked globally. I was 100% for the gutting of USAID - I'm okay with being honest and calling our military the Department of War - I'm okay with NATO/Europe and SEA nations being our vassals if they want to be. >Would you rather see China fail? Or thrive? I'm really indifferent, but I don't really want people to suffer. I do think there is unnecessary Sinophobia and Russiophobia that benefits the military industrial complex, and seeks to normalize proxy wars fought by nationals of different nations like our 'allies' the Ukrainians dying and being maimed in scores of scores. Again, as much as I am for a nation's right to self defense or its right to let it be used as a Vassal state for us, I'd rather not see PEOPLE suffer.

iamatwork420

I’m from SEA too and i can’t find any reasons to invest in our markets

ntongh2o

Holding this for long, might be the NUAI in SEA market

AnimatorMindless6204

Yup, very popular in the SEA region as well. No problems using them so far.

Seagullslovefries

Living in SEA, locals here opt for cheaper car ride company. Grab charge 20-30% more even off peak.

getaliferedditmods

this is like door dash but with much shittier margins because its SEA

getaliferedditmods

why would they hire in effing singapore where the cost of living is as much as california? are you serious? pick another SEA country.

Fit-Butterscotch4513

US PLANS 'SHOW OF FORCE’ AGAINST CHINA IN S. CHINA SEA AS TRUMP & XI MEET: CBS He just wants this to go badly

ZealousidealGrab1827

This reminds me of the late 90’s. Lived in SEA and the joke was if you could turn on a computer, you were hired for six figures. Put .com in your earnings report and press release, and you had $100 stock price. Ahhh, the days of Rocky Mountain Internet, HomeGrocer.com, Jeeves, and Bear Stearns pimping these IPO’s Calls it is boys. 🙃

benkim888

From the region and i can say that its quite essential and the go to app if you need ride hailing, food delivery etc. However I do feel that it is more used by tourists or those that aren’t too familiar with the local infrastructure. So in that sense, I see a bet on Grab as a bet that tourism in SEA will continue to grow.

EngineeringWeekly682

I honestly hate the grab app as a tourist here 🤙 it’s really glitchy & too big, too much of a catch-all IMO. But I do see grab drivers everywhere so there’s that. Having spent some time in SEA now, something makes me want to be bullish on 7-11 if they ever get a publicly traded stock for US citizens…

Sulvlo

Are you investing in China? If you do, you'll know that their real estate only recover in tier1 city. Lower tier are still falling. People are saving money and not spending. The CCP still doing a stimulus to carry the economy. That 14.8% you mentioned is a direct export to US. Some business rerouted their export to SEA and Latam before re-export to US to avoid tariff. That's why trump raised a ridiculous tariff number on some random country. Still, I'm very bullish on Chinese big tech company. Just hope Xi learned his lesson or he'll get purged. Not by the US or Chinese citizen, but the CCP themselves.

phrozen1

I live in SEA and use their service extensively between multiple countries. They originally showed up more than a decade ago as GrabTaxi, offering transparency and fairness in the corrupt taxi industry. This involved into Grabcar and later the all-in-one app they offer today. The price of their service has steadily increased, and their food delivery prices are now the highest in the market. They take 20-25% from restaurants, in addition to delivery fees. In Thailand, drivers are regularly defrauding passengers by tacking on bogus fees, which alienates passengers. Across the region, there are a bunch of cheaper alternatives... Bolt, Indrive, Maxim, Gojek, etc. The concept of Grab is cool, but the market seems ready for another disruption. They are very much at odds with their loyal customers and these markets are always a race to the bottom with an endless supply of low cost labor. As Grab fails to take care of their drivers, delivery riders or customers, eventually someone will come in and evolve the industry.

Antique_Contract

Was thinking getting in when it was below 4 last year. I hesitated because it wasn't as exposed or the outlooks for many investors were mainly negative. But I was aware that this is a solid company and have been seeing it on SEA getting popular. When Oaktree bought shares recently that is when I started to invest in it. Now for the long term.

EfficientAd7124

Oh absolutely. My biggest concern is US market blowing up in 2026. Confident on SEA and Grab but tariffs brought Grab to 3s again when it should’ve really been priced at 5-6 at that point. I might sell the house and buy if grab suffers next year 😂

Vindredi

I have done a similar DD and have been adding progressively for the last couple months. It’s now one of my biggest positions that I intend on holding over the next 10 years. Often go to SEA, the potential is incredible and as that middle class continues to grow, many more customers will follow suit. Cost of living will also increase which I believe will contribute greatly to revenue. I plan on adding even more, especially if a pullback occurs.

EfficientAd7124

Thanks for your input. There’s a few things address here: 1.) Grab will give discounts and give advantageous discounts to drivers but they haven’t really done anywhere near 40%, usually 20% at most. Incentive spending has fallen by 75% since 2021, so they have handled the discounts well. Grab is becoming more efficient with its driver pay and other services. Basically this is mainly a customer acquisition cost that has gone down in recent years. In Singapore it’s much more manageable for them, so they make less revenue in the emerging markets; btw their revenue is now rising significantly in those EM areas. 2.) cash heavy areas in emerging markets is a key part of the grab thesis. Prosperity, cell phone use, and consumer spending are all rising is SEA. Grab assists with that because they offer banking services along with multiple other services all in one. They actively contribute to banking those people and integrating rising markets into their ecosystem. It’s essentially bullishness on SEA and confidence that Grab is able to capitalize given its unique traits as a company. 3.) I actually am not very aware of data on drivers getting basically scammed. I haven’t heard of any concerns about that, so it might just be negligible, but I’ll do more research. 4.) PE ratio is meaningless at this point. Profit is so slim that the PE is going to be very, very high. I’m expecting a revenue increase that beats expectations this coming earnings report, and if they manage to convert even a few percentage of that revenue into profit the following quarter (about 2-4%), their PE ratio would fall drastically (20-40). So I am overall not super concerned. Let me know if you have more questions or concerns, and thanks again!

EfficientAd7124

Absolutely. Thanks for your input! I think the majority of people are willing to use Grab over other services, but don’t because of economic constraints. As SEA continues to grow those barriers will fall and more and more will switch to grab. Income goes up, along with prices for grab services falling, means huge potential revenue! Great for SEA and great for us investors!

Green_Repeat_6938

Having traveled to PH, I used grab plenty of times for rides and food delivery. With that being said, SEA countries typically have lots of forms of public transportation like taxis, tricycles, jeepneys, buses etc and over a much lower price point. If they can start converting those other modes into their platform, I can see them taking off.

EfficientAd7124

Awesome! Thats the goal, consumers use one service and then steadily adopt the whole ecosystem! Once Grabs efficiency and margins increase we should see prices go down, which makes Grab REALLY dominant over SEA. So I am also very excited to see where it goes. If you’re seriously considering investing, best of luck and be careful!

EfficientAd7124

I’m looking for prices to drop as revenue increases from Grab’s other services! Ideally as Grab’s margins, efficiency, and total revenue across services increase, so does the SEA economy, creating a “double driver” for growth of Grab. Grab is a great way to invest in SEA overall, because over the next decade Grab will benefit heavily from the rising consumer BP. Also, tourism is also set to rise still over the next 5 years, which will help the company grow as well.

Sulvlo

China doesn't build a relationships with any country either. Even the trade deal in trump era is still better. China is infamous for market dump other smaller countries that destroy many local business. While US only want to sell their high-tech weapons. I don't think China can decouple from USA anytime soon. China's domestic consumption artificially looks good because of the stimulus. Europe economy is in bad shape. SEA has low purchasing power that even their market dump tactics failed.

KingWooz

Already in. LFG. Grab is omnipresent in SEA. It’s amazing how much it’s used there if you’ve traveled.

EfficientAd7124

They’re certainly spending a lot, but their margins, revenue, and profitability are all increasing. Plus, there’s still a large untapped market in most of SEA, besides Singapore. The idea is that GRAB can gain revenue and profitability across its entire portfolio of services, thus being able to eventually lower prices and out-price competitors. Most of grabs services are now profitable, or close to it, and I’m looking at their revenue and margins to increase. Once Grab’s operational efficiency is increased, margins and revenue go up across their portfolio, they are protected against downturns or market difficulties in one sector through two means: 1.) Multiple separate sources of cashflow. This is fairly self-explanatory, but for example Grab will be hedged against a downturn in their ride-share business once their financial, delivery, and ad revenue is solidly profitable. 2.) They can also afford to lower prices for one service to attract more customers and bring them into the ecosystem. As frequent Grab customers continue to transition to use all their services, the company now has a lot of ability to allocate where they want their revenue to stream from. Competitor in the taxi service? They can afford to keep prices low due to excellent cash flow from their other businesses.

Yabuduzhdat

The thing with GRAB is they are still burning a lot of money every year to compete in the local market. I mean every countries in SEA has their local share ride thingy. Indonesia has gojek (300ml of pop), vietnam(100ml of pop) has xanhsm, and they all burned lots of money to try to dominate, they all work on share ride, delivery, etc, not to mention Didi from China also wants a piece of the cake. Risky move i reckon

benchandbarbell

You may be right on TA and FA, but let's not pretend this is intellectually honest: >So why will growth of SEA outstrip GRAB’s growth projections? Because GRAB actually helps EFFECTUATE the rise in banking, prosperity, and upward mobility. Grab accelerates prosperity in Southeast Asia by connecting people, businesses, and finance through its super-app: >It provides steady income to drivers and merchants who once worked informally, digitizing their earnings and making them credit-eligible. >Its GrabPay wallet and financial services help millions of unbanked citizens save, borrow, and insure themselves for the first time. By linking small merchants to online customers, Grab expands local business and creates a huge amount of potential for upward mobility. It's an SME masquerading as a tech MNC. Its opportunity to be a super app has passed. In price conscious SEA, consumers and platform workers aren't afraid to leave; out of all the similar apps, Grab has treated its consumers and platform workers the worst. This week, all of my rides have been with either Gojek or TADA after comparing prices across the usual apps. Anyway, I'm in.

Valvutronic

am from singapore, grab is insanely expensive here and they have lost substantial market share to other ride hailing / food delivery companies as they offer similar services at over 20-30% cost saving. ive recently cancelled my grabunlimited subscription too as ive started using other services more. however, they might be doing well in other parts of SEA but as a singaporean, i will be sitting out and wishing it works out for you as they are obviously greedy in the way they operate in singapore.

EfficientAd7124

Absolutely! Ideally we see rising prosperity and upward mobility in Indonesia and the rest of SEA! Great for humanity and great for GRAB! A lot of my DD is just that I’m bullish on SEA, not just Grab! Best of luck!

EfficientAd7124

That’s just not really true, Grab still dominates most of SEA. It has around 80–90%+ share in places like Malaysia, Thailand, and the Philippines, and remains #1 in Singapore and Indonesia. Only Vietnam’s Xanh SM has made a dent. And that’s only talking about rideshare and not any of their other products. Grab is still a dominant company that is unique from other services. Subsidies aren’t rising either — they’ve fallen to ~10% of GMV, and the CEO’s focused on cutting costs, not throwing money around atp. Grab’s still the region’s top super-app by far, with multiple times the volume of any rivals. Margins are going to rise and the business will gain operational efficiency as time goes on. Also, there’s still a vast untapped market for GRAB and similar companies. Present market share is not the primary expectation of what will be driving growth, its future spending of consumers who aren’t spending now. I believed grab is equipped to grow from its current valuation even if it loses a bit of market share in one of its services. If your slice is smaller but the pie triples, you’ve still gained value.

cantgetthistowork

It's even worse for the rest of SEA. Grab has been throwing subsidy after subsidy to try and corner the market but they are steadily losing market share to late entries.

EfficientAd7124

Sure, so the high market share is actually meaningless. As I explained in my post it only has 6% of the population of SEA using its app. That leaves an insane amount of untapped revenue. At of this next earnings I believe GRAB trades at a 60 PE ratio. Then the next earnings I think GRAB continually grows as we see a rise in the native populations use of GRAB (from about 6% to 25% over 10 years. This would require a rate of growth LESS than current levels), and we eventually see a 25-50PE with about .50-$1 in EPS, placing it at a 50-100 billion dollar valuation. Grab will increase their margins while also increasing customer usage so profit per customer should also rise. (This is all based on a 10-15 year timeline of growth within tourism, native populations use spending power, and grabs expanding ecosystem). You just picked an arbitrary valuation to declare as worth it, when you fail to grasp the earnings potential of GRAB.

MooDeng666

I am not critizing or anything, I had a good day so I am helping. What you are saying here "the rising prosperity over the next decade in SEA will benefit GRAB more than alternative companies" I would agree with. But I want to tell you also Grab is no super app, its an horrible app, first thing they should do is bring out a better app. Rich people didnt get rich because they were throwing out money, if I can save 20% by just clicking on another app I will forver click on the other app. Grabs only advantage here in Thailand is that only they have the contracts with the western food restaurants. So 90% of my food I have to order through Grab. Restaurants which have contracts with Grab and Lineman , Lineman is about 15% cheaper because those fees are not that high. So if I order from a restaurant which also is availbale on lineman, i order there. most locals use lineman because its the cheapest and it has most local restaurants. 3 years ago Grab was a super app when there was no competition and everybody ordered there taxis on Grab but since Bolt showed up everybody uses Bolt. Its minimum 20% cheaper and more convinient plus the app interface is way better. I also can say I have smart friends which are invested in Grab stocks, a long time already, thats how I ended up clicking on this post because I was thinking "oh wow now WSB is also catching on Grab then it can only go higher" those friends also called Palantir and Sofi waaaaaay back and made decent profit

EfficientAd7124

Great input. I think that’s definitely something that gives me pause, but the thesis on grab is that the rising prosperity over the next decade in SEA will benefit GRAB more than alternative companies. People will have more spending money and will switch to GRAB, because the higher price is outweighed by the convenience of using a superapp as opposed to a one-dimensional ridehailing app. Have a good one

Econmajorhere

They are all over LatAm and SEA delivery more cars than Tesla.

ZestycloseGrass5321

Looks like a moonshot if SEA expansion hits, but could also tank if pilots flop. I’ll for sure be keeping an eye out on this

Econmajorhere

Yah, have lived in Thailand, HK, KL over past few years. KL cost of living was essentially rounding error. Though most of the American exodus is towards Spain. Not many can settle in SEA and feel content.

GMVexst

Interesting. I've never heard of Xanh, yet I've used grab a 1000 times in my travel of SEA

OttacyTV

Whoever is not banned start posting this \^\^\^ to comments in WSB, WARRIORS WE MUST SEEK COUNCIL ACROSS ALL THE LAND AND SEA OF MEME EARTH!

ExcitableSarcasm

From what I can tell, pretty much. Compare the vitrol versus India in Chinese media versus vitrol against China in Indian media. Chinese mocking of India exists, but most of their energy is directed towards the US, Japan, or even Korea, and SEA, not India.

Some-Tomorrow

Stay awake in SEA till 4am to listen about IVF 😩 at least my wife’s long position is not cooked. Was about to pull everything out for her.

timeforachangee

On phone so can’t read article. But looks like if Europe also puts tariffs on China. Which is doubtful. I assume mango would love for that though as it would way up the pressure since chinas exports to Europe and SEA have gone up enough to counter the drop in USA exports

Nicky_Feathers

WRD (WeRide) (disclaimer I’m holding shares) Why? Here’s a few reasons: - receives the title of most misunderstood stock. Current valuation is a complete mismatch with company performance. - they hold the largest global regulatory footprint of all AV companies. That’s an important anchor in a regulatory space of autonomous vehicles. - Robotaxi is just one flavour they provide (which grew 3x in revenue last quarter) In an emerging market, sometimes Autonomous busses, delivery vans and urban sweepers are an easy entry point. - partnerships include ride hailers like Uber, Grab and WeChat and AutoNavi in China (Robotaxi), Yutong (Bus) and Nvidia, Lenovo, Tencent (Tech) - established partnerships bring in customers, which is important for WeRide to scale. - asset light model. - diversified revenue models. - just recently had their big AV bus break in Guangzhou (tender award). not yet reported on. - Safety: more than 2200 days of non liable incidents (and counting. - WePilot. This is WeRides co-developed Adas product (together with market leader Bosch Automotive). Think of it as their Tesla FSD competitor. Only this system can be licensed by car manufacturers. It’s sensor agnostic (vision only, multi sensor). A single architecture, which makes it cost effective (compared to market peers). Leverage through partner Bosch haves them positioned as a key consideration for Chinese car manufacturers that need a non-Chinese entry point. First SOP done end of September. (not reported on yet, probably through Bosch). - WeRide is the most dominant Robotaxi company in the Middle East. Not only in current presence, also in guidance and ambition. This region has probably the supportive mobility agenda (after China). - Singapore is launched with Grab. Both Robotaxi and Bus. Other SEA countries likely to follow soon. - WeRide has the broadest presence (of any Chinese AV company in Europe). Both early commercial ops, pilot in Robobus and Robotaxi).

PsychologicalAd7969

SEA next

NunuTitobu

Why did MELI and SEA Limited both get hammered right before the close?

EH_Story

I think you're right that the labour market makes the economics of deploying in South East Asia, trickier than the US, but I think the same holds true to a lesser extent in the middle east (given migrant labour) and China, and they're already growing in those markets with decent profitability. I'm also pretty optimistic in general for the potential of premium taxi services in SEA given the popularity of Green SM / Xanh SM. I don't think Road Networks are a major concern. The money is made in high traffic areas with more developed networks and generally robotaxi services operate on limited routes or neighborhoods. I dont perceive this to be a long-term challenge given the pace of progress and the talent in these companies (in general, not specific to WeRide). Re: public transit, WeRide includes buses and the Singapore pilot is leveraging them. In relation to Grab/Uber, both companies have or are making investments into WeRide. Grab is actually operating the routes in Singapore.

GneissFrog

This is what happens when you give China six months to start making other plans. They've been aggressively pursuing trade deals with Europe, South America, SEA, and Africa. The AI bubble and rare earth minerals bottleneck just gave China that extra confidence to flex a bit harder and be more aggressive than they were in April, because they know they can. Taco and his administration are in much hotter water with a weaker hand. The CCP are card counters and Taco doesn't understand how percentages work.

0o0o0o0o0o0z

> The issue is this also hurts China. We are one of their largest customers. China is also probably worried about growing tensions coupled with this administrations goal of building western supply chains on rare earth elements and critical minerals. This hurts Americans and American companies more and first, vs China -- No one wins in a trade war, but it will hurt the American consumer, businesses, and manufacturers much more. China (they have many of their own issues) but has a centrally planned economy, and China sells to the REST of the world. China is also making SEA its own mini version of China because it can now manufacture and ships from there cheaply. China has been busy since 2016 removing all its supply chains away from the US. The Chinese Soy business is not coming back to America, and the Cotton business is not coming back to America. America literally cannot rebuild its manufacturing base WITHOUT China, or better yet, maybe we could, but at many multiples more expensive, which no company is going to do without massive government incentives.

SmokelessSubpoena

Lol what? I don't follow, what does Trump have to do with retiring in SEA? Also doesn't he no longer tweet? Thought he only uses his product, truthsocial

PERSONA916

Wdym Singapore isn't spending the equivalent of their entire GDP on Nvidia GPUs for domestic use? Are you really suggesting something untoward is happening with all these chip exports to SEA? I for one am shocked!

SmokelessSubpoena

You can retire on VASTLY less than 2m in SEA, likely make it ~20yrs with 1m (roughly speaking), 50k/year is living very, very well, especially in places like Cambodia and Vietnam.

PsychologicalAd7969

Bullish on India and SEA

Kai010209

Sadly I am in SEA, the market is closed now.

Frozen_Shades

TOR v SEA will be a good series. Don't see SET or NYY pulling it out.

Frozen_Shades

Thinking SEA v LA or TOR v LA either way LA

Nicky_Feathers

Markets are moving fast. You read the financials of a company in their “pre-revenue” phase. But markets are heating up quickly. De Gulf region is transformative (WeRide is on pole position in that region. Aggressive roll outs plans on Uber rails (3 cities and counting). SEA covered by Grab rails. Europe lined up, but short term it will be a dominant Robobus play. Robotaxi rollouts will follow in 1-2 years. Australia projects might be announced this month. Riyadh commercial go live launch as well. Also, the most overlooked business unit is probably their innovative ADAS product line. Through global market leader Bosch. So much exciting things happening. I’ve did my DD.

SBTC_Strays_2002

I made the same conclusion two years ago when I visited SEA. I was early though, and saw no gains. Felt as bad as being late.

SpicyHarvati

Gotta be in SEA to make it worth it though.

ImakeBADinvestmentsx

$GOOGL RED IN A SEA OF GREEN feels like February 2025 all over again yay

miawellick

I'm from Thailand. GAP is definitely viewed as a dead brand here. All of their stores were permanent closed a few years ago. Still, almost everyone I know, both men and women, have seen the ad. But it didn't exactly push them to search for a pair. If the ad was effective, we'd see fashion influencers posting and resellers accepting preorders from overseas already. Maybe that's just too much work of a pair of jeans. Or maybe the SEA market is different. But I like your DD so I'm in.

Bronze_Rager

I'm not sure what your point is? Even with all the reddit gloom and doomerism, foreign investors still feel that the US is a better place to park their investments than anywhere else at the moment. Where else are they going to invest in? Europe? Stagnant growth hindered by languages, culture, and politics. SEA? Lowest total fertility rate. China? Major demographic tailwinds from the one child policy along with Xi seizing power for the third term. Russia? Lol'd. South America? Guyana looks promising due to the high quality oil they found there, but everything else is terrible.

thewallran

I think if there's an opportunity to grow and serve more than 500 million people in SEA it could be interesting. I'll put enough into it, but not enough to freak out.

DeeDee_Z

Don't stop there. My IRA is currently distributed across 7 stock sectors and 4 bond sectors. (Large Cap, Mid-Cap, Sm-Cap, Emerging Mkts, SEA ex-China, couple of others; and Government, Hi-Yield, Emerging Mkts Debt, etc.) In this way, once a quarter when I need cash for my "allowance" for the next three months, I can sell **just the one or two** sectors that have outperformed or otherwise become overweight in my asset allocation model. Some will call that *"Trim the flowers, water the weeds"*; but I see it as never having to sell at a loss now that I'm no longer in accumulation mode.

WildConsideration376

BBAI IS NEXT NVDIA..first we clear $10 airport-related contracts and deployments for its artificial intelligence and biometrics technology. These projects primarily focus on passenger processing and security enhancements. The company is also in a position to potentially benefit from future, large-scale airport modernization efforts, though these contracts are speculative.  Airport contracts and deployments Nashville International Airport (BNA): BigBear.ai recently deployed its Enhanced Passenger Processing (EPP) system at BNA's International Arrivals Facility. The system uses the company's veriScan biometric technology to streamline the customs process for international travelers. Numerous other U.S. and Canadian airports: BigBear.ai's biometric and AI-powered identity solutions have been deployed at a range of airports and ports of entry, including: Charlotte Douglas International Airport (CLT) Chicago International Airport (ORD) Dallas Fort Worth International Airport (DFW) Denver International Airport (DEN) John F. Kennedy International Airport (JFK) Los Angeles International Airport (LAX) Montreal-Trudeau International Airport (YUL) Port of Seattle (SEA) Vancouver Fraser Port Authority, Canada Federal Aviation Administration (FAA): In August 2024, BigBear.ai was awarded a shared Indefinite Delivery/Indefinite Quantity (IDIQ) contract with the FAA. This contract, which has a shared ceiling of $2.4 billion over ten years, is part of a team led by Concept Solutions and provides IT solutions and emerging technologies. Analogic partnership: BigBear.ai has partnered with aviation security systems innovator Analogic. The collaboration integrates BigBear.ai's computer vision screening with Analogic's Computed Tomography (CT) scanners to improve threat detection at airport security checkpoints.  Speculative contract with the TSA While not an active contract, a future $5.5 billion AI/biometric technology upgrade by the Transportation Security Administration (TSA) is often discussed by investors and is considered a potential catalyst for BigBear.ai.  This massive, multi-year contract is currently in the planning stage and has not been officially tendered or awarded. Speculation is based on BigBear.ai's acquisition of Pangiam (which worked on previous TSA projects) and the presence of former DHS officials on its management team. As of late 2024, there was no concrete evidence that BigBear

JC7577

Calls on SEA at $.53 🚀

CoughRock

china and other SEA nations were buying us treasury hand over fist with their trade surplus. Boost us dollar strength. They were buying so much we accuse them of currency manipulation. Now we fkk up international trade so bad with tariff and cause them to dump t bill. Suddenly people are complaining about dollar devaluing. Suddenly grass is looking greener on the other side. do people want them to boost up dollar or not ? Pick a side instead of finding new way to complain about every possible situation.

shitholejedi

Betting against Chinese stocks is literally the easiest long term assessment. Its one market where long term stock gains is rare. EV growth is stalling globally and slowing even in SEA. BYD is currently held up solely by internal hybrid demand.

AllCapNoBrake

Took DAL last week for survivor. Took SEA this week. L F G!

Niquill

People dont understand the USD power, regardless of how inflated it goes, there is no alternative to the USD in this current time, or anytime soon. The more you understand that, the more you understand to keep buying America. Other western countries = Heavy regulation of capital, China = not transparent, mega regulation at Capitals expense. Africa = not stable SEA = not stable Name another country that loves capital more than the US, that lets them walk freely around the globe with over accommodating tax evasion.

iThrowwBabies

Done the same, was mostly in SEA, north africa and southern europe (but also Dubai n such bs). It is def possible, and the longer you do it the cheaper it gets. Kinda depends on what you're looking for durkng your travels, what make em fun for you and how you wanna live radically changes the price.

BitterAd6419

Shit company bro. Drivers and riders both hate them. This might pump for a bit and fade away. SEA is poised for a competitor. Since Uber left, Grab took over the entire market and now bullying customers/drivers. This will end some day

thatkidyouknow2

Just copy-pasting from ChatGPT as I’m at work: 🚕📈 YOLOing Southeast Asia’s UberEats: $GRAB DD 🚀🍜 Listen up you smooth-brained degenerates. While you’ve been bagholding $GME since 2021, there’s an actual boomer tech stonk cooking in Southeast Asia: Grab Holdings ($GRAB). If you’ve ever been to Singapore, Jakarta, or basically anywhere that smells like durian and diesel fumes, you’ve probably used this super app to get noodles delivered or grab (heh) a motorbike ride. ⸻ 🏦 The Company Grab is the Uber + DoorDash + Venmo of Southeast Asia. They do rides, food delivery, payments, and even pretend-bank stuff like microloans and insurance. Basically, they want you to never leave their app. Sound familiar? Yeah, it’s like WeChat with extra MSG. ⸻ 📊 The Numbers (aka why you shouldn’t just YOLO calls yet) • Financial Services growth: Up ~34% YoY. Their “bank” side is stacking deposits like I stack ramen bowls after a Friday night binge—+50% QoQ. Supposedly gonna hit positive EBITDA in 2 quarters. Translation: they might actually print tendies instead of burning cash. • Ride-hailing & food delivery: Still competitive, still thin margins, but sticky user base. • Cash needs: Rumor is they’re begging for $2 BILLION in bridge financing to buy their Indonesian rival GoTo. That’s either galaxy-brain consolidation… or lighting a dumpster fire with jet fuel. ⸻ 🤝 The GoTo Deal • They’re in due diligence to scoop up GoTo Group (think Uber + Shopify but in Indo). • If it happens, Grab basically controls Southeast Asia’s gig economy. Regulatory watchdogs will hate it, but imagine the cost-cutting synergies (aka firing everyone twice). • If it fails, Grab still looks like the desperate dude at the bar offering to buy GoTo a drink with borrowed money. ⸻ 🚀 Bull Case (moon math) • Grab’s “fintech” division actually hits breakeven → higher margins than slinging fried rice deliveries. • GoTo acquisition clears → they become the final boss of SEA ride-hailing. • Network effects keep normies locked in → app becomes “can’t live without” in SE Asia. • Stock goes burr. Diamond hands only. 💎🙌 ⸻ 💀 Bear Case (clown math) • Regulators block the GoTo deal harder than my ex blocks me on Insta. • They drown in debt raising cash for acquisitions → dilution city. • Margins get wrecked by higher fuel/labor costs. • Competition (new apps, local upstarts) eat their lunch like it’s free nasi goreng. ⸻ 🎰 The Play • Current thesis: this isn’t a $TSLA rocketship, it’s a mid-term grinder. If financial services actually flips positive EBITDA, market sentiment turns. If GoTo gets absorbed, this stock isn’t just GRAB—it’s GRAB-THIGH-HIGH-GROWTH. • Short term: risky AF (financing + regulatory + integration hell). • Long term: could actually be one of the few SEA tech companies that makes money and doesn’t implode like $SE. ⸻ Verdict If you want SAFE, go buy $AAPL and cry into your 401k. If you want emerging-market, debt-fueled, acquisition-rumor YOLO with a side of pho—then maybe, just maybe, $GRAB belongs in your casino portfolio. 🚕💸 “Grab” these tendies or get left at the curb.

Todd-The-Wraith

Taxes? TAKE TO THE SEA! 12 miles out and you’re in international waters!

Safe-Piano6677

Lived the dream in Thailand 2 years...south America is good but just not near as good as SEA. How do you like Vietnam vs Thailand?

Ok_Degree9915

not Singaporean myself nor do i look at singapore stocks that often, but i look at a good amount of SEA stocks. [Fiscal.ai](http://Fiscal.ai) has great coverage for internatioal and particularly SEA, paricurarly to your point about the tables making your head spin. I completely agree, i prefer visual charts which is why i use this tool often, id way rather *see* the revenue chart as opposed to a bunch of numbers crammed next to eachother

Wowmuchrya

Gay ass nq futures are always fake during clown SEA hours. Check back in at 9 pm when the real traders wake up (unless nq goes red then they are real and true).

creemeeseason

I remember! Payments are definitely hard right now. I do like that they have a lot of exposure to Africa, SEA, and LATAM though. I think these are huge potential markets. I'm not really hurting for LATAM though, since I own NU, MELI, and CAAP.

Gristle__McThornbody

It's 2025. Wen 3 SEA SHELLS?

Wowmuchrya

They'll go -1% at 2 AM when the dumb fucking SEA clown traders go to sleep.

shakenbake6874

what about SE stock. They compete with SEA in some catagories.

roastmaster-

Yes I live in Singapore where Grab is headquartered. Pretty sure you don’t live in SEA

14mmwrench

I've only worked in the Alaskan plants and the ones I have seen were nearly spotless with no waste. It was pretty amazing. Compared to the SEA ships I've seen, that are full of rats and piles of rust that are constantly trying to sink.  The Japanese fleet looked great though.

Anxious_Comfort_85

Slavery was outsourced to SEA and Africa where the local businessmen run the exploitative labor practices while the rest can wash their hands clean thinking "I'm not the one running the sweatshops"