SEA

Prestigious_Tax7415

Once again some poor kid from SEA is about to turn into a generational bagholder. I still feel bad for the people that jumped in on BYND, one moment of naive greed and your life savings is gone.

BedBubbly317

Sure, but then you’d have to live in SEA. Fuck that lol

Erudite-Pirate

Personally I invested in grab after I realised how central it is to life in malaysia and elswhere in SEA prob. It's not a malaysian company but the rationale is exemplified there really well.

Unique_Chip_1422

This is a super easy investment that wall street keeps getting wrong. All the stuff that OP is saying is mostly true but I would add/change TikTok has not caught up in major markets but Shopee's total % of market share has been ceding to major competitors. That being said, SEA is still majorly under penetrated (13% on average in SEA) in e-commerce so even despite losing minor points of market share, it's of a larger and ever growing pie, so GMV and revenue continue to climb despite this competition.  They continue to invest in their moat to for e-commerce and have a massive lead in digital banking in a massively under banked region of the world.  They DO NOT have to maintain 50% market share in all their markets to win. They just need to continue blocking and tackling and this company will be massive one day when the market realizes the revenue, earnings and cash flow growth are undeniable and inexorable. GDP is also elevated in all their markets relative to developed economies so they have a multi-decade long runway and proprietary lead in logistics and tech. It's kind of insane how the market is being so short sighted. I've made a sizable bet on SE and am not selling a share until $500B.  The market turns from a voting machine in the short term to a weighing machine in the long term. It's only a matter of time. 

jimbob57566

This entire pitch is just “the market is wrong” wrapped in EBITDA fantasy math. You’re slapping premium multiples on a Chinese subprime lender right after regulators nuked its highest-margin loans, then pretending one quarter of sequential growth means the problem is solved. “$900M net cash” means nothing if the business keeps deteriorating or the cash isn’t realistically extractable for shareholders. And calling it a “free $400M EBITDA business” ignores the obvious possibility that the EBITDA is low quality, cyclical, regulation-crushed, or headed sharply lower. If this thing were genuinely worth cash + SEA growth + a stable China business, it wouldn’t trade like a dying cigarette butt. The market is telling you the earnings are trash and nobody trusts them.

urbantechgoods

Trust me I know, if she could travel and didn’t have a boyfriend that’s exactly what I’d do. Also I don’t trust doctors in SEA to do a transplant. Maybe would trust Thailand

IfTheBingBongs

True. But sometimes there are more suckers than there are winners and right now is feeling like sucker city. Call me a bear, whatever. I’m honestly too scared to even short. I have no idea what the fuck is happening. SEA Countries are rationing fuel and the market is booming? I thought I was retarded.

urbantechgoods

I think for nature traveling the US is my favorite but if you want to feel like a chad millionaire, and still be able to find super cool nature and really feel like you’re on an adventure, and avoid annoying overtouristy places. Philippines and Indonesia. Indonesia has the friendliest people I’ve seen in the 40 countries I’ve been to. Also china was super cool, felt like a chad there but isn’t as cheap as SEA. Taiwan would be an interesting place to live as well. But it’s really small. Scootered across half the island in a week.

CAGR_17pct_For_25Yrs

Regulation risk is definitely one of the main things to watch with GRAB, especially in Indonesia. Completely fair point. But my thesis is that GRAB’s scale, brand and ecosystem strength matter enormously long term in Southeast Asia. Ride-hailing alone is not the interesting part to me anymore. It’s the combination of mobility, food delivery, grocery, payments, financial services and local services all sitting inside the same app. That ecosystem is already deeply integrated into daily life. Myself, and basically everyone I know in SEA, use multiple GRAB services almost daily. Not just rides, but food delivery, payments, shopping etc. In many places it has become the default app people open without even thinking. The Robinhood case in Thailand shows this very clearly. SCB launched Robinhood with a model that, on paper, should have been extremely attractive. It was designed to help restaurants avoid the high commissions charged by GRAB and other delivery apps, and many restaurant owners loved the idea philosophically. But consumers still overwhelmingly stayed with GRAB. Even at Robinhood’s peak in 2024, it only reached around 2% market share, and the following year that reportedly fell to below 0.5%. To me, that says a lot about the moat. Even when a restaurant-friendly, commission-free alternative existed, users still chose the platform with the strongest ecosystem, driver network, convenience and habit formation. It’s not only Thailand either. Uber exited Southeast Asia years ago. Foodpanda’s parent company, Delivery Hero, has also been retreating, closing or selling their operations to Grab in several markets. Meanwhile GRAB has kept expanding and embedding itself deeper into everyday life across the region. I also know many restaurant owners in Thailand who complain that GRAB “rips them off,” but at the same time admit they don’t really have a choice because that’s where a large part of the customer flow comes from. So yes, regulation and commission caps are real risks. But the fact that restaurants dislike the fees and still feel forced to be on the platform actually shows how strong GRAB’s network effects already are. And regarding the “PC space,” I’m fully aware there are great opportunities there. I’ve had and still have multiple investments in that space which have generated 7-digit profits for me. For me it’s not either/or. I’m diversified across sectors, and I’m comfortable with GRAB being around 4.5% of my portfolio because I see it as a long-term SEA platform / super-app investment, not just a ride-hailing stock.

mecwp

Haha I would not hold my breath for it as there are other compelling opportunities in the PC space at the moment. But I am certainly impressed by how much conviction you have in GRAB to amass a stake exceeding 500k USD haha. Being a user and a frequent traveller around SEA def did not give me confidence in that, not after IN's recent ruling limiting the comms that ride hailing app can make from each trip.

potato111a

Could've lived like a KING in a SEA country with that 500k LMAO 🤌

Mark_of_Divinity

His macro read: "SEA economies are showing stress" — Mostly accurate. Thailand is forecast to grow just 1.3% in 2026, weighed down by household debt. Vietnam drops from 8%+ to ~6.3%. (The Diplomat) The informal economy stress he's describing — people can't pay rent, transportation costs up, jobs scarce — is real and documented. Not exaggerated. WSE (Wise) play: economic stress → more remittances → Wise wins — Directionally correct, but oversimplified. The remittance thesis has data behind it. The overall remittance market is projected to grow from $828B in 2025 to $879B in 2026 (GlobeNewswire) , and SEA remittances alone are projected to reach ~$98B in 2025, growing 8.22% annually. (Marketresearchsoutheastasia) Wise is well-positioned — it holds roughly a 24% share of the fintech digital remittance segment. (MoneyTransfers) The flaw: remittances flow counter-cyclically — meaning when the receiving country does badly, inflows actually increase as diaspora send more help. So his logic works. BUT the problem is WSE already priced in strong growth. It hit its all-time high the day it listed on Nasdaq (May 11) at $17.47 and has since fallen nearly 15%. (TradingView) He may be buying a solid company at a frothy entry.

iSupportBillionaires

High oil prices are absolutely destructive to SEA countries.

Fancy-Atmosphere-701

Least pathetic and obnoxious sexpat lmao Sex tourism in SEA isn't really as popular for Gen Z as it was for boomers and millennials

Berkelium_v2

its easy to have 20 girls rotation without money in SEA, well played

itsnotshade

Pakistan got screwed by disruptions after the Russia/Ukraine war upended and relies a lot more on renewables today. 25% of their energy is solar powered now. They’re not nearly in as bad shape as places like India or SEA if it continues, but nobody wants to accept being ruined “less” by an energy crisis if the alternative is fixing it.

dataCollector42069

i might all in something too. Just bought 1k FRMI off some DD post have no fucking clue what it is. Kinda want to hit 1m and fuck off to SEA and retire

k0unitX

The joke is that you don't get to be a wealthy, liberated, low birthrate country AND not take in immigrants - you end up as a society full of old people and no one to, you know, actually run the country The demographic differences when I travel between East Asia and Southeast Asia are absolutely wild. SEA, I feel like everyone is in their early 20s, East Asia, everyone is 65+

FatFluffyFish

Yoooo I am from SEA. Remote + setting some SL and TP is all I need. But sometimes when price action is fun, I stay up and take 4 hours of sleep before going to work lol

FatFluffyFish

Used to be a tax consultant for AMAT SEA region. Think I will throw in some calls for old times sake. Don’t fuck me AMAT

NightOfTheLivingHam

I wouldn't call fucking up in Iran a mistake. We keep looking at it like it was a blunder, but if you look at it from the angle of it being an attack in Bad Faith, here's what it accomplished: Shut down the Strait of Hormuz Destroyed all oil production in the gulf Provided a new reason for Israel to get more arms shipments Provided a reason to spin up idling munitions and weapons factories Khamenei's son is now in charge, likely had been waiting for years Iran benefits from higher oil prices prior to this way Iran was dealing with social turmoil, that's now completely over and the Iranian people are now going to back the regime more than ever. The oil shock will hurt international trade, food supplies in SEA and Europe. China imports a lot of oil from Iran, it hurts their trade in the pacific. It will also hurt trade with Europe. However China has the means to weather it out. Europe, Australia, Mexico, South America, not so much. Why will this hurt trade? Ships needs bunker fuel to cross the ocean. No oil means no bunker fuel. means less shipments and more expensive transport. Enter the United States and its desires to weaken europe and canada for its own home grown trade. Weakened trade with China hurts Canada's ambitions to become less dependent on the US, it also hurts trade with Europe who will not have enough oil to do large amounts of trade, not to mention reduced fertilizer from crops. Unless they tap into the US' oil, which currently, the US is starting to do massive amounts of oil exploration, opening up public lands for exploration and drilling. Offshore drilling is also set to resume soon as well. The US has the infrastructure to start selling oil to europe and china, keeps the petrodollar alive, and gets everyone to stop looking at trading it in gold or the Yuan. As a result, the US can put itself in the position to demand things, like greenland, and taking canada, and has recently announced they will be annexing Venezuela as a territory or a state. Canada is going to lose any leverage it had to become independent of the US. Basically the attack on Iran was an attack on the global economy and global order, and the US just happens to have the thing everyone needs. Oil. This is why this administration is hot to trot on oil, and will benefit from higher oil prices. The reality is, the US is playing Russia's game and has the power to do it, and holds everyone's nuts in a vice. Worse, the US could just leave the EU in the cold with higher prices and an economic disadvantage. Will things be good for american citizens? Hell no. Will things be good for american billionaires and oligarchs? yes. So investing in oil and oil drilling companies will be the move to make. China's going to be given an offer to play ball with the US' ambitions and continue to prosper or else.

fishbowlreferral

Been living in SEA for the past year as a remote worker and for the past few months it seems that TikTok has been pulling back on their spending (promotions, vouchers) vs. trying to drag Shopee into a price war, so my take is that TikTok is also trying to push their e-commerce arm towards more sustainable, profitable levels vs. trading the #1 spot back and forth vs. Shopee. Shopee‘s Management team also seems quite competent, hire mostly ex-consultants who are good at optimization. My only concern would be whether there is a broader creative long-term vision beyond the same logistics moat that they‘ve been touting every call

alarickeil

My favorite non AI growth story right now is probably digital finance outside the US. NU, MELI, SEA, even some Asian fintech names still feel early compared to how mature US consumer finance already is

soyeahiknow

SEA calls

HourEntertainment275

Can’t exactly rmb, iirc a C suite member sold his/her stock at $70-80. Insiders are already selling, doesn’t make sense to invest in SEA

ZealousidealGrab1827

It has felt that way for a year. Source - worked for a dotcom in SEA in late 90’s. Still working. Make of that what you will.

name_mcnameface

The insider selling was not on my radar. Such a shame, I will look into that. Wonder what the reason could be for the lack of confidence. SEA drops easy yes, if numbers aren't that good it would probably lead to lower valuation yes. I think I will hold though, I plan to hold for the long term as long as I am convinced.

JC_0474

Amusing timing on this, but yeah I agree with a lot of the other comments. Virtually everytime SEA is poised for a breakout there’s a sudden burst of insider selling that just crushes sentiment. I don’t usually pay attention to that stuff but it’s reached concerning levels. I’ve held awhile and am down about 10% after todays rally (wish I’d gotten out last summer), and am going to bow out before earnings, maybe before MELI reports tomorrow idk. The oil issue even if it’s about to be resolved is going to lead to an unpredictable report an I’m worried about another freakout, even if it’s unjustified.

Yogurt_Up_My_Nose

dude I know the mods don't care, but that's racist against the SEA community.

Sn0sw3at

Yes, we say SEA Monkey for short.

hellario

You mean SE, right? SEA is actually doing well considering shipping disruptions. Interestingly, Morningstar still has SE at 93% buy, but yeah it's taken quite a dip. Can't say I'm familiar with the company though. At 59% off 52 month high, seems like there's a lot of room for a turnaround. Curious what May 12 will bring

zholo

I'm waiting for SEA to come back. He is big in it

BossDaddy2025

SEA is shit hole, very toxic and salty players, Invoker is my signature player

Few-Frosting-4213

Does playing pubs against SEA players threatening to do unspeakable things to my mother count.

KindLong7009

I'm also working in Asia. I know SEA countries are cheap, but surely you'd want more than $250 to retire off? My goal is £1 million for security. Visa costs for retirement in Thailand are a fair bit too

Sufficient_Insect812

The freedom and fun I had on a 3 month solo SEA trip was peak. I've been searching for that feeling ever since.

floo82

They're famously degenerates that buy anything at any price every single day. Only goes red for big macro reasons that affect SEA

Dull-Tea8669

It is, in SEA or the Balkan

Bravadette

SEA FILLIBUSTERING... aka piracy

TorontoNewf

Mostly tech. I have maybe 30+/- tickers on my shortlist, and subscribe to an analytical service for more input. As a retiree in SEA, I frequently go through the same puts regularly; looking for simple cash flow as an essential, while appreciating growth as a bonus.

bartturner

I actually just got back from China. Shanghai. I can assure you they are still selling cars in China. They are selling Tesla all through SEA. I spend a lot of time there. More than the US. They use to sell well but that is no longer true. China is just crushing them.

pennquaker18

\~55-60% of Hormuz supply has been redirected, and currently things are trending towards it reopening. It will take time but it will improve versus the last 6 weeks. Unless there's reescalation then the EU and certainly US will be fine. SEA is tougher to call but less important to the global economy.

ytman

Bros, remindme! 25 days, US is escalating in the Strait. Best case the blockade of the blockade strangles global oil supply within weeks, just look at SEA nations. Worst case there is an attempt at reigniting hostilities when Iran doesn't give up its need for nuclear deterence. Which its been clear about for over a month. The US 's failure to topple the regime means that Iran is incentivized to get nukes and other deterrence. Iran will be able to take out so much of the ME when the US crosses the next escalation line. This will be painful in very way. The market is living on cope, unless I am wrong and Trump has the balls to tell Israel its on its own.

EmbarrassedPart1256

Thanks, you too! It’s going to be a long month, just waiting for the first dividend to come (ideally I’d like a monthly one but monthly payers aren’t usually the best stocks, it seems). I’ve tried swinging my one holding, $RITM, daily but I always time it wrong even if I planned it right before the market opens. The fluctuations mess with my mind. Something I read last night sad there are studies about how those who don’t touch anything make out better than those who do, it’s just hard when it’s all I look at all day. I’m curious what your “number” would be, to consider taking the plunge & living off of doing this. I can also share mine; it was definitely a bit unrealistic when I started but with a few all-in YOLO plays I got to a pretty solid amount. FWIW, for anyone who wants to live off of trading, if their situation allows it, I highly recommend living abroad in any number of countries that allow you to live off of much less than in the US. Latin America & Southeast Asia come to mind & have been good to me, the only thing about SEA being that the markets are open overnight & it destroyed my sleep schedule. If only I’d cashed in on $CTM at the top… life would be different. But again, as a minimalist living in a place where the USD exchange rate is pretty favorable, it’s an alright setup.

kraken2b

it reminds me of YouTuber Elliot getting abducted and eventually killed for choosing to live in remote island of Philippines with his locally met wife there. May be you're still fine for long-term stay in SEA capital cities. For their rural areas, you likely on your own to deal with the local gangs and corrupted officials.

Thepandashirt

Bro you have $2M. Literally could drop all this in like JEPI and go fuck off to thailand or vietnam to live on a beach. You could afford like a hooker a week with that sort of money in SEA. But no, you have to go gamble on a garbage name in their main competitors app. This is peak WSB

TimelyBodybuilder121

Well if you look back market more or less ignored covid until there were layoffs + lockdowns. They ignored the Fed saying they will hike rates until they started doing it in 2022. They will probably ignore oil until there's an actual shortage and rationing in the more exposed regions (EU, China + SEA).

SeltsamerNordlander

It's a bad idea because it is going to do absolutely nothing for the war effort of forcing the strait open, while simultaneously creating even more anger at the US from everyone. Likely to see more active support of Iran against the US by SEA countries, China, Pakistan.

reanima

Thats not entirely true, some of these SEA countries were getting oil through, though they paid a toll to do that but its better than getting no oil at all. A full blockade means no one gets anything.

Neat-Concentrate-239

Just drive the oil WEST and use the, you know, MEDITERRANEAN SEA? lmao idiots

bartturner

Get out of the US and to SEA or China and you will quickly see that the Y and 3 are aging platforms and not close to keeping up the competition. Which is why you see them selling less cars in 2024 compared to 2023. Then even less in 2025 than they sold in 2024. Same story happening in 2026 with no end in site.

Puzzled-Intern-7897

I wrote this myself, if you don't believe me that's on you. Just as a defense for my case, look into the links about suppliers. That data is not callable by API, instead you can download an Excel file, from which I then roughly calculated the % of regional exposure to SEA

Puzzled-Intern-7897

I sat down and wrote that, I looked into the supply chains of Puma, Adidas and H&M myself and roughly calculated their exposure to SEA. This is my own work

DiarrheaFartLover

Amen. At this point I think the only way it's happening is if I get an inheritance. I don't even give a shit if it's in some small town in the middle of nowhere. I don't have any desire to meet new people, this country is a dump anyways. Part of me wants to fuck off to Vietnam or somewhere in SEA and live in a luxury apartment for $150 a month (utilities included) and like $200 in food costs. I could swing it.

PlayoffsSWIFTIES

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McKoijion

Someone made a comment about North Korea firing off a random missile so they wouldn't feel left out. I thought they were joking lol: > N.KOREA FIRES UNIDENTIFIED PROJECTILE TOWARD EASTERN SEA - S.KOREA MILITARY

niceguy897

N.KOREA FIRES UNIDENTIFIED PROJECTILE TOWARD EASTERN SEA - S.KOREA MILITARY well somebody has to fire'em

EmbarrassedPart1256

Ah, I feel you! Yes, SLs all the way then; I was in SEA for a few months last year & watching the market nonstop absolutely destroyed my sleep. Meanwhile $BYND popped off & I was too chicken to hold (I lost money panic-selling dips).

DISAPPOINTING_FAIRY

Easter may be a New Testament holiday, but I appreciate 🥭's callback to the classic Moses line, "OPEN THE FUCKIN' SEA"

fallingdowndizzyvr

> Hence: Why most new additions in the US are renewables too. It's not even political at this point - it's literally what is just happening because of money. But then why are you tariffing it so much? "a 50% tariff on Chinese solar cells" https://www.cnbc.com/2024/05/14/biden-raises-china-tariffs-on-evs-solar-panels-batteries-.html While about 80% of solar panels are made in China, about another 10% made in SEA are by Chinese companies so also are subject to tariffs. So about 90% solar panels are "Chinese", so effectively that's a 50% tariff on solar panels. That definitely does not promote solar power. Where residential installation faltered when the tariffs took effect.

gatoss5

We've got a democracy that's failed us. The USA is led by senile old men and a military-undstrial complex that constantly interferes in regions all across the world (SEA, Middle East, Latin America, Africa). Meanwhile, China's ruled by a dictatorship that has the capability to invade nearly all of their neighbors, and their only public military ambitions are to one day invade an island that's \~100 miles off their coast that's already filled with people of their own ethnicity, other Han Chinese.

alexnsx

Fk man as soon as I hit a few million I would've dumped 2 mill in VOO and 1 mill in a bank account and just peaced out to SEA.

PisceS_Here

That's retirement money in SEA...

TimelyBodybuilder121

It will not care until most of Asia and the EU start to forcibly dump US stocks and treasuries to outbid each other for oil. The US is self sufficient when it comes to oil. Most of the EU, SEA, China, Japan, S. Korea aren't. These regions hold the most US treasuries and their pension funds hold the most US equity. Make of that what you will. Iran and Russia being under sanctions do not hold shit and they do not give a shit.

anothernic

Europe is rather close to Africa in regards to a lot of resources, and China has been pouring billions into the New Silk Road project for similar purposes in both Africa and SEA. I'm not terribly optimistic about any of the potential outcomes of this situation, but I really don't see one that goes well for the US if the petrodollar collapses while foreign holders exit treasuries. Donnie is spending like a drunk (all while insider trading to increase his own wealth) just like most past presidencies, but economically things are grim. I *hope* you're right as a citizen of the imperial core, but I guess time will tell.

AUX4

UAE have Fujairah. I mean yeah, countries with no other option will pay the toll regardless of the price. But countries who can export by non-strait ports will, and will likely expand production there. Houthi blocking the Red Sea would put greater oil flow into Europe, making energy a bit cheaper there. But likely Saudi would just sail around Africa and SEA would pay the price.

LongNVDA

Also: We will get influx in USA safe haven. Losers are Europe/SEA

dearkosm

Iran will let SEA and China goes through. For Europe, hope they have good luck.

Serenaded

I bought a large position in WEN for the dividend rate and the oversold factor being at extreme levels. This is a staple fastfood brand, it's aggressively expanding overseas into SEA/EA/OCE at the expense of closing unprofitable USA stores, and I honestly can't see a brand like this fading out. So even without financials it's bullish. It has a fair amount of debt, which is why stores are closing because they're finally taking steps to address it. That + a dividend cut will get debt under control and the stock will come back fast.

slimyoldbastard

> they will be better off if they started accepting more workers to be bus drivers and restaurant cooks especially if they're from culturally more similar places like southeast Asia, but its still going to be a big shock to the system. Which is what they're already doing, cmiiw. What Japan has been doing is trying to replace some blue-collared work with Robots for decades, then they also used foreign labour (through the controversial "internship" and other programmes). I still think that the more ideal system is somewhere in the middle of what Japan is doing and what the EU is doing too. Unfiltered immigration only adds more problem to your aging or unproductive population. But close-to-zero immigration is also not really the solution. What Japan is doing right now seems okay (with trying to fill the gap in their labour force with SEA labour), but it's definitely just a stop-gap. Japan is slowly trying to fix its labour laws, working culture, childcare environment, etc. but it's going to be a slog to go through a future where the societal change they want can be achieved. That and maybe they should just make more animes, music, and J-Dramas about wholesome families and making babies lol.

Liamzxczxc

I'm from SEA and my company that employs thousands implemented once a month RTO mandate until end of April. Demand destruction is on the way, but the next thing will be worse which is growth shock. Trying to buckle-up as this will be one hell of a ride.

qitcryn

Great points made.. I've been loading on NIO (not mentioned) and BYD... I've traveled SEA region over the past 2 years and each trip..im seeing more and more them.. they are priced very, very aggressively for global domination..and with the oil prices especially in the region.. This war will be the lynch-pin for their rise

MosskeepForest

Nah I'm currently in China. Going to be in Japan and SEA for a long time I suspect..... I'm going to miss all of the patdowns and TSA unpacking all my shit in America though. Oh yea, and all of the Karens with min wage jobs on power trips. Nothing feels better than paying 20 dollars for a sandwich, them expecting a tip, and they not even grunting at you when they give you your food. American service -chefs kiss-

leeuwvanvlaanderen

For Americans, probably. Meanwhile SEA’s running dry

Specialist_Fig9458

Bessent can try but you can’t keep the price down the second SEA starts to have shortages. The price of oil could stay above $120 for a prolonged period. Anyone in the mood for Volcker’s hammer? I hear it’s spectacular this time of year LMAO

seifer__420

My wife is from Thailand, and her family says many gas stations have no gas there. I suspect this is true for most of SEA

Sniper916

US is the richest country in the world. you were able to amass 100k in savings in which most people in the world could never dream of saving (90th percentile). you didnt fail because of usa, you just gambled with all of your eggs and expected to win for an easy way out of not working and contributing to society... if your <45 years old, on avg, you can still retire respectfully in the USA at 65 years old if you stop gambling. If you're older, save as much as you can then retire in a poor country like thailand (SEA), mexico, panama, etc. you have so many options, almost impossible to fail in life living in the USA. brit bongers still live with their parents in their 30s while ur crying about losing 100k to the casino.

About_to_kms

Their revenue growth is fantastic. People are praising the service. It is a loved product. I rate the management and trust them. They are aligned with shareholders I just done see SEA Ltd usurping MELI And Amazon is a great opportunity , nothing against it, but I’d rather my money in MELI as I see more potential growth

Existing_Emphasis_33

Yeah those 2 r for sure the safest bets. SEA seems the most beaten one from a chart perspective. What made you not consider SEA?

djskeets15

I'd say all 3, but more into SEA and MELI, bc their way smaller market cap and are growing in developing countries at a faster rate than Amazon. But all depends on your risk tolerance, I'd probably do 30%(sea)-30%(meli)-40%(amazon) to stabilize the trio.

Mundane_Bread7471

JUMIA!!! $JMIA...EM turnaround play.. Pan African E-Commerce company led by CEO Francis Dufay.. Company was founded in 2013 and IPO'd in 2019 to much fanfare hitting almost $55 a share in 2021.. but the burn was out of control and they didn't have a business that worked to serve the local markets... it was going to go BK right before Dufay took over as CEO in Feb of 2023 after running the Côte d'Ivoire operations since 2014 and growing it into their best/only performing market.. currently about $865M market cap... They just had their record revenue quarter in Q4 $61M up 34% YOY (GMV growing roughly 36%YOY).. They have brought the net cash burn down to around $1.7M for the quarter with $78M in cash and no debt.. much higher barrier to entry for competition than people realize.. The markets they serve are 8 countries 600M people (Nigeria, Egypt, Morocco, Kenya, Cote d'Ivoire, Senegal, Ghana, Uganda) they are young and growing and the last to the digitally connected party.. The first thing Francis did as CEO was get them out of several underperforming markets where they couldn't win in the near term down from 13 countries to 8.. He also closed the gaudy Dubai headquarters and reduced headcount.. everyone in corporate now lives in Africa.. he then spent the first two years rebuilding the supply in China (only place he hired in the first two years was in Shenzhen) where he needed to rebuild the sellers trust and retool the website to sell products that the customers could afford.. think white label tv's for $70 and sneakers for $6.. Then they consolidated all the warehouses in their core markets (they rent these buildings keeping costs low like ML does in South America).. the next thing was to target the rural "poor" where even his colleagues thought was crazy, but that is where the majority of the population lives.. so they set up pick up stations to lower the cost of last mile delivery and set up "J-Force Teams" to educate people on e-commerce.. Their cost to deliver to customers is down from $10+ to $1.90 and they are profitable on the variable cost on every delivery, and now more than 60% of their orders come from these rural areas..Amazon and Temu can't just pour money into these markets to compete..Jumia has built a super sophisticated partner networks for delivery and logistics..They use local partners to move the goods and and locals own the pick up stations this keeps Jumia from being ripped off because people aren't robbing their neighbors like they may be tempted to with a company listed in the USA.. these are countries with no national post office, they have solved this and plan grow a logitics vertical around this long term for non Jumia customers..Amazon can't just buy 1000 delivery trucks in NIgeria (they don't exist and the infrastructure to service such assets is nowhere to be found..Francis Dufay has cracked the code to grow this business and even at a 10x by 2030 it will be a fraction of the market cap of global E-commerce companies like SEA and MELI.. It is a combination of the digital technological revolution of the last 25 years in the US, the untapped growth off the floor in countries with GDP per capita under $10K, and the strong frugal leadership of Francis Dufay who acts like and is an owner and the excellent steward of your capital over the next 3 to 5 years..I am long JMIA

DMT1703

Ah yes the shit pumped hardest in my watch list. Some German company that have some funny idea about green techs and random ass Chinese and random ass SEA companies.

DMT1703

Gonna go to SEA beaches this Friday to celebrate my gains. Ite good bye and good luck Wallstreetbeters.

Marcus_Aurelius71

They are already dying. Sri Lanka just announced Wednesdays as holidays and reduced work hours. SEA is also doing the same.

iThinkiStartedATrend

Thailand is freaking out about fuel. Only saying this because the straight doesn’t really impact the U.S., but SEA countries are feeling it

Hamzehaq7

that's a pretty big deal! $40k per vehicle sounds decent for a robotaxi, especially if it catches on in SEA. i'm curious how the partnership with Grab will unfold though... if it works well, we could see a lot more of these popping up. also, that chassis from Geely is interesting, hope it holds up. did you catch any details on their plans for scaling up after this initial rollout?

Brokenandburnt

They got bombed to shit last year by Israel with a follow-up fuck you from the US. Two carrier groups sailing full tilt towards the middle east, leaving SEA and subsequently Taiwan without the deterrence from a carrier.  The only thing lacking to make it even _more_ obvious would have been Trump and Bibi pantomiming it out in the Oval Office.

Obvious-Teacher22

Soy de Chile y un proyecto minero puede tardar años en ser aprobado por la SEA (servicio de evaluación ambiental). Busca el proyecto dominga como ejemplo.

RemarkableVictory990

ASIAN ALLIES ARE WORRIED THE UNITED STATES IS DIVERTING MILITARY RESOURCES TO THE WAR WITH IRAN, POTENTIALLY WEAKENING DETERRENCE IN THE INDO-PACIFIC INCLUDING AROUND TAIWAN AND THE SOUTH CHINA SEA. Is this bullish[](https://x.com/FirstSquawk/status/2032225264483405934)

Big-Revolution3842

Demographic collapse when there's a fuck ton of automation across the board might be a benefit though. We're assuming it's bad based on pre-existing economic models of manufacturing output. China's already happy to push low end manufacturing to it's neighbours because a richer SEA is also less likely to be moved by western foreign investment threats. And they already have numerous social programmes in place. If UBI is a reality they're way more geared for that than the US... and if not, well there's still tons of Chinese cities for them to keep building and investing in. I do agree that the US still has a lot of runway to play with before something catastrophic but this admin alone has opened up countries across Europe, Africa and Asia to realise the US isn't the default partner to work with. A lot of the bargaining chips have been lost.

BrokeDickRizz

It’s extremely large, but the shipping lanes are not. Keeping the shipping lanes mine free is simpler than it sounds. They don’t need the entire SEA to be mine free - they need a route on GPS that every boat follows because it’s safe

International-Fly933

LOL, if you look at the past track for the SEA VIBE on marinetraffic you see the biggest "nope!"

ManBearPig_1983

Under the SEA🎶🎶

Send_Lawyers

FRENCH PRESIDENT MACRON: FRENCH DEPLOYMENT IN MEDITERRANEAN, RED SEA, HORMUZ STRAIT WILL INCLUDE EIGHT WARSHIPS, AIRCRAFT CARRIER, TWO HELICOPTER CARRIERS Bullish.

pepecapital

FRENCH DEPLOYMENT IN MEDITERRANEAN, RED SEA, HORMUZ STRAIT WILL INCLUDE EIGHT WARSHIPS, AIRCRAFT CARRIER, TWO HELICOPTER CARRIERS Finally some balls from the french eating baguette fags

Imperial_Eggroll

As a tourist, I loved Grab when I was in SEA. I don’t think it’s a stock to make short or long term money on though.

BerryExpress

let me make it even simpler to u. shaheed drone flies very, very slow. it is very loud, flies low and is easily spotted both with and without a radar. it can be knocked out with a handheld rifle albeit this makes its fallout dangerous. nobody is shooting shaheeds with multimilion dollar rockets unless they got swarmed at a single target and some went through. nobody would even waste a phalanx salvo on one if there is anything airborne around with a deck gun (fighter) or a mini (chopper). and yes u dumbass, there is plenty of airforce IN THE MIDDLE OF THE SEA cuz there is plenty of targets at the sea. would u like me to school u some more?

TomatoSpecialist6879

Technically yes but it's mostly to prevent being arrested in countries that still give a shit. Europeans prefer outsourcing to Eastern Europe, everyone else outsource to SEA and South Asian countries. It's why when Twitter had that location update, majority of the propaganda and bot accounts turned out to be from SEA or South Asian countries.

TomatoSpecialist6879

LLMs made bot nets impossibly easy to create and deploy, they can generate millions of them easily nowadays and just outsource it to SEA and South Asian countries.

DMT1703

Mfw the only shit pumping this morning is some SEA countries.