SEA

EmbarrassedPart1256

Thanks for the heads-up; earnings guidance does look to be good! I've got a stupid OTM CSP sold but now I'm considering getting some share too. I hate when the P/E is so high though; things like that don't feel "recession-proof" to me. It looks like $3 strike CSPs aren't even worth your time either so I'll stick with the one I have @ $2, maybe double down on that. That being said, when I was in SEA, I saw Grab drivers everywhere; it truly is the Asian Uber (buyout candidate?). I never liked using it because the app was a bit glitchy (too big) & you have to verify your credit card with a text code each time you use it.

ImaginaryAdvice3407

$4.5million and I’d be sipping mojitos on a beach in SEA.

slothropdroptop

Korean index only down 25% in a month. Very nice job 🥭 how you treat your allies. Lucky so called rivals can drink sweet Russian oil while EU, Japan, South Korea, SEA, and Australia face economic collapse. Oh AND tariffs. LMAO

got-trunks

Correct that the chip push is a domestic security strategy and a smart one, chips are chips DRAM and NAND are generic commodities those are fine they will end up everywhere, cpus like from huawei and longsoon will be in domestic products first then export capacity Russia SEA Africa, central / South America it’s not hard to understand where they I’ll end up when you look at the amount of money in peoples pockets and who the Americans are bombing

AdvancedScheme273

30k-50k is crushing it in Latin America or SEA

niloony

Japan taking SEA's so drain is slower at least.

k0unitX

This is hilariously false. If Korea loosened its immigration requirements, they'd have a flood of SEA immigrants tomorrow. > And there are already enough immigrants in Korea. The birthrate says otherwise. No more immigrants in Korea = Korea literally won't exist in a few hundred years. Pick your poison, I guess.

magneticanisotropy

Eh... TBH, I wouldn't do it. You're young. 32 is young. Easy to get bored, 12k/year isn't that much disposable depending on (a) where you live, and (b) if you want a thing even approaching a standard early 30's lifestyle. Also, you'll be in SEA. I would imagine you're going to want to be able to travel around. I lived in Singapore for quite some time in my 30's, and it's one of the best parts. 12k/year would extremely limit this. And in the meantime, you're in your early 20's in NYC. Live a little. Enjoy life, not just looking forward to hitting a number. Don't sacrifice living just to say you retired early. But that's just my 0.02$, your milage may vary.

gotdome

TLDR: $2000 or less I give the below info for insight in case anyone is serious like I was about leaving. I knew I was for a while like the commenter… I really did NOT want to be living at my parents house in my 30s, I did see the financial advantage but it doesn’t outweigh the baggage I gotta deal with. US given my preference and resources was no longer a desired place to live, I have nothing really tying me down and everything was telling me to go. This is my 3rd time just traveling the globe since early 2025, and I have watched places like Japan and Thailand specifically get a little more expensive in certain areas—these are two countries I frequent, have friends in both immigrants and locals, and Japan I plan to move to/been self teaching language. I already got offered a job via networking in person, I’ll figure out something else when I need to work since right now I don’t. I’m in my 30s That said: my quality of life — I am low maintenance as I said I sold some of my prized materials like my car which I dumped money into working on for nearly a decade & everything else I owned—put stuff up on fb market place, grailed, you name it, just shooting photo and now video which is my hobby—that’s where all my money goes and that’s all I kept except sentimentals. If I need comfortable travel I’ll pay for it, I have a crap ton of miles and points from my previous career which took me many places so any tickets are usually paid for via $5-50 for the taxes and the rest is points and I can go anywhere. Went to like 13 countries last year for less than $1200 in taxes and idk how many points. Accommodations are private and usually have everything I need. I can eat pretty much whatever I want out or take out (no tipping is required in this part of the world but I still do it and it’s nothing compared to US). My medical care is outstanding, fast, convenient, and incredibly low, I hold a travelers policy that has everything I need for $70ish a month that’s extra with electronics usually it’s $50-60 for someone my age. All of this equates to maybe $2k a month max, and that’s a high month. I’m spending like $35ish on avg a night sometimes because low season in an area or it’s just cheap like in southern Thailand rn it’s maybe $18 a night and I have an entire bungalow in the middle of the rainforest comes with breakfast. Never spending more than $50/60 a night unless I’m in Tokyo depending on where sure. Mind you, all these prices are tourist pricing because I’m just traveling, not working, and can afford to offset those differences now. Living, Thailand like $500 a month in rent for a 1b1b in a high rise, Japan I have a friend there 10 years $500 a month never increased rent living well—you can still find steals, maybe not central Tokyo. I’m taking grabs (their uber or scooter) or I rent a scooter with AAA international permit $30 and ur driving anywhere pretty much or riding like in SEA that’s like $5-10 for gas for the week/$7-10 for the scooter. In Japan it’s train and it’s nothing/gets you everywhere. I only uber if it’s like 12-3 am and I don’t want to wait for the train. Vietnam is cheaper than all this. So is Indonesia. And Malaysia is also cheap in some areas — all weaker to USD in daily living and I can’t speak on Indonesia since I haven’t been there or The Philippines yet, but Malaysia / Vietnam also outstanding. That’s if you aren’t luxury accustomed in some regards, most can be accommodated though. Theres so much money in some of these places yet you can still have a decent quality of life on a below avg US salary. I have friends making like 50-70k in yen and that would be cutting it close in places like NY/LA, in TYO $70k is phenomenal living. So yeah, there’s no way I’m going back to US unless like my family desperately needed me. I’m building a life outside of it and can still invest to get back to topic — I learned to trade literally while traveling because it afforded me the time. I made mistakes, I love and hate WSB, but I achieved this short term financial freedom and I can potentially keep it going for a really long time. This is all personal and depends on how much money is enough for you I know what is enough for me.

agent00F

It's almost sad this is the "investing" sub and almost nobody has much of a clue about what they're investing in, esp within the larger context. Western "investors" who haven't been to China (or at least its region of influence like SEA) typically have no idea what's coming.

Clear_Butterscotch_4

Move to SEA, pull 4% a year and youre living life

Beginning-Fig-9089

yea me too, i just came from SEA too.. its definitely feasible. you might have diarhea for a few days, but after that its good to go

SignificanceNo3295

We have a lottery system here in SEA where the odds are 1 in 10k and payout is about 1:2k

Sarenai7

https://preview.redd.it/e1es8l2vlc9h1.jpeg?width=1206&format=pjpg&auto=webp&s=31715904f741bc4d775baf0811db894b47e9b810 Join r/bogleheads and save the rest of your money. You could be living like the emperor of the earth out in SEA with that type of money at your age. Don’t waste it for the memes

Sarenai7

https://preview.redd.it/f705lp4elc9h1.jpeg?width=1206&format=pjpg&auto=webp&s=7d73831d685aa15e0d6343e9f06f494cfb4b428d Your privileges have been revoked. Join r/bogleheads and save the rest of your money. You could be living like the emperor of the earth in SEA with that type of money at your age. Don’t waste it for the memes

Training-Calendar539

i think netflix can do better if they can tap more into the asian market. especially SEA, East Asia and South Asia. more variation, better pricing, better packages.

BallsHardest

Wtf, reddit is advertising SEA-DOO to me and I ain't even gay.

Jack_Shaft0e

Why pay any expense ratio at all? Fidelity has several funds with literally zero expense ratio, including an S&P500 fund. https://www.fidelity.com/mutual-funds/investing-ideas/index-funds?imm_pid=57138822883&immid=100726_SEA&imm_eid=ep302442874453&utm_source=GOOGLE&utm_medium=paid_search&utm_account_id=4288888904&utm_campaign=MUT&utm_content=57138822883&utm_term=fidelity+index+mutual+fund&utm_campaign_id=100726&utm_id=1490091060&gclsrc=aw.ds&gad_source=1&gad_campaignid=1490091060&gbraid=0AAAAAD7OUhIdDW8A0hajrK-ypdIB_bHUY&gclid=Cj0KCQjwrZTRBhDSARIsAHidYfe3CBC-vvow8jVhB4hauKZEoUUmYqhJkA-MytZ1VvEa5xTfiM9_gQwaAk8nEALw_wcB

SettingAdvanced2907

First of all, starlink absolutely charges based on region, so someone in the US is paying about 4x as much as someone in SEA. Secondly, SEA only accounts for about 5% of starlink's total subscribers, and not likely to grow as fast as it is still quite expensive when adjusted for local earnings.

SettingAdvanced2907

But its SEA, so they wont be earning much anyways.

0011101000101010

Depends where you are. In some islands on SEA latency is better then over the wire. For example island in Thailand or Philippines will have very stable 20ms ping because those signals will be routed to Manila from space. Whereas over the wire it would be slower due to number of hops to reach main station.

Expensive_Relief939

This way of thinking is why we will run out of oil. Historic supply disruption, no proof at all of a peace deal other than trump headlines that are always strategically announced at 110/bbl, and demand in the US at least is UP yoy. There is very little if any demand destruction which exacerbates the problem since inventory draws aren't slowing down. no sign of a peace deal, and inventories are getting absolutely destroyed by the day. SEA and south asia are already experiencing shortages and Iranian hardliners have taken over. Netanyahu and trump are extremely stubborn people and netanyahu has no incentive to agree to anything that Iran would agree to. People do not understand how dire the situation is. Even if a deal opened today there would not be a resumption of oil flows for months, so inventories would continue to drawdown.  Bubble bursts need a catalyst. This could very easily be it in a couple months time. I sold half my qqqm and have a pile of cash in a high yield money market waiting

RD_006

In ur dreams. With every westoid bum with over $100 large on checking account, u guys ruined SEA.

ChairmanMeow1986

BOAT ETF or their top holdings is where I'd look if I wanted to a way to trade this thesis (I really have not looked into this though). There's also SEA, but that covers air cargo as well. BDRY and BWET are based around futures contracts. I think OP's thesis is shit (no offense OP), but I'm kind of failing to see how shipping and logistics problems are bullish.. Like I say haven't looked into it, but shipping is undeniably essential to the world economy. Spitballing, but if you could argue they are beaten down or the cargoes will command premiums I could see a play there. On the other-hand you have risk of physical assets, because of the war as well. IDK I've only spent like 30 minutes looking into this, but if you are looking for tickers I'd recommend looking through BOAT or SEA top holdings or just buying the ETFS. FRO, top holding in BOAT, looks solid enough with a glance at their stats if OP's thesis sparked something in you. Obviously not finical advice, do your own DD, and I think this could go either way.. but I'm actually considering opening a place holder position in FRO or BOAT honestly. Added to watch-lists at least.

Late-Independent3328

The next wave you should look for is small portable device(Like optical wear for feeding data about how how you do your task to futur AI), Robotic(both military and civil once they learned how to flip burger and shoot gun) and more Drones, specially the one that can be deployed in water(Taiwan, all the strategical straight and South China Sea(or whatever the SEA countries wanna call it)). You should look for miniaturised camera, glass wear, sensor, Lidar, servomotor and battery. My personal pick are: STMicro, Omron, EssilorLuxxotica

looool_k_libtard

Lmao index barely pulls back and it’s a fucking SEA of 10-30% losses in 2 days

TheScribinator

It's a mix of BBAI and early PLTR after reading up on it. As I've come to understand it, they are transitioning into more of a future SMCI or CoreWeave for emerging markets. * BBAI/Early PLTR comparison: GRRR started as AI/Analytics software provider serving government, security and whatnot, income namely coming from related contracts. * But GRRR is aggressively transitioning into physical AI infrastructure layers where BBAI is not, focusing still on software deployment and predictive analytics. Wish I'd seen something about it a couple months ago or even a month ago. Worth throwing a position at, see if it climbs or hits another rut, then just averaging down. Definitely worth a long term position and see what happens. I'm going in expecting a pullback though, just because, so I don't really care if it even drops 50% from where it's at after I enter it. I've typically done well with South Asian stocks in the past (FUTU, SEA Limited during Covid+) Worth a shot.

0o0o0o0o0o0z

I have no idea about these new rules or how price discovery will work... but I assume it will be a lot like TSLA, but with negative governance/accountability and investor oversight. SO I kinda assume the first tranche will be all exit liquidity for early investors, etc., but this market is so out of bounds with reality, I just don't know...and there is still a shiton of capital (dry powder) in the system, and where else are you going to get those returns quickly, not the EU, not maybe SEA...?

magneticanisotropy

Realistic at 40? Invest in a passport, and get info on moving to much cheaper countries (most likely parts of SEA, Central America, or Africa)

urbantechgoods

Which SEA countries have you lived in? I’ve lived in 4 and can tell you that’s not at all how it is

Affectionate-Hat9244

In SEA that is basically how it is

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

Big M5 MacBook Air Sale, M5 mini and M5 Mac Studio Delays? Plus 12GB Neo and More Apple News [youtube.com/watch?v=Z9tsZEMz-r8](https://www.youtube.com/watch?v=Z9tsZEMz-r8) [youtube.com/watch?v=c5eoQS5vqEQ](https://www.youtube.com/watch?v=c5eoQS5vqEQ) TRUMP UNGINGED NEWS COMBO, SEA FOOD BOIL MIX. ‘This Is SURRENDER’ Trump Iran Ceasefire Threat As Israel Bombs Beirut | With Megyn Kelly & Joe Kent  [youtube.com/watch?v=XLVjiLepNps](https://www.youtube.com/watch?v=XLVjiLepNps)  BREAKING: Netanyahu’s Terror Attack on Lebanon Destroys Trump’s Ceasefire. Tucker Reacts. [youtube.com/watch?v=w5aKtwQByXw](https://www.youtube.com/watch?v=w5aKtwQByXw) [youtube.com/watch?v=kpTlq24BBAA](https://www.youtube.com/watch?v=kpTlq24BBAA) [youtube.com/watch?v=n1vAr-GV\_0M](https://www.youtube.com/watch?v=n1vAr-GV_0M) [youtube.com/watch?v=7ab2rDm0Q54](https://www.youtube.com/watch?v=7ab2rDm0Q54) [youtube.com/watch?v=eHjEkHi6hCI](https://www.youtube.com/watch?v=eHjEkHi6hCI) [youtube.com/watch?v=I3c6a2zu2xA](https://www.youtube.com/watch?v=I3c6a2zu2xA) [youtube.com/watch?v=J2nFpj2TYKo](https://www.youtube.com/watch?v=J2nFpj2TYKo) [youtube.com/watch?v=aYkh\_GeTIBM](https://www.youtube.com/watch?v=aYkh_GeTIBM) [youtube.com/watch?v=rg1EE9rYH3I](https://www.youtube.com/watch?v=rg1EE9rYH3I) [youtube.com/watch?v=iehAHCZrrnM](https://www.youtube.com/watch?v=iehAHCZrrnM) [youtube.com/watch?v=n2wFe1FmeRI](https://www.youtube.com/watch?v=n2wFe1FmeRI) [youtube.com/watch?v=8G0vlHaIfm8](https://www.youtube.com/watch?v=8G0vlHaIfm8) [youtube.com/watch?v=Q1W\_IvX5OLs](https://www.youtube.com/watch?v=Q1W_IvX5OLs) [youtube.com/watch?v=mN3v43w8fMQ](https://www.youtube.com/watch?v=mN3v43w8fMQ) [youtube.com/watch?v=xfUfvCOmtvM](https://www.youtube.com/watch?v=xfUfvCOmtvM) [youtube.com/watch?v=FOQynCjQZHk](https://www.youtube.com/watch?v=FOQynCjQZHk) [youtube.com/watch?v=BaAYlRLoYIo](https://www.youtube.com/watch?v=BaAYlRLoYIo)  [youtube.com/watch?v=sEGJb7TO7bk](https://www.youtube.com/watch?v=sEGJb7TO7bk) [youtube.com/watch?v=vtHXdYzdhTA&t=612s](https://www.youtube.com/watch?v=vtHXdYzdhTA&t=612s) [youtube.com/watch?v=Kj2JO4Xxv3U&t=140s](https://www.youtube.com/watch?v=Kj2JO4Xxv3U&t=140s)Roasted Village Turkey In Fire Under Metal Buckets!

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.