SEA
U.S. Global Sea to Sky Cargo ETF
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ALL IN ON ZIM !!! TOOK OUT AN 11k CREDIT LINE TO BET ON CONTINUED CONFLICT IN THE RED SEA. YOLO
Over sold stocks when loss harvesting - now have a short position. Will wash sales trigger if I close this short?
For Anyone Who is Long/Generally Interested in Sea Ltd. (SE)
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If you down on Sea limited $SE , you might wanna see this before you cut your loss.
If you think of cutting your losses on Sea limited $SE , i hope this helps you.
How could any other region outperform US stocks in the next 10 years?
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The Complete List of Russian Companies Listed on London Stock Exchange
Mentions
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.
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!
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.
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.
Already in. LFG. Grab is omnipresent in SEA. It’s amazing how much it’s used there if you’ve traveled.
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.
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
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.
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.
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!
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.
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.
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.
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
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
They are all over LatAm and SEA delivery more cars than Tesla.
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
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.
Interesting. I've never heard of Xanh, yet I've used grab a 1000 times in my travel of SEA
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!
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.
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.
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
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).
Why did MELI and SEA Limited both get hammered right before the close?
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.
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.
> 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.
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
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!
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.
Sadly I am in SEA, the market is closed now.
TOR v SEA will be a good series. Don't see SET or NYY pulling it out.
Thinking SEA v LA or TOR v LA either way LA
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.
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.
Gotta be in SEA to make it worth it though.
$GOOGL RED IN A SEA OF GREEN feels like February 2025 all over again yay
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.
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.
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.
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.
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
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.
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.
Took DAL last week for survivor. Took SEA this week. L F G!
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.
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.
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
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.
Taxes? TAKE TO THE SEA! 12 miles out and you’re in international waters!
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?
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
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).
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.
It's 2025. Wen 3 SEA SHELLS?
They'll go -1% at 2 AM when the dumb fucking SEA clown traders go to sleep.
what about SE stock. They compete with SEA in some catagories.
Yes I live in Singapore where Grab is headquartered. Pretty sure you don’t live in SEA
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.
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"
Immediatley open a fidelity account and transfer it!!!!!!!!! This is an emergency situation. https://www.fidelity.com/go/hsa/why-hsa?imm_pid=58700008783816326&immid=100853_SEA&imm_eid=ep80839501090&utm_source=GOOGLE&utm_medium=paid_search&utm_account_id=700000002044256&utm_campaign=PIH&utm_content=58700008783816326&utm_term=fidelity+hsa&utm_campaign_id=100853&utm_id=71700000119909876&gclsrc=aw.ds&gad_source=1&gad_campaignid=21758338242&gbraid=0AAAAAD7OUhIp5NbgpjswXoYzrDs_rAaO4&gclid=Cj0KCQjwnovFBhDnARIsAO4V7mByvCTIH1GIPLILpVoJ-jHM4MyV8Ipozp6D9f2Nv8XejZw3tOtD-RgaAioNEALw_wcB
I won't personally consider BYD the Toyota/Honda of EV, but they are more like pre-EV Hyundai/Kia. Slightly poor support in terms of parts/repair (it's pretty much a meme in SEA that parts are always 3 months out) but more than made up for by value for money.
BYD is not moving much just because it's a Chinese company. Their cars are very popular in SEA and they've been breaking into the EU market too but I think the US will be hard if not impossible because of the relationship and tariffs put in place. China in general is many years ahead of western companies in the EV scene, and are winning the race atm.
We used Grab everywhere we went when we travelled through SEA. Came home and bought shares immediately. Going to be the next UBER/Door Dash
U forgetting the SEA calls :D
I remember saying at the time to the Tik Tok bear case in US we can have Amazon, Walmart, Costco, Target, and local stores all exist in the same market. But outside of US these kind of things need to be winner take all or people go I wont invest. So I bought SE on that concept that multiple retial/ecommerce can exist in the SEA market.
Anyone in here playing $SEA? Feel it has a ton of long-term potential.
you can invest if you're under 18: Fidelity has a youth brokerage, it just needs to be initiated by the parents/guardian: [https://www.fidelity.com/go/youth-account/overview?imm\_pid=58700008440088140&immid=100884\_SEA&imm\_eid=ep76819102622&utm\_source=GOOGLE&utm\_medium=paid\_search&utm\_account\_id=700000002093957&utm\_campaign=YAC&utm\_content=58700008440088140&utm\_term=fidelity+brokerage+account+for+minors&utm\_campaign\_id=100884&utm\_id=71700000083495813&gclsrc=aw.ds&gad\_source=1&gad\_campaignid=13125989011&gbraid=0AAAAAD7OUhJCcMIOF8PLjE2GO59Ek1egn&gclid=CjwKCAjwhuHEBhBHEiwAZrvdci11GtQO5KIrH7JMaNJ3is\_pTezV4\_34LNXV4gnoe7tCgD-N2gBtexoCBHcQAvD\_BwE](https://www.fidelity.com/go/youth-account/overview?imm_pid=58700008440088140&immid=100884_SEA&imm_eid=ep76819102622&utm_source=GOOGLE&utm_medium=paid_search&utm_account_id=700000002093957&utm_campaign=YAC&utm_content=58700008440088140&utm_term=fidelity+brokerage+account+for+minors&utm_campaign_id=100884&utm_id=71700000083495813&gclsrc=aw.ds&gad_source=1&gad_campaignid=13125989011&gbraid=0AAAAAD7OUhJCcMIOF8PLjE2GO59Ek1egn&gclid=CjwKCAjwhuHEBhBHEiwAZrvdci11GtQO5KIrH7JMaNJ3is_pTezV4_34LNXV4gnoe7tCgD-N2gBtexoCBHcQAvD_BwE)
My favorites: HGRAF - easily the next big thing being slept on GRAB - needs to start showing consistent profit and growth. I think it can blow up irrationally like HIMS. Either way, I think a great longterm play. They are imbedding themselves as the go to app for SEA. ACHR - I buy any dip under $10. The Pivot to the defense industry is where the money will be for them. PL - renewed contracts. Actually making money. SLDP - no reason. Just like them over QS as a solid state battery play.
Why should they be hit, do you think all India and Chinas economy do is to make things for the US? China doesn’t even export that much to the US anymore and their consumption is high. Many emerging market countries like SEA, Australia, and Latam are exporting to China. India’s exports to the U.S. is also not very high and goods are low tech. Besides the initial shock, it just does not matter how much tariffs are, as long as it’s not like 100% because both India and especially China have other markets. It’s also obvious to me and the markets that most of what has been said is a negotiating tool like the tariffs on India for Russian oil. At the same time the admin is meeting with Russia, this is obvious to me that the new Indian tariffs will get lowered eventually.
Let Moses part the RED SEA and LET MY 621Ps GOOOOO! lol
I’ve used Grab too, easy and fast. I can they trying to penetrate Indonesia, which other markets and who’s their main competitors in SEA?
And any hobby that relies on things that really only come from SEA. 3d printing, drones, computers, RC cars, regular cars... yeah this is not great.
Fair enough, but it isn't just Ray Dalio's .002%. Its also Howard Marks, and it is Marks who I see as being trustworthy in these issues. And further, it is institutions getting in. I think when you look at the Macro and see the US trying to move away from China, this will be a boon for SEA. That being said, glad you made money!
Uber sold its SEA business to Grab lol. They now own a stake in Grab
I love the app when I visited KL. Uber tried to enter the SEA market with no minimal to no success.
Haha, yeah it's like every SEA data center just *happened* to suddenly scale up overnight with top-tier GPUs 🤨But seriously, if the market *knew* this level of backdoor demand would continue, maybe the initial dip on export controls was overdone. The black market premium basically proves the demand never went away just got more… creative.
Means that the market shouldn't have reacted to export controls either way. All these SEA countries spending their entire GDP on Nvidia GPUs, definitely nothing to see there 🤔
>UK SEA LEVELS RISING FASTER THAN GLOBAL AVERAGE — MET OFFICE WARNS COASTAL AREAS COULD BE SUBMERGED BY 2050: GMB REPORTS The next big play is to buy land in the high ground and catch the demand surge from Florida becoming uninhabitable and everyone exiting >NPR - The Trump administration reverses its promise to publish key climate reports online - 1 week ago They just won't tell them. And then all at once. Collapse. Temps are rising faster than expected.
Shhh, Syndey Sweeney will make everyone forget that most of American Eagle's denim comes from high-tariff SEA countries
American car companies have major manufacturing in SEA. China is a weirdly huge market for Buick.
VG building a LNG export port. The biggest export that countries can buy is US energy to reduce their trade deficit and the biggest energy export is about to be LNG for power plants both EU and SEA are all importers. And energy demand is expected to grow in multiples due to all the AI and data center build outs. Don’t know about the short term but in it for the haul.
Which SEA country asks for tips ?
>went to a cafe in SEA South East Asia countries don't ask for tips though?
went to a cafe in SEA last week. ordered a croissant sandwich and coffee on a lil machine, the screen asked me for a tip. I smashed NO. you have to go get your food then you have to put the dishes up yourself what the fuck is this dystopian world
eh, idk about that. imo their core business is definitely dogwater, *especially* because it's value brand. in times of economic hardship, you go Savers/Goodwill or an equivalent...where you can still find shirts/pants for <5-6$. everything khols and other similar "value" brands have is the same SEA slave-labor clothing you can find at those 2nd hand stores, but for 2-3x the cost. "luxury" clothing will do fine, relatively. they sell the same cheap shit as everyone else but at much higher markups, and to people who won't *really* care if the economy shits itself. they'll just take slightly longer to pay their mortgage off but they're not missing any meals you know? khols though? shit, nowadays you can skip the 2nd hand stores entirely and just buy product in bulk straight from the wholesaler middlemen the big-box store goes through, if you want to save both $ and time... that said...coming back to why *everyone* isn't just shorting them. they're still cash-positive, and they own a shitload of real estate outright all across the country (in mostly urban locations, which have likely seen a lot of growth since first opening) which should, in theory, easily be worth more than their current market-cap alone. so sell off the worst performing stores at premium, cut a couple more partnerships/subleasing deals like they did with sephora, and they probably don't go bankrupt. then who knows how far down the road they bump their dividend back up a bit... ...but even then...long term, why park your $ in some low performer when you could just toss it into any number of broad-based index funds/etfs?
>UK SEA LEVELS RISING FASTER THAN GLOBAL AVERAGE — MET OFFICE WARNS COASTAL AREAS COULD BE SUBMERGED BY 2050: GMB REPORTS Trump decided just not to tell Florida >NASA won't publish key climate change report online, citing 'no legal obligation' to do so >https://www.space.com/science/climate-change/nasa-wont-publish-key-climate-change-report-online-citing-no-legal-obligation-to-do-so Hint: It will happen in ~2035
>UK SEA LEVELS RISING FASTER THAN GLOBAL AVERAGE — MET OFFICE WARNS COASTAL AREAS COULD BE SUBMERGED BY 2050: GMB REPORTS It'll be submerged by 2025. Global temps are rising faster than projected. Florida is fucked.
Personally I like GRAB as a ride service, even though they're not the cheapest. I like the platform. GRAB competes in diverse and saturated markets especially in SEA: there's Lineman, Bolt, Uber, Gojek, Foodpanda, Shopee, Gofood, AirAsiafood, and every mom and pop with a delivery boy and scooter Some of that competition is shifting to be country centric, for example Foodpanda exiting Thailand.
I've been in many SEA countries, GRAB is everywhere. But that just means they have no potential left for growth imo. They prosper in low wages environments. But they wouldn't be able to compete in Europe or North America, where high wages will eventually lead to robotaxis taking all the jobs. And I don't see GRAB doing any R&D in that field at the moment. They could always be first in Africa or LATAM, but that's not a market that drives stock prices historically.
If an AGI gets released into the wild and makes a virus that kills us all off in the next couple of decades at least NVDA made some sweet gains right? Y’all gonna be like Sebastian livin’ UNDA DA SEA 🎵
bro we live in a dystopia all these anti capitalistic blue haired folk at Pike Place in SEA, selling all these homemade things but they have Amazon and Costco boxes for storage, trillion $ companies lmao fucking Truman Show
alright guys about to check out the Pike Market here in SEA. why are there so many blue hair colored people Here
RKLB, RDDT, SEA, NBIS, TSSI, TMDX, TEM, RBRK, IDN. I own all of these.
$Grab is one that’s going to go on a run SEA super app