Sea vs Tencent + Alibaba + Grab

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Big tech companies have multiple businesses and they often fight among each other.

Given that Sea and Tencent just released their results, I want to compare how they have fared and get an overall sense of the market situation.

We can compare Garena and Tencent in terms of games, Shopee and Lazada for e-commerce, and SeaMoney and Grab for digital banking.

Find out who are the winners in these fights!

[zenastronomy]

isn't grab a deliberoo uber company? is it fintech instead?

[chuanyaotan]

I agree Lazada (Alibaba) can catch up since the statistics of Shopee 1.7B VS 1.55B is not far apart.

[paulho]

Hi Alvin, SEA licenses some of Tencent gaming titles.

[ericyuen]

Alvin, very well presented, It will be great to give us your view on ARKK Ark Innovation ETF, thanks a lot!

[zenlaw]

Alvin has good improvement, looking at the camera now than looking at the monitor in previous videos. Well done!

[MarcS]

Shopee US$1.7B Ecommerce biz may have include their South America (eg Brazil) rev too.

[MarcS]

SEA need to launch new games to stem the continual rev slide in their Digital Gaming i think. They cannot keep milking the cash cow on the same games for so many months.

[tuckwengtor]

SE has lost India market on its gaming, the shares price has dropped by double digits percentage in the last 2 to 3 days!😰

SE is definitely winning eCommerce in SEA and its SeaMoney is also much stronger than Grab etc, but this doesn’t help its share price at all. 🥶