Genuine question -- why is $Se_老虎社区_美港股上老虎

2021-08-17

Genuine question -- why is $Sea Ltd(SE)$ and $Coupang, Inc.(CPNG)$ valued so differently by the market?

It's difficult to say right now which one will have a higher net margin at maturity even if $SE has Garena & started with 3P.

Is it the population size of Korea and thus lower long term rev growth?

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