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New to investing. Thoughts on SE and NIO?

Posted on 2/17/21 at 5:05 pm
Posted by KennaBruh
Kenna, Brah
Member since Apr 2014
186 posts
Posted on 2/17/21 at 5:05 pm
These are currently my only 2 holdings left in my individual brokerage acct. I originally bought into both around July of last year and reinvested into both occasionally each time I traded other positions. Up around 40-50% on both.

I’m new to investing, so I’m curious if anyone here has advice on short, mid, or long-term holds on these 2. Is it concerning that that SE continues to operate at a loss and NIO price/share seems to have leveled off? Any other general investing tips appreciated.
Posted by Shamoan
Member since Feb 2019
9208 posts
Posted on 2/17/21 at 5:16 pm to
I’m an idiot that decided against SE about $100 ago. I like NIO and own a small position. At this point, all my positions are small except TSNP.
This post was edited on 2/17/21 at 5:18 pm
Posted by Crescent Connection
Lafayette/Nola
Member since Jun 2008
2024 posts
Posted on 2/17/21 at 7:54 pm to
Can’t give any advice about NIO, but I am the biggest cheerleader for SE. Their total addressable market (TAM) is 655 million in SE Asia, compared to Amazon’s 331 million in the US. Last ER, GAAP Revenue was $569 million, up 72.9% year-on-year from $329.1 million for the third quarter of 2019. Quarterly active users (“QAUs”) reached 572.4 million, an increase of 78.3% year-on-year.

They are building their base with gaming, e-commerce, and digital financial services. Sea Limited IS the Amazon of SE Asia. I stand strong that SE will be $1000 stock by 2023.
Posted by GeneralLee
Member since Aug 2004
13104 posts
Posted on 2/17/21 at 8:10 pm to
SE yes NIO no. Chinese stocks are stuffed with fraud.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/18/21 at 7:17 am to
Nio and xpev haven’t moved too much the last few months. There’s a ton of Chinese guys pushing them on YouTube. Nio seems to be doing a little better, but xpev has much better infrastructure. I would just watch them closely and buy on a big dip if one comes.

I’ve held SE for a long time and made a ton of money on it
This post was edited on 2/18/21 at 7:19 am
Posted by wiltznucs
Apollo Beach, FL
Member since Sep 2005
8967 posts
Posted on 2/18/21 at 6:25 pm to
I got 100 shares of NIO in the $50’s after seeing some institutional investors jumping in. Earnings/Sales are gonna be released March 1st.

Told myself I was gonna give it a year. I can’t; there’s just too much hype plus smoke and mirrors with Nio. Partnering rumors with the largest gas station provider in China, etc. Then the diluting of shares too. If it doesn’t bump up considerably I’ll probably sell immediately; my stop loss is at $45.
This post was edited on 2/18/21 at 6:29 pm
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