Tencent can keep producing a consistent pipeline of hit games either itself or via its various subsidiaries (such as Riot Games), which Garena can then cherry pick and distribute exclusively in the region.
This gives Garena a solid foundation and a significant competitive advantage in the market. Over the next month or two I will release Part 2 on the e-commerce business Shopee, Part 3 on its fintech business SeaMoney, and Part 4 will wrap it all together.ġ. This Part 1 will focus on its gaming business Garena.
There are few companies that are as broad in scope as Sea, so I will break this deep dive into four parts related to the businesses that it operates in. The stock has since grown to be by far my biggest position and the company which I follow most closely. Listening to him talk about the business and the exciting things they were doing, I sensed that there was something interesting there and I had to look into it further. I first invested in Sea shortly after I moved to Singapore in 2018 when I was introduced to the company by a friend who was working in its gaming arm Garena. Since its listing on the NYSE in 2017, the business has been in continuous hyper-growth, driven by an exceptional founder-led management team and riding on the tailwinds of mobile and internet penetration, gaming and e-commerce adoption, and rising wealth across the region and other emerging markets. Investigate the clues left by a previous voyage, piece together what happened, and solve a variety of clever puzzles.Sea Limited (Sea) has become the crown jewel of Singapore’s technology scene and the leading internet company of Southeast Asia. Immerse yourself in a story-driven adventure full of emotion, suspense and surreal surprises. What strange secrets does it hold, and what might Norah unearth in her quest for the truth?Įxplore a stunning tropical island (meticulously modelled in Unreal Engine 4), brimming with fantastic sights, lost ruins and occult mysteries.Įxperience a charming character study of a woman on her quest to discover the truth of the disappearance of her husband and to find out who she really is, fully voiced by Cissy Jones (Firewatch, The Walking Dead: Season 1). Norah has crossed the ocean following the trail of her missing husband’s expedition and finds herself on a lush island paradise – a nameless, forgotten place, dotted with the remnants of a lost civilization. It is 1934, in the far reaches of the South Pacific.
0 kommentar(er)
