Thursday, July 23, 2026

10 SE

 opened a position with SE limited

bought 10, around $100

was shocked about the company after i bought grab, made me re think if i should have bought SE instead

SE has higher growth rate, like 40%, grab around 20%

and last year, it traded around $200

i use the product often, and quite similar with it

i can feel their improvement, their delivery is getting faster, like next day

recently i wanted to buy a feng shui durian knife, and surprisingly it can also be found in shopee.

i might not buy again, as i am tight on funds

i just like some of it, to keep track of the price

its ps ratio is around 2, PE ratio around 40

i feel like this purchase is a no brainer, almost likely to increase in price in future

its one of the top companies in SEA, tgr with GRAB

Friday, July 17, 2026

300 grab

 also bought another 300 grab, around $3.58

crashed 4% today, currently not well loved

its sales still growing strong

and earnings increasing well

still the biggest tech comp in SEA

singapore cars getting expensive, so more people will take grab

10 nflx

 bought another 10 netflix, stock crashed 9% today

price around $68

i have total shares of 80 now, nice