SEA

$Sea(SE.US) AI is transforming value creation in Southeast Asia’s internet sector, particularly benefiting Sea, as highlighted by Maybank Investment Bank. The shift emphasizes platform capabilities over cost savings, with marketplaces and trusted transaction layers becoming crucial for both human and AI interactions in e-commerce and gaming. While some investors worry that AI may disrupt marketplace advertising, Maybank argues this risk is overstated, suggesting that Shopee's ad business could remain resilient and gain from shifting budgets toward marketplace visibility. Moreover, Maribank is also projected to finally become profitable in about 2 to 3 years time, which could diversify their revenue and improve business resilience. @Bridge Buzz SG