$Sea Ltd(SE)$ I've travelled extensively in SEA and Shopee is everywhere, it's even branching into travel. Their advertising is clever and pervasive. Management is shrewd and continues to innovate (remember competitors such as Lazada were born in a clone factory and subsequently purchased by the mother of all clone shops, while Shopee remains innovative and has grass-roots in APAC. Its growth story has stronger merit and its brand will be supported favourably by investors and customers alike (which will be key in heavily contested pricing battles). Outside ecommerce, the ASEAN digital payments market will grow at 162% and esports continues to exponentially grow at 20%. Do we know which business is best positioned to capitalize on this growth? It's a virtuous circle for the SEA ecosystem.