A steady climb up: Charting Shopee’s growing take-rates in Southeast Asia in 2024
When Shopee launched and challenged Lazada for dominance in Southeast Asia’s e-commerce platform landscape in 2015-16, low or even fully...
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Global Digital Niaga (BELI IJ) - Speeding the Horses to Profitability
A recent meeting with Global Digital Niaga (BELI IJ) looking at its longer-term strategy confirmed its differentiated standing, with a keen focus...
644 Views
Return of the King, or The Changing of the Guard: How Should We Think About Lazada
It has been a challenging couple of years for Lazada, Alibaba’s e-commerce platform in Southeast Asia. After entering – and arguably helping...
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GoTo Gojek Tokopedia (GOTO IJ) - Product-Led Initiatives Driving Growth and Profitability
GoTo (GOTO IJ)"'s 2Q2024 reflected an ongoing focus on growth as the company invested in both its On Demand Services and its Fintech segments...
466 Views
CrossASEAN Ground Zero - Food Panda Sale, Lazada Fundraising, ACommerce, and PropertyGuru's Loss
This week we look at the sale of Food Panda Taiwan to Uber and what is next for Southeast Asian operations, and we look at the management changes...
584 Views