SEA

ASEAN: Game On! – PART 1

newsletters | Oct, 2020

Being a market that is still developing, only ~15% gamers were paying users in a Pre COVID world

Indonesia E-Commerce: Grocery Has Arrived

newsletters | Oct, 2020

eGrocery market set to grow 5-6x in 2020

Indonesia e-Trucking: Licensed To Thrill

newsletters | Oct, 2020

Road transportation accounts for close to half of the transportation market by value representing a USD 50 Bn+ opportunity in 2019...

Indonesia eB2B – Maths Behind The Models

newsletters | Sep, 2020

Brands are experimenting with offering direct discounts to retailers and also terms of payment (credit) to drive volumes, not focussing on margin realisation. This is bei...

Indonesia Social Commerce: Turning A Corner

newsletters | Sep, 2020

Social commerce has historically been dominated by Fashion category owing to the fragmented nature of supply leading to a wide array of offerings that different sellers t...

E-Commerce: Is D2C the next leg of evolution?

newsletters | Sep, 2020

Vertical players have faced multiple challenges in scaling up and finding the right segments to target in the face of strong competition from the much larger horizontals....

Indonesia E-commerce: Racing Ahead

newsletters | Sep, 2020

At a macro level, GDP/Capita in Indonesia is close to 2x that of India and the retail spend is 2-2.5x that of India. The digital funnel is more evolved with highly digita...

Indonesia Fintech – 4 P’s To Succeed In Payments

newsletters | Aug, 2020

Vertical players have faced multiple challenges in scaling up and finding the right segments to target in the face of strong competition from the much larger horizontals....

SEA E-Commerce – Opportunity For Verticals To Emerge?

newsletters | Aug, 2020

Vertical players have faced multiple challenges in scaling up and finding the right segments to target in the face of strong competition from the much larger horizontals....

Indonesia Education – Does EdTech Have The Answers?

newsletters | Aug, 2020

Indonesia Education eco-system is among the largest globally, it is marred by inadequate public spending and a low teacher student ratio....

ASEAN eCommerce and Logistics: Rising to Deliver – Part 4

newsletters | Aug, 2020

Consumers also expressed strong willingness to continue using online channels for purchases in future, in a post Pandemic era. This increased demand for e-commerce will c...

ASEAN eCommerce and Logistics: Rising to Deliver – Part 3

newsletters | Jul, 2020

ASEAN eLogistics has seen massive growth, accounting for a multi-billion dollar industry in 2019 – we forecast 30-35% CAGR for the next 3-5 year horizon...

ASEAN eCommerce and Logistics: Rising to Deliver – Part 2

newsletters | Jul, 2020

Social commerce has seen an uptick in the recent months owing to Covid-19. Lockdown measures have resulted in decreased store time and extremely low footfall in offline s...

ASEAN eCommerce and Logistics: Rising to Deliver – Part 1

newsletters | Jul, 2020

The Seller & SME based in ASEAN countries are highly active on social media platforms. They have been quick to adapt to avenues like FB and Instagram to market and sell t...

Vietnam Healthcare: New Lifeline in eHealth

newsletters | Jul, 2020

Vietnam has very favourable digital enablers and there is a marked shift by the government towards digitizing the entire healthcare ecosystem which seems conducive for th...

Indonesia eB2B – Reviving the “Warungs” in a Post COVID World | ...

newsletters | Jun, 2020

eB2B however witnessed a moderate growth of 10% in order volumes and 4-5% rise in Average Order Value. Frequency of orders/retailer increased due to lockdown measures –...

Indonesia eB2B – Reviving the “Warungs” in a Post COVID World | ...

newsletters | Jun, 2020

"Warungs” are local mom and pop stores. ~70% of the sales of warungs come from FMCG category (without fresh). Within FMCG, cigarettes account for >50% of the sales. Gen...

Vietnam Education: Starting a New Chapter?

newsletters | Jun, 2020

COVID has created a demand upsurge for online learning and EdTech players have adapted quickly to cater to this demand.

Indonesia Healthcare: COVID injects fresh impetus to eHealth

newsletters | Jun, 2020

The Healthcare expenditure has steadily increased in the recent years driven by rising GDP per capita, urbanization and an increase of lifestyle-related diseases such as ...

Vietnam eCommerce – Leashing COVID, Unleashing 10X growth

reports | Jun, 2020

Vietnam’s Ecommerce sector to achieve 10X growth to reach US$50bn GMV during 2019-26.

Tiki Sendo Merger – Implications for VN eCommerce

newsletters | Jun, 2020

Tiki has a high share of captive logistics concentrated in HCM and Hanoi while Sendo fulfils supply though 3PL and has a wider geographic reach - Integrating these logist...

Vietnam eCommerce: Leashing COVID-19, Unleashing 10X Growth | Part 2

newsletters | May, 2020

Hanoi and HCM are the supply and demand centres of Vietnam, accounting together for 18% of population and 35% of economic output.

Report on Indonesia eCommerce | Metamorphosis in a post Covid world

reports | May, 2020

Summary : Indonesia's eCommerce ecosystem is fast evolving to meet the challenges and opportunities from Covid-19. We estimate another strong year with 50%+ y-o-y growth ...

Vietnam eCommerce: Leashing COVID-19, Unleashing 10X Growth | Part 1

newsletters | May, 2020

Vietnam has been a case study on effective government response to COVID pandemic with aggressive contact tracing, testing, mass quarantining, timeliness, and the efficien...

Indonesian eCommerce- Metamorphosis in a post COVID-19 world | Part 2

newsletters | May, 2020

2019 saw strong growth in both eWallets and COD transactions, driven by a simultaneous focus on a frictionless experience amongst mature users and a need to onboard first...

Indonesian eCommerce- Metamorphosis in a post COVID-19 world | Part 1

newsletters | May, 2020

In a pre-COVID world, we forecasted Indonesian eCommerce to cross triple digits GMV by 2025

The Covid-19 Shock For SEA Internet And What’s Next

newsletters | Apr, 2020

RedSeer primary data shows that many Internet sectors in Indonesia and Vietnam ended 2019 on a strong note, with high growth rates despite being multi-billion dollars in ...

Vietnam etailing: Decoding growth and structure

newsletters | Nov, 2019

Vietnam formal online retail is ready for 10x growth in 6 years Published on: Nov 2019 Growth will slowly taper down as we move into the later years as 1) the digitally m...

Vietnam eLogistics: Dissecting Demand Drivers

newsletters | Oct, 2019

1. Vietnam SMEs are still early into their online retail journey;  social commerce is their typical starting point Published on: Oct 2019 A significant share of SMEs sta...

Decoding eLogistics landscape in Indonesia

newsletters | Oct, 2019

eLogistics in Indonesia expected to be ~800mn shipments (formal e-tailing sector) in 2019 Published on: Oct 2019 Driven by the growth of formal e-tail (55% y-o-y in 2019)...

Indonesia B2B Trucking: At crossroads?

newsletters | Sep, 2019

Indonesia B2B trucking is ~$32 Bn in size currently and drives the majority of B2B transport market in the country Published On: Sep 2019 Supply of trucks is significantl...

Assessing Shopee Indonesia readiness for 9.9 and how smaller e-tailers...

newsletters | Aug, 2019

As Shopee gets ready for 9.9, how has it performed YTD on its key initiatives in Indonesia? Published on: Aug 2019 Shopee Indonesia has performed strongly in scaling up B...

Indonesia Fintech: Looking back into The Future

newsletters | Aug, 2019

1. Fast-growing Indonesian eWallets and digital payments space seeing massive supply-side activity Published on: Aug 2019 Summary takeaways  Continued rapid growth (70-8...

What Moats Are Being Built By Tokopedia, Blibli and Bukalapak?

newsletters | Aug, 2019

Tokopedia- Leadership in digital goods supported by a wide pool of fin-tech products Published on: Aug 2019 Blibli- Digitizing Indonesia’s USD 150+ bn grocery retail sp...

Massive Opportunity In Digitizing B2B Procurement In Indonesia

newsletters | Aug, 2019

Indo B2B eCom- USD 1.5 Bn space with multiple consumer segments and business models Published on: Aug 2019 B2B E-commerce market is dominated by reseller target group ...

What Makes Indonesia’s Online Travel And Payments Space So Exciting

newsletters | Jul, 2019

Traveloka – Flying high in USD 21 bn Indonesian online travel opportunity Published on: Jul 2019 Online travel in Indonesia to grow at 25% CAGR over the next few ye...

Of MAUs And Subscribers In India And The Story Of Indonesia

newsletters | Jul, 2019

Hotstar has been leading the Indian content sector followed by Dailyhunt Published on: Jul 2019 Our latest research brings out focuses on the pecking order in the Indian ...

Decoding The Indonesian Online Seller

newsletters | Jul, 2019

Sellers prefer an online retail platform majorly for their consumer reach followed by their UX/UI experience and word of mouth Published on: Jul 2019 Our research shows t...

What’s Showing At (Amazon) Prime Time?

newsletters | Jul, 2019

The story of Amazon Prime in India- as told through three charts Published on: Jul 2019 On the occasion of the Prime Day sale event, we conducted research around the scal...

What will it take to crack the USD 58 Bn Indonesian e-tailing opportun...

newsletters | Jul, 2019

Indonesia e-tailing offers significant growth headroom across categories, with current online % much lower vs benchmark Published on: Jul 2019 Our research in the Indones...

Co-living Market Updates

newsletters | Jul, 2019

Students have low awareness of branded living platforms; those with awareness are difficult to switch Published on: Jul 2019 The student accommodation space has been seei...

Indonesia Fintech Report

reports | Feb, 2019

Buy Full Report Indonesia FinTech- USD 50+ Bn up for grabs by CY23 In tandem with the growth of the e-tailing and other consumer internet sectors, RedSeer research shows ...