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Southeast Asia eHealth – Shaping Up Well

newsletters | Sep, 2021

SEA’s eHealth sector expected to see 10x growth by F2025

Indonesia Ecommerce: Traction builds in Livestream, Quick and Fresh Co...

newsletters | Sep, 2021

Ecommerce players have ramped up their fresh-food vertical by introducing new products and services.

Online Travel: On The Cusp Of Revival

newsletters | Aug, 2021

Travel companies have been diversifying their revenue models and have wrapped up recent funding interest

eLogistics: Delivering Growth

newsletters | Aug, 2021

In-house logistics is increasing steadily, but 3PLs expected to dominate the mix.

Online Groceries: The New Normal

newsletters | Aug, 2021

Higher focus on fresh groceries and supporting infrastructure are key to ensuring higher margins and better bottom-line

Retail Transformation – The Omnichannel Way

newsletters | Aug, 2021

Traditionally offline brands have been launching online stores while on the other hand platforms that began as pure-play online channels are opening brick-and-mortar stor...

Southeast Asia Food Delivery – Piping Hot Again

newsletters | Aug, 2021

Cloud Kitchens have emerged as the new gateway to food service industry

Retail Transformation – Vertical Play

newsletters | Jul, 2021

Consumers have evolved over the years and Digital has become a strong contributor to retail sales.

Indonesia Edtech : Reading Between The Lines

newsletters | Jul, 2021

The EdTech market got a boost thanks to COVID to reach >USD 200 Mn in size in 2020

Takeaways from “GZ5: Internet Economy on the cusp of wave 2”

newsletters | Jul, 2021

The SEA Digital Economy is expected to multiply more than 3x in 5 years, reaching $ 365 Bn by 2025

Vietnam Edtech : Cracking The K-12 Puzzle

newsletters | Jun, 2021

Edtech players need to re-think their value proposition and focus around the gap areas in order to capitalise on the massive edtech opportunity...

eCommerce Roll-Ups: On A Roll

newsletters | Jun, 2021

E-Commerce has been flourishing as an important channel for retail of consumer products across the globe and has paved way for retailers, merchants, and independent priva...

Philippines Edtech: Rewriting The Education Landscape

newsletters | Jun, 2021

Philippines witnessed a plethora of online education platforms emerging in the last few years with differentiated offerings

Vietnam E-Commerce: Structurally Different!

newsletters | Jun, 2021

3PL dependence has remained relatively high as players optimise their in-house logistics spend.

Indonesia eCommerce: Sea Change In Small Steps

newsletters | May, 2021

Q1 succeeds the most popular, promotion-heavy quarter of the ID eCommerce Market, yet grew by 3% QoQ.

SaaS: Seizing Indonesia’s SME Digitisation Opportunity

newsletters | May, 2021

Indonesia is home to over 65 Mn SMEs that have the highest contribution to GDP

Baby boom to boost online baby care

newsletters | May, 2021

Online players are better positioned to capture the emerging opportunity: > USD 1 Bn to be added to Online Mom & Baby care segment over next 5 years...

Short Form Video: ‘Short’ Cut to Success

newsletters | May, 2021

These platforms provide a shot at fame for small time content creators and are an effective channel for brands to reach the large young sub-urban/tier2+ consumer cohort...

Lebaran 2021: Bright Spot For Online Sales

newsletters | Apr, 2021

Lebaran 2021 is expected to contribute USD 5+ Bn to e-tail GMV

What’s Brewing In Indonesia’s Coffee Chains?

newsletters | Apr, 2021

Domestic Consumption of Coffee has been growing fast in Indonesia - despite the recent fall in exports

Roll call on SEA IPO potentials

newsletters | Apr, 2021

e-Commerce markets in ASEAN have seen strong growth in 2020

Online Fashion – What’s Trending Now?

newsletters | Apr, 2021

Consumers are now looking at sustainable fashion and value purchases; the luxury segment consumption remained largely unaffected

Indonesia – Digital Bookkeeping 101

newsletters | Mar, 2021

Indonesia is home to ~64 Mn MSMEs who employ 97% of the country’s workforce and account for ~61% of the GDP

Digital Payments – The power of Buy Now Pay Later

newsletters | Mar, 2021

Direct discounts and cashback promotions are widely rolled out to beat the stiff competition amongst top players.

E-Commerce Enablers: Rising Behind The Scenes

newsletters | Mar, 2021

eCommerce enablers becoming increasingly relevant and important over time

Indonesia e-Commerce: In A Sweet Spot

newsletters | Mar, 2021

Massive onboarding of new users has happened in 2020 – next 1-2 years could be spent on consolidating & maximizing potential of existing users...

Media: OTT Takes Centre Stage in SEA

newsletters | Mar, 2021

Regional players are giving a tough fight to global players like Netflix, curated localized content could prove key differentiator...

What’s cooking in FoodTech: Part 2 – Cloud Kitchen

newsletters | Feb, 2021

Food Delivery platforms stepped up amidst this, offsetting some of the topline impact for restaurants

What’s cooking in FoodTech: Part 1 – Delivery

newsletters | Feb, 2021

Grab & Gojek dominate the market across SEA and players looking to expand services towards grocery and other allied categories to increase use cases for customer & drive ...

Digital Payments – Emergence of New Growth Drivers

newsletters | Feb, 2021

Being a key enabler for the internet economy allows E-wallets to have greater leverage and remain unaffected by slowdowns much like the one caused by Covid-19...

SEA: Bytes On Digital Diet

newsletters | Feb, 2021

Students are the key consumer cohort with the highest digital activity followed by salaried employees and self-employed professionals...

VIETNAM eB2B: Sit Up & Take Notice

newsletters | Dec, 2020

The eB2B market is quite nascent at < USD 150 Mn in 2020, and is effectively a duopoly with top 2 players commanding a majority of the market...

ASEAN Used Cars: Digitized supply meets elevated demand

newsletters | Dec, 2020

COVID has proven to be a catalyst for the segment - Southeast Asia's ~USD50 Bn used-car market is all set to mirror the success of Carvana, Cazoo, Cars24...

ASEAN E-Grocery: Basketful of Opportunities

newsletters | Dec, 2020

eGrocery is set to grow into a USD 9 Bn+ market by 2020 with Indonesia accounting for the majority of this 

Southeast Asia: Beefing Up Alternative Meats

newsletters | Nov, 2020

Southeast Asia presents a USD 10-15 Bn dollar opportunity for the alternative meat producers assuming a conservative target user cohort of 11% of the population as of 201...

ASEAN GAMING PART 2: Game On!

newsletters | Nov, 2020

This market seems to have a lot of preconditions to achieve massive growth over the next 2-3 years. If the right supply side levers are pulled, this opportunity could mul...

Indonesia E-Commerce 4Q20: Stellar Shopping In The Offing

newsletters | Nov, 2020

eCommerce categories all show a massive jump in GMV in Q4 2020

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 ...