Aug, 2019
What Moats Are Being Built By Tokopedia, Blibli and Bukalapak?
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 space via BlibliMart
Bukalapak’s Mitra program- First mover advantage in a USD 14 Bn 2025 opportunity
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Recent Insights
Vietnam eLogistics: Dissecting Demand Drivers
Vietnam SMEs are still early into their online retail journey; social commerce is their typical starting point Published on: Oct …[...]
Of digital book-keeping apps, foodtech subscriptions and festive sales
Digital book-keeping apps have managed to gain strong adoption and regular usage amongst SMEs Published on: Oct 2019 New age …[...]
Festive sales 2019 off to a strong start and other key internet trends
E-tailers have achieved $ 1.8 Bn sales in first 3 days of the sale, on track to have a highly …[...]
Decoding eLogistics landscape in Indonesia
eLogistics in Indonesia expected to be ~800mn shipments (formal e-tailing sector) in 2019 Published on: Oct 2019 Driven by the …[...]
What does the 2019 e-tailing festive season have in store?
E-Tailers on track to sell USD ~3.7 Bn of goods during festive event 1- up 60-65% y-o-y Published on: Sep …[...]
How small and large internet sectors are driving adoption and profitability
E-Tailers on track to significantly reduce cash burn over next few years Published on: Sep 2019 Cash burn expected to …[...]
Innovation in business model helping improve online deliveries performance in GCC
Logistics is driving eCommerce in GCC; the two key sectors of Etail and online food deliveries stand at ~$11 Bn, …[...]
Indonesia B2B Trucking: At crossroads?
Indonesia B2B trucking is ~$32 Bn in size currently and drives the majority of B2B transport market in the country …[...]
E-Tailing’s changing category mix and future of lodging
Despite slowing growth of mobiles category, e-tailing firmly on track to grow 32% in 2019 and reach USD ~82 Bn …[...]
E-tailing horizontals vs verticals and Flipkart’s furniture success
Flipkart has grown to capture 41% of online furniture market share Published on: Sep 2019 Hyperlocal e-grocery- Market growing at …[...]
Setting up the $300Mn+ Online furniture Market
The Indian furniture market stands at $17Bn in size, with 15% organized and growing at a CAGR of ~15-17% with …[...]
Demystifying the restaurants vs online aggregators debate
Restaurants have witnessed 30% growth in business along with other benefits after partnering with online aggregators Published on: Aug 2019 …[...]
Indonesia Fintech: Looking back into The Future
Fast-growing Indonesian eWallets and digital payments space seeing massive supply-side activity Published on: Aug 2019 Summary takeaways Continued rapid growth …[...]
Ready to Cook Market: India
Ready to Cook Food market is gaining adoption among consumers owing to increasing urbanization and demand for convenience food Published …[...]
What’s makes India’s ePharma space so exciting | How will MAUs of digital content platforms grow | Private labels driving online beauty growth story
India’s USD 18 Bn unorganized pharma retailing market is ripe for digital disruption by ePharma players Published on: Aug 2019 …[...]
