Vietnam logistics market sees a promising growth with CAGR ~20% to 2023, with international players also eyeing to tap into this sector....

Funding has strengthened QCommerce’s capabilities amid signs of encouraging growth

Investors are supporting the new-age players’ ambition to expand their footprint and sustain their growth momentum

eCommerce sector has delivered a robust ( >37%+) CAGR growth during the last three years.

Blockchain technology is also seeing a rise with several startups gaining fundraising in the past 3 years

Digital media engagement is rising as consumers due to greater variety and on-demand nature of online media

Limited access to credit in SEA coupled with COVID led acceleration in digital economy offers fertile ground for BNPL to grow in SEA...

The growing concerns around the adverse effects of 'fast' consumption and the lack of affordable and sustainable alternatives have given birth to the second-hand goods ma...

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

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

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

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

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

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...

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

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

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

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

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

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

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

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

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

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...

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

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

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

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

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

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

eCommerce enablers becoming increasingly relevant and important over time

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

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

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...

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

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...

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...

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

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...

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...

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

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

eGrocery market set to grow 5-6x in 2020

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

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...

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...

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....

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...

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....

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

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 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...

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...

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 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...

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 –...

"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...

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

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

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...

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

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

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...

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

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 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...

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...

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 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...

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...

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...

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...

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 ...

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...

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 ...

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...

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...

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...

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...

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 ...