The Race Is On for Superapp Supremacy in Southeast Asia. What to Know.

Barrons2021-05-21

How many winners can take all in any given internet market? Two recent events brought that question into focus in the promising Southeast Asia region. Indonesia-based rides and deliveries powerhouse ...

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精彩评论

Snakekiller
2021-06-03
Snakekiller
Grab will win by the market share and data they holding in SEA
Musztirom
2021-05-24
Musztirom
👏
lizzy04
2021-05-24
lizzy04
Grab is doing very well in Singapore...
- xj7078:
  👍
6c6fa7e2
2021-05-24
6c6fa7e2
👍👍
th0mastan
2021-05-23
th0mastan
I think SE and Grab would be the market leader given their current markets penetration and growth potential
Ianer
2021-05-23
Ianer
SE is executing perfectly. ASIA market will be huge

发表看法

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Two recent events brought that question into focus in the promising Southeast Asia region.\nIndonesia-based rides and deliveries powerhouse ...</p>\n\n<a href=\"https://www.barrons.com/articles/its-a-race-for-superapp-supremacy-in-southeast-asia-51621591203?mod=hp_LEAD_3\">网页链接</a>\n\n</div>\n","source":"lsy1601382232898","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Race Is On for Superapp Supremacy in Southeast Asia. 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What to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 19:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/its-a-race-for-superapp-supremacy-in-southeast-asia-51621591203?mod=hp_LEAD_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>How many winners can take all in any given internet market? Two recent events brought that question into focus in the promising Southeast Asia region.\nIndonesia-based rides and deliveries powerhouse ...</p>\n\n<a href=\"https://www.barrons.com/articles/its-a-race-for-superapp-supremacy-in-southeast-asia-51621591203?mod=hp_LEAD_3\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00700","symbol_name":"腾讯控股","start_time":0,"source_url":"https://www.barrons.com/articles/its-a-race-for-superapp-supremacy-in-southeast-asia-51621591203?mod=hp_LEAD_3","article_id":"1154792922","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1154792922","pubTimestamp":1621596264,"columns":[],"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"How many winners can take all in any given internet market? 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Sea (ticker: SE), whose online games and Shopee merchandise site already have regional reach, reported a 147% year-over-year jump in first-quarter revenue, its 11th straight quarter of triple-digit top line growth.\nThe two face formidable competition in Grab, another ride-hailing group that initiated a merger via a special purpose acquisition company, or SPAC,and is expected to trade on Nasdaq this summer; and Lazada, a subsidiary of Chinese e-commerce giant Alibaba Group Holding(BABA). A GoTo IPO is expected later this year. “These big four are plying their wares in basically the same sandbox,” says Brendan Ahern, chief investment officer at exchange-traded fund provider KraneShares. “It’s a battle royale.”\nChinese internet has been the most exciting story in emerging markets for many years. It’s showing its age a bit. China does more than a third of its shopping online now, compared with single digits for Indonesia, Southeast Asia’s most populous nation with 274 million, or the Philippines, home to 108 million. Alibaba’s revenue grew by a mere 40% in the latest quarter. “China has emerged. A lot of other places are still emerging,” says Andy Tian, CEO of Asia Innovations Group.\nThe digital land grab is also more wide open in these other places than in China, not to mention developed markets. With much of the population getting their first smartphones, companies can combine elements of Amazon.com (AMZN),Facebook (FB),Uber Technologies (UBER), and Expedia Group (EXPE) from scratch into a superapp. With a huge unbanked cash economy, these superapps can take over payments and financial services. “All the companies are competing on the payments front,” says Jerry Goh, an investment manager at Aberdeen Standard Investments. “That makes things quite complicated.”\nSea is the industry leader for the moment, because its games easily cross borders and bring in $100 billion annually, Tian says. But Sea’s Shopee platform trails Tokopedia in Indonesia and Lazada in the Philippines and Thailand. The company is priced for success, too. Shares have tripled over the past year.\nThe GoTo merger stiffens competition for Sea, and threatens to box in Grab, which wanted to acquire Gojek itself to consolidate ride-hailing. Shares in Altimeter Growth (AGC), the SPAC vehicle swallowing Grab, have plunged by a quarter since the deal was announced April 13. “There was too much euphoria around Grab,” says Angus Mackintosh, founder of CrossASEAN Research.\nGrab is hardly out of the race, though. Advantages include a broad regional footprint for its Grab Taxi and a strategic stake in Indonesian payments system Ovo.\nSoutheast Asia, which includes Thailand, Vietnam, and a half dozen smaller countries, offers more than 600 million consumers. The key economies are growing 5% a year or more, and are starting the leapfrog process from corner shops dealing in cash to digitized sales, deliveries, and payments. Investors won’t want to overlook the opportunity. “We are super-excited about the Indonesian unicorns planning to list,” Aberdeen’s Goh says.\nBut China’s experience shows that the ride won’t be smooth, and picking winners won’t be straightforward. Remember when Baidu (BIDU) was supposed to be a superstar like Alibaba? Proceed with cautious enthusiasm.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":111893983,"gmtCreate":1622673633442,"gmtModify":1634099412948,"author":{"id":"3573106638181167","authorId":"3573106638181167","name":"Snakekiller","avatar":"https://static.tigerbbs.com/259fa54fe519bfdd01bc381f1018fb86","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573106638181167","authorIdStr":"3573106638181167"},"htmlText":"Grab will win by the market share and&nbsp;data&nbsp;they holding in SEA","listText":"Grab will win by the market share and&nbsp;data&nbsp;they holding in SEA","text":"Grab will win by the market share and data they holding in SEA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111893983","repostId":1154792922,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":131597786,"gmtCreate":1621866385945,"gmtModify":1634185959330,"author":{"id":"3581560330669557","authorId":"3581560330669557","name":"Musztirom","avatar":"https://community-static.tradeup.com/news/b5e59779a1eaa1b3dc28886ab0efa184","vip":2,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3581560330669557","authorIdStr":"3581560330669557"},"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131597786","repostId":1154792922,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":133792333,"gmtCreate":1621808971222,"gmtModify":1634186546053,"author":{"id":"3582761710994135","authorId":"3582761710994135","name":"lizzy04","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3582761710994135","authorIdStr":"3582761710994135"},"htmlText":"Grab is doing very well in Singapore...","listText":"Grab is doing very well in Singapore...","text":"Grab is doing very well in Singapore...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/133792333","repostId":1154792922,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4432742,"gmtCreate":1621862715210,"gmtModify":1635400549737,"authorId":3579417277704833,"author":{"id":3579417277704833,"idStr":"3579417277704833","authorId":3579417277704833,"name":"xj7078","avatar":"https://static.tigerbbs.com/e9f2043d412bf30d87ca01bb92efc410","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":133792333,"type":1,"supId":0,"prevId":0,"content":"👍","text":"👍","html":"👍"}],"langContent":"EN"},{"id":133443495,"gmtCreate":1621790292417,"gmtModify":1634186572725,"author":{"id":"3577272005829901","authorId":"3577272005829901","name":"6c6fa7e2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577272005829901","authorIdStr":"3577272005829901"},"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/133443495","repostId":1154792922,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":133492083,"gmtCreate":1621779396342,"gmtModify":1634186624630,"author":{"id":"3573383537150312","authorId":"3573383537150312","name":"th0mastan","avatar":"https://static.tigerbbs.com/84d76bcdad50787fa2929139725c46f0","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573383537150312","authorIdStr":"3573383537150312"},"htmlText":"I think SE and Grab would be the market leader given their current markets penetration and growth potential","listText":"I think SE and Grab would be the market leader given their current markets penetration and growth potential","text":"I think SE and Grab would be the market leader given their current markets penetration and growth potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/133492083","repostId":1154792922,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":133534529,"gmtCreate":1621766588861,"gmtModify":1631884870609,"author":{"id":"3582704169214897","authorId":"3582704169214897","name":"Ianer","avatar":"https://static.tigerbbs.com/6dfad3c43fd6d82b6a4f7c429853f818","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3582704169214897","authorIdStr":"3582704169214897"},"htmlText":"SE is executing perfectly. ASIA market will be huge","listText":"SE is executing perfectly. ASIA market will be huge","text":"SE is executing perfectly. ASIA market will be huge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/133534529","repostId":1154792922,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":54,"commentSize":13,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1154792922"}