Does Shopee’s investment in logistics and lending make sense? Recap part...
Off the record: Shopee's turbulent 2022: Recap part 2 of 5
Shopee, the largest ecommerce platform in Southeast Asia, was in an all out expansion...
Your questions on “Off the record: Shopee’s turbulent 2022” answered
On competition, Sea Capital, Tencent and take rates
Off the record: Shopee’s turbulent 2022: Recap part 1 of 5
Shopee, the largest ecommerce platform in Southeast Asia, was in an all out expansion mode (new markets, new verticals) in 2021 – and its...
Our thoughts on Sea group’s 2022 Q3 results
Last night Asia time (15 November), Shopee’s parent company Sea Group released its Q3 earnings. The market seems to be responding positively - with...
[New report] Shopee in Poland – the ecommerce hub of Europe
It has been more than a year since we published the Who is Shopee report, and what a different world we are in now.
Shopee, the...
E16 Low Level Barbarians: Singapore Migration, SEA Landscape, Shopee Layoffs, Funding...
Low Level Barbarians, co-hosted by Alex Le, Dave Chang, Jianggan Li and Andrew Gananantham, is a show that covers discussion and debate around trending topics from Asia on Asia....
Grab, GoTo and Shopee – how do Southeast Asia’s tech giants...
After years of development, the market has come to a consensus that Southeast Asia’s consumer tech space is now dominated by three publicly listed...
Our thoughts on Shopee’s latest layoffs
Shopee announced more job cuts on Monday, 19 September. This is after a round of rescinded offers earlier in September and a round of...
[Seeing the unseen] How to interpret Sea Group CEO not taking...
This week, Sea Group’s CEO Forrest Li sent an internal note saying that the management will NOT take cash compensation until “the company reaches self...