Investor Presentaiton
Southeast Asia - The Next Battleground
Compared to other regions, Southeast Asia is still in the very nascent stages of e-commerce development.
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Only ~3% of retail sales is conducted online, vs. ~9% - 18% for other Asian countries.
Market shares tend to stabilize at ~10% e-commerce penetration, so there's still a lot of "white space" for market shares to shift
among incremental customers.
Southeast Asia Population
From Sea Ltd Investor Presentation
Thailand
69.1 million pop.
Vietnam
93.6 million pop.
Malaysia
32.1 million pop.
Taiwan
23.6 million pop.
Singapore
Indonesia
5.6 million pop.
262.0 million pop.
E-Commerce Penetration Rates - By Country
For 2017-18
The Philippines
105.3 million pop.
18.0%
17.0%
12.7%
12.0%
11.5%
16.8%
9.1%
10.0%
9.0%
Total Population: 591.3 million
GDP: US$3.2 trillion
HAYDEN CAPITAL
35.4%
9.0%
3.0%
United States
China
Western
Europe
Korea
Japan
Southeast
Asia
Penetration
Growth Rate
Fred Liu, CFA | [email protected]
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