Investor Presentaiton
Mobile First
In Asia, mobile usage vs. desktop is much higher than in the West.
•
In Asia, ~67% of internet usage is on Mobile, vs ~42% in the US and ~40% in Europe.
.
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A mobile-native interface gives Shopee an advantage (purchase friction is lower), with evidence of this in 90% of Shopee orders
being made via mobile (vs. just ~60% for Lazada).
This is also evidenced in 3rd party app rankings, with Shopee taking the #1 spot consistently in it major markets.
Note: Mobile orders tend to have smaller basket sizes, but higher order frequency. The high frequency keeps Shopee "top of mind” for shoppers, but
also results in higher shipping costs as a % of the order size.
Indonesia Top Shopping Apps Taiwan Top Shopping Apps
App Annie, as of September 27, 2018
1
App Annie, as of September 27, 2018
#
Free
蝦皮購物: 花得更少,買得更好
1
S
SHOPEE
#
Free
Shopee: No.1 Belanja Online
SHOPEE
2
LAZ
Lazada Online Shopping &....
Lazada
2
UNI UNIQLO TW
QLO
UNIQLO
3
Tokopedia - Online Shopping ...
Tokopedia
淘宝
3
淘
Taobao
Vietnam Top Shopping Apps Thailand Top Shopping Apps
App Annie, as of September 27, 2018
1
App Annie, as of September 27, 2018
# Free
Shopee: ที่ 1 ออนไลน์ช็อปปิ้ง
#
Free
Shopee: Mua và Bán trên Di
-SHOPEE
1
SHOPEE
LAZ
Lazada - Online Shopping & ...
Lazada
Lazada #1 Online Shopping
2
Lazada
3
ي
FPT Sendovn - Mua sắm trực..
JD CENTRAL
3
Sendo
CENTRAL JD COMMERCE COMPANY LIMITED
Tiki.vn - Shopping Happiness
4
S
SHEIN Fashion Shopping Online
Shein
Tiki
4
BL
5
al
-Akulaku
OLX Jual Beli Online
6
OLX
Bukalapak Jual Beli Online
PT. Bukalapak.com
Akulaku-Shop on Installme...
mo
momo購物網-行動購物第一站,全通路..
▲ 2
4
ma
Fubon Multimedia
GOMAJI - 最大吃喝玩樂平台
5
Yi Chi Hsing Hsiao
6
S
SHEIN-Fashion Shopping Online.
Shein
7
SALE
STOCK
Sale Stock - Toko Baju Wanita...
Sale Stock
▲ 1
淘寶Lite - 官方專為國際及港澳台用戶打造
7
淘
7
Taobao
Blibli.com Belanja Online Sho...
Blibli
▼ 1
天
露天拍賣
8
PChome eBay
Kudo: Agen Pulsa & PPOB Ba...
9
Kudo
5
al
Akulaku-Shop on Installme...
-Akulaku
Chilindo
5
Chilindo
Cho Tot - Chuyên mua bán o...
UNI UNIQLO TH
6
TOT
6
E Chợ Tốt
QLO
UNIQLO
Quà tặng Galaxy
7
Kaidee Kaidee แหล่ง อขายของออนไลน์
SAMSUNG VIETNAM APPS C...
DF Marketplace
LOTTE.vn - Online Shopping..
Watsons TH
8
8
W
Lotte
Watson
Yahoo奇摩拍賣-刊登免费 安心購物
▲ 1
Check Scanner & Shopping
Konvy Cosmetic Shopping
9
9
9
Καιν
Yahool
A Check
Konvy
10
2
JD.id - Belanja Online #Dijami...
PChome24h
▾ 1
iFind Khuyến mãi Giảm giá 2...
Tesco Lotus
10
24
10
10
PChome Online
e Find
Tesco Lotus
10.6
JD.com
Shopintar - Cicilan Online Tan...
生活
生活市集
11
A 1
11
SPEED L
Sephora-Beauty Shopping
11
11
市集
SHOPINTAR
Kuo Brothers
FLOTTE Mart Vietnam
Sephora
ZALORA Fashion Shopping
12
Z
12
眼
Yahoo 奇摩購物中心-好的生活真的不貴
▼ 1
The gioi di dong
OP Society
12
12
Fleer in unire PanAV LITER
Vand
TAPila Wabella
HAYDEN CAPITAL
Fred Liu, CFA | [email protected]
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