bullish
SE/BABA/PDD: Lazada's Fully Managed Model Will Impact Shopee, a Summary of Our Recent Channel Checks
416 Views06 Jun 2023 08:37
We recently conducted interviews with some Lazada merchants to understand the upcoming large-scale launch of the fully managed model, also known as the Choice channel.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 18-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Blue Lotus Research Institute
China growth and global non-US Internet equities
- [Blue Lotus E-Commerce Sector Update]: Shein's 3P Market Impacts Temu, Amazon, and Shopify01 Jun 2023
- [Sea Limited (SE US, SELL, TP US$60) Target Price Change]: Cut Gaming Revenue and Margin Forecast17 May 2023
- [Sea Limited (SE US, SELL, TP US$62) Earnings Preview]: Increase Spending in ECommerce and Gaming11 May 2023
x