SE is a buy
財經台韭菜
289 回覆
14 Like
17 Dislike
口水預測
有咩優勢？
蝦皮購物唔知佔左台灣幾多成
物流效率遠超對手並且持續投資拉大差距，可以次日交貨，成本又低過對手，貨又平過人
On logistics, we opened 5 new sorting centers and 385 new first and last mile hubs across our Asia market and extended our logistics network further to improve our coverage to do more automation, tighter planning, better routing and other operational improvements. Our platform logistics cost per order in Asia decreased by 12% year-on-year in the fourth quarter. This was partly driven by our own logistics network cost per order decreasing by 20% from the same take rate last year.
We're also seeing good progress made on delivery speed. In Indonesia in December 2023, more than half of the orders from buyers in Java were delivered within 2 days. We'll continue to improve logistics service quality in terms of both speed and the consistency. At the same time, we're also expanding premium services such as next day delivery and introducing new features. For example, we commenced return on sports services in Indonesia and Vietnam. This initiative has resulted in higher trust and increased product frequency -- purchase frequency from our buyers, particularly those who are new to Shopee.
Our e-commerce logistics network is now one of the most intensive and efficient in our markets and a strong competitive moat for us. We have rapidly ramped up live streaming e-commerce which accounted for around 15% of our physical order volume in Southeast Asia last December.
With the scale and the leadership achieved, unit economics of the segment also improved meaningfully quarter-on-quarter. Shopee Brazil continued its strong performance in the fourth quarter. Its contribution margin loss per order improved by nearly 90% year-on-year. This was driven by improvements in both user monetization and cost efficiency. We believe we have achieved cost leadership in logistics to scale and operational efficiencies, which have been and will be key to our success in the market.
On logistics, we opened 5 new sorting centers and 385 new first and last mile hubs across our Asia market and extended our logistics network further to improve our coverage to do more automation, tighter planning, better routing and other operational improvements. Our platform logistics cost per order in Asia decreased by 12% year-on-year in the fourth quarter. This was partly driven by our own logistics network cost per order decreasing by 20% from the same take rate last year.
We're also seeing good progress made on delivery speed. In Indonesia in December 2023, more than half of the orders from buyers in Java were delivered within 2 days. We'll continue to improve logistics service quality in terms of both speed and the consistency. At the same time, we're also expanding premium services such as next day delivery and introducing new features. For example, we commenced return on sports services in Indonesia and Vietnam. This initiative has resulted in higher trust and increased product frequency -- purchase frequency from our buyers, particularly those who are new to Shopee.
Our e-commerce logistics network is now one of the most intensive and efficient in our markets and a strong competitive moat for us. We have rapidly ramped up live streaming e-commerce which accounted for around 15% of our physical order volume in Southeast Asia last December.
With the scale and the leadership achieved, unit economics of the segment also improved meaningfully quarter-on-quarter. Shopee Brazil continued its strong performance in the fourth quarter. Its contribution margin loss per order improved by nearly 90% year-on-year. This was driven by improvements in both user monetization and cost efficiency. We believe we have achieved cost leadership in logistics to scale and operational efficiencies, which have been and will be key to our success in the market.
LM
Shopee 救全家
業務範圍 新加坡、馬來西亞、菲律賓、印度尼西亞、臺灣、泰國、越南、巴西、墨西哥、智利、哥倫比亞
前景幾好
業務範圍 新加坡、馬來西亞、菲律賓、印度尼西亞、臺灣、泰國、越南、巴西、墨西哥、智利、哥倫比亞
前景幾好
點睇MU
唔識, 可否講講電商點解/點樣反彈樓豬高位接咗幾多貨
？
？好似大概8成，屌打momo同PChome
佢遊戲收入唔掂喎
但佢老母qq
佢最搵錢嘅gaming 唔惦先大問題
幾時上番200
而家gaming最搵錢姐，電商做大咗就冇人理gaming啦
之前NVDA gaming 同 data centre revenue 都差唔多，而家你仲有冇聽到人關心NVDA gaming 賺唔到賺錢？
之前NVDA gaming 同 data centre revenue 都差唔多，而家你仲有冇聽到人關心NVDA gaming 賺唔到賺錢？
少掂為妙 依隻野上唔到$56
bullish 
跟
LM
巴打你命中率咁高，係咪已經發左達
你係隻隻都重注定分散買？
你係隻隻都重注定分散買？
唧係現價how about MU and MRVL
你係咪當年財經台巴打
財巴跪緊玻璃
風格好似 我當你係同一個