[Online Activity] Where should Shopee and Grab go after making profits?

From the recent financial report analysis of Motten, it can be seen that several major technology/internet platforms such as

Shopee

Grab

Both have achieved or are about to achieve their profit targets. But profitability is not the end point - they need to continue to grow while maintaining profitability.

The following image is referenced from the upcoming release of the

Apples to Apples 3.0: Analyzing Key Data Indicators of Major Internet Platform Companies such as Shopee and Grab

You can see that

How much net cash does each company have to grow and fight (especially

Shopee faces dual competition from TikTok and Pinduoduo

）Pinduoduo and Meituan have sufficient ammunition, while Southeast Asia

Grab and Donghai also have sufficient financial reserves:

In conjunction with the upcoming report 'Apples to Apples 3.0', we will be launching a

Online sharing with the theme of "Focusing on the Future: Shopee, Grab, Meituan, and Other 'Super Applications'"

As usual, while analyzing the financial data of major companies, we will share the perspective of how internet companies adjust and grow to cope with the rapidly changing technological landscape.

Content Introduction:

-Performance of major technology platforms. Including Shopee, Grab, GoTo, Uber, Zomato, Delivery Hero, Meituan, and Pinduoduo;

-Industry trends - e-commerce, takeout, and ride hailing services;

-Infrastructure trends including payment and logistics.

This sharing session is suitable for technology companies, practitioners, and investors, helping you understand industry trends and Moto's unique insights on the latest data. Welcome everyone

Click on "Read Original Text" at the end of the article

Join!

Date: September 21, 2023 (Thursday)

Time: 10 AM -11 AM（

Beijing/Singapore Time

）

Meeting format: online