05_Preread_StoreStrategy

China technology giants’ expansion into ex -China Asian market is bringing profound and disruptive impacts on overall O+O retail ecosystem

Revolutionized logistics and B2C e commerce platforms, creating scalable infrastructure and internationalizing Chinese retail models

Reshaped consumer fintech ecosystems (esp. payment), supporting commerce through platforms like Shopee and GCash

ByteDance redefined retail through entertainment, content, and creator-led commerce

Acquired a controlling stake in Lazada in 2016, currently serving as Alibaba’s flagship e -commerce vehicle in Southeast Asia Acquired a majority stake in Trendyol in 2018, now one of Turkey’s largest e-commerce platforms and is expanding into logistics and express delivery

Invested in the operator of GCash , the Philippines’ leading digital wallet Through LinkAja and GoPay, Tencent has stakes in Indonesia’s payment networks Tencent Cloud owns data centers and operations in Singapore, Thailand, Indonesia, and Malaysia Tencent-Backed VNG Corporation is a major force in Vietnam’s digital economy

Launched TikTok Shop in Indonesia, Vietnam, Thailand, Malaysia, Philippines, rapidly becoming a leading “ shoppertainment ” player, mixing short videos, livestreams, and in-app transactions Investing heavily in TikTok for Business, offering ad tools, influencer partnerships, and small business support TikTok Creator Marketplace links brands with local influencers

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Alipay links with SEA local digital wallets

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Cainiao has invested in SEA smart warehouses to improve last-mile efficiency Alibaba Cloud is a fast-growing business unit across many Asian countries

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Asian consumer behavior is more impulsive, mobile-first, social-driven, and tech-integrated; Local players have to evolve rapidly

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Source: company information, public news

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