Research
FORUM TRANSCRIPT

ShopeePay Malaysia – SeaMoney Strategic Shifts & SPayLater Growing Pains

  • Public Equity
  • Consumer
  • Asia exc. Greater China
PREMIUM

Specialist

Former divisional head at ShopeePay (Shopee Ltd)

Agenda

  • ShopeePay’s (NYSE: SE) revenue mix in Malaysia and 2023 expectations given deprioritisation of offline adoption
  • ShopeePay’s merchant acquisition and incentive cost overview in Malaysia
  • Competitive implications of ShopeePay’s strategic shifts vs competitors such as Boost (KLSE: AXIATA)
  • Stagnant penetration of ShopeePay for Shopee orders and effectiveness of free shipping vouchers
  • Challenges associated with growing SPayLater and collection efficiency evaluation

Questions

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