E-commerce

ICC secretary-general John Denton says that restoring the WTO’s digital trade moratorium must be an immediate priority.

WTO talks end with no deal to extend e-commerce tariff ban

Without an agreement, the prohibition expires at the end of March

Logistics companies are losing grip on demand, service standards and pricing to major e-commerce platforms, eventually leading to just a few large players standing.

Vietnam’s e-commerce last-mile war: Why Ninja Van and LEX bowed out

Next battleground is the race for parcel volumes outside giants like Shopee, TikTok Shop

The change will affect both Amazon and its constellation of third-party vendors, which count on the discounting surge to attract shoppers.

Amazon plans to shift annual Prime Day sale to June from July

The latest change has implications for the company’s financial reporting

The disruption is already complicating inventory replenishment for cross-border sellers serving Gulf consumers, raising the prospect of stockouts if hostilities persist.

Online sellers brace as Gulf logistics grinds to near halt after US-Israel strikes

The region has become an important destination for Chinese and Western e-commerce exporters alike

Sea's net income for the latest quarter rose about 73% but missed analysts' consensus.
BROKERS’ TAKE

Sea shares slump 16.5%; analysts deem drop an ‘overreaction’

Citi and Maybank Securities say the sell-off ignores company’s strategic logic

Coupang Korea has faced a public backlash following the disclosure of a data breach in November involving some 34 million customers.

Coupang swings to loss as data breach dents Q4; sees muted near-term growth

For the first quarter, the company expects consolidated constant-currency revenue growth of 5% to 10%

Analysts expect Grab to report higher Q4 Ebitda and net profit for 2025.

Eyes on Grab and Sea as analysts stay bullish ahead of FY2025 results

Grab is expected to report its results on Feb 11; Sea has yet to announce its reporting date

Travel was “the stand-out category” in 2025, with travel merchant spend growing 2.5 times more than the average spend, while cross-border spending boomed.

AI boom lifts outbound travel as Singapore, Apac economies splurge abroad

Japan, South Korea and China see strong inbound travel amid demand for pop culture tourism

Quick commerce allows food delivery platforms to give riders more jobs outside the lunch and dinner rushes.

In S-E Asia, can quick commerce become a key growth driver for food delivery platforms?

This approach improves rider utilisation rates and could catalyse subscription services