Over the past few weeks, one company that has frequently been hitting the headlines is Singapore-headquartered Sea.
As the biggest Southeast Asian internet business, dwarfing startups and listed companies alike in valuation, every move that Sea makes has people across the tech industry perking up their ears.
Sea chairman and CEO Forrest Li and president Nick Nash on the podium of the New York Stock Exchange. / Photo credit: NYSE
On this episode of Deep Dive, Tech in Asia’s Putra Muskita, Simon Huang, and Nicole Jao dish on the latest updates from Sea.
Timecodes:
00:00 – Intro music
00:47 – Today’s topic: Internet giant Sea
01:08 – The potential of a Gojek-Tokopedia merger
03:19 – The threat posed by Sea
04:55 – How the two sides stack up against each other
05:35 – Hurdles facing a Gojek-Tokopedia merger
08:03 – Sea’s latest financials
10:05 – What the numbers say about Sea’s different business arms
12:58 – Latin American ambitions
13:03 – Starting with gaming in Brazil
13:47 – Early ecommerce efforts
14:41 – Going up against incumbent MercadoLibre
15:53 – Sea’s future in Latin America
Download the full transcript here.
Featured reporter:
- Putra Muskita, a Tech in Asia reporter based in Jakarta, Indonesia
- Simon Huang, a Tech in Asia industry analyst based in Singapore
- Nicole Jao, a Tech in Asia journalist based in Taiwan
Essential reading:
- Sea’s shadow looms over a Gojek-Tokopedia merger
- Is Shopee a threat to MercadoLibre’s dominance in Brazil?
- Deep dive: Why Sea’s new numbers are impressive, and a few things to watch out for
- Visualizing the sheer size of Sea Group
Episode Sponsor:
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