The region, notes Max Bittner, Lazada chief executive, is far from homogenous — it has different languages, religions and cultures — but what the countries have in common is “an exploding middle class, comparable to China a decade ago”.
Lazada首席执行官马克斯?比特纳(Max Bittner)指出,该地区各国差异很大——拥有不同的语言、宗教和文化——但各国的相同之处在于“中产阶级爆炸式的增长,可以与10年前的中国相媲美”。
“In Southeast Asia, this middle class explosion is happening simultaneously with the ongoing smartphone revolution, and all the growth in retail is driven solely by ecommerce,” he adds, noting that the catalyst was the $100 smartphones that began going on sale in late 2017.
“在东南亚,与中产阶级激增同时出现的是正在进行中的智能手机革命,电子商务独自推动了全部的零售业增长,”他补充称,并指出这一发展的催化剂是2017年末市面上开始销售的100美元的智能手机。
Making money on ecommerce is a tougher proposition, notes one player: “We’ve seen competitors come and go quite frequently over the past five years.”
通过电子商务赚钱是一件更难做到的事,一名业内人士指出:“在过去5年里,我们看到竞争者相当频繁地进入和退出。”
Sea’s initial public offering prospectus makes the same point, warning “we may fail to monetise our business effectively” and “we have a history of net losses and we may not achieve profitability in the future”. Its operating loss grew to $205m in its latest fiscal year and $150.5m in the first six months of this year.
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