Kehao
2021-03-23
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In Southeast Asian internet battle, Sea's rise sends rivals scrambling<blockquote>在东南亚互联网大战中，海洋的崛起让竞争对手陷入混乱</blockquote>
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Its share price has risen five-fold over the past year, giving the company a market capitalisation of $111 billion.</p><p><blockquote>凭借创收游戏业务的成功，在美国上市的 Sea 近年来对其 Shopee 电子商务品牌进行了大量投资，并成功挑战了阿里巴巴-SW的 Lazada 和其他竞争对手。过去一年，其股价上涨了五倍，使该公司的市值达到 1110 亿美元。</blockquote></p><p> Now Singapore-based Sea is muscling into food delivery and financial services in Indonesia, the world’s fourth-most-populous country, posing a new threat to regional rivals including ride-hailing and delivery unicorns Grab and GoJek.</p><p><blockquote>现在，总部位于新加坡的 Sea 正大举进军世界第四人口大国印度尼西亚的食品配送和金融服务领域，对包括打车和外卖独角兽 Grab 和 GoJek 在内的地区竞争对手构成了新的威胁。</blockquote></p><p> At stake is a slice of the more than 400 million internet users in Southeast Asia’s digital economy, which is estimated to triple to $309 billion by 2025, according to a study by Google, Temasek and Bain & Company.</p><p><blockquote>根据谷歌、淡马锡和贝恩公司（Bain & Company）的一项研究，预计到 2025 年，东南亚数字经济将增长两倍，达到 3090 亿美元。</blockquote></p><p> Tech giants including Tencent, a major investor in Sea, Alibaba, Google and Softbank Group Corp are big backers of Southeast Asia’s internet champions.</p><p><blockquote>包括腾讯控股（Sea 的主要投资者）、阿里巴巴-SW、谷歌和软银集团公司在内的科技巨头都是东南亚互联网冠军的大力支持者。</blockquote></p><p> Sources say Sea’s aggressive expansion is one of the key sources driving merger discussions between Gojek and e-commerce platform Tokopedia. The two Indonesian firms aim to create an $18 billion powerhouse to fight off Sea and regional ride-hailing leader Grab.</p><p><blockquote>消息人士称，Sea 的积极扩张是推动 Gojek 和电子商务平台 Tokopedia 讨论合并的关键因素之一。这两家印度尼西亚公司的目标是打造一个价值 180 亿美元的巨头，以对抗海上和地区网约车行业的领导者 Grab。</blockquote></p><p> Meanwhile, Grab and other players, including travel app Traveloka and Indonesian e-commerce unicorn Bukalapak, are rushing for public listings, hoping to ride the coattails of Sea’s stock rally while defending their turf, according to Reuters interviews with over a dozen people.</p><p><blockquote>与此同时，根据路透社对十几位人士的采访，Grab 和其他公司，包括旅游应用 Traveloka 和印尼电子商务独角兽 Bukalapak，都在争相公开上市，希望在捍卫自己地盘的同时，乘着 Sea 股价上涨的顺风。</blockquote></p><p> “Sea is like Thanos, massive and powerful, and able to take down half of the world, or in this case half the startups,” Willson Cuaca, co-founder of East Ventures and an early backer of Tokopedia, joked as he compared the group to the powerful villain in the Marvel film series.</p><p><blockquote>“East Ventures 的联合创始人、Tokopedia 的早期支持者威尔逊-库阿卡（Willson Cuaca）开玩笑说：”大海就像灭霸，庞大而强大，能够拿下半个世界，或者说半个初创公司。</blockquote></p><p> “Like the Avengers, companies need to band together if they want to ensure their survival and to win the war.”</p><p><blockquote>“就像复仇者联盟一样，公司要想确保生存并赢得战争，就需要团结起来。”</blockquote></p><p> CASH IS KING</p><p><blockquote>现金为王</blockquote></p><p> Sea’s stock rally reflects a scarcity of options for investors seeking exposure to the booming Southeast Asia internet sector. It went public in 2017 and has raised some $7 billion in share and debt sales, with early investor Tencent now holding about 20% of the stock.</p><p><blockquote>Sea 的股价上涨反映出寻求投资蓬勃发展的东南亚互联网行业的投资者缺乏选择。该公司于 2017 年上市，通过股票和债务出售筹集了约 70 亿美元，早期投资者腾讯控股目前持有约 20% 的股份。</blockquote></p><p> That investor appetite, combined with a need to raise cash to match Sea’s muscle, is forcing rivals to seek public listings as quickly as they can, bankers and executives familiar with the matter say.</p><p><blockquote>熟悉内情的银行家和高管表示，投资者的这种胃口，再加上筹集现金以匹配 Sea 实力的需求，正迫使竞争对手尽快寻求公开上市。</blockquote></p><p> Sources say the Gojek-Tokopedia merger, which is likely to be finalised within weeks, will be followed by a listing in Jakarta in the second half of 2021, then a mega IPO in the United States targeted for 2022.</p><p><blockquote>消息人士称，Gojek与Tokopedia的合并可能在几周内完成，随后将于2021年下半年在雅加达上市，然后于2022年在美国进行大型IPO。</blockquote></p><p> Grab and Traveloka, for their part, are looking at speeding up the process by merging with special purpose acquisition companies, sources said. Bukalapak is planning the same, after a 2021 Jakarta IPO.</p><p><blockquote>消息人士称，Grab 和 Traveloka 正在考虑通过与特殊目的收购公司合并来加快这一进程。Bukalapak 在 2021 年雅加达 IPO 后也在计划同样的事情。</blockquote></p><p> “The market is pretty welcoming for tech stocks. It’s an opportunity for Grab if they are ready for it,” said Jixun Foo, a managing partner at GGV Capital, which has invested in Grab.</p><p><blockquote>“市场对科技股非常欢迎。如果 Grab 做好了准备，这对 Grab 来说就是一个机会，”投资了 Grab 的 GGV Capital 执行合伙人 Jixun Foo 说。</blockquote></p><p> COLLISION COURSE</p><p><blockquote>碰撞路线</blockquote></p><p> Sea’s success owes much to its online gaming business Garena, whose 2017 title Free Fire became the most downloaded game in the world over the past two years.</p><p><blockquote>Sea 的成功在很大程度上归功于其在线游戏业务 Garena，其 2017 年的游戏《Free Fire》成为过去两年全球下载量最高的游戏。</blockquote></p><p> It’s using the cash from Garena to repeat its success in e-commerce, food delivery and financial services.</p><p><blockquote>它正在利用 Garena 的现金在电子商务、食品配送和金融服务领域复制其成功。</blockquote></p><p> Its Shopee division started off in 2015 as a platform for local sellers and soon gained traction with many merchants regionally. It has now overtaken both Lazada as the top e-commerce player in the region and Tokopedia as the leader in Indonesia, thanks in part to innovations such as adding social features to its service.</p><p><blockquote>其Shopee部门于2015年作为当地卖家的平台成立，并很快获得了该地区许多商家的关注。它现在已经超越Lazada成为该地区最大的电子商务公司，超越Tokopedia成为印度尼西亚的领导者，这在一定程度上要归功于在其服务中添加社交功能等创新。</blockquote></p><p> Both Gojek and Grab, which have pursued on-again, off-again merger talks with each other for years, believe they can ward off Sea’s move into food delivery thanks to well-honed logistics networks and early-mover advantages.</p><p><blockquote>Gojek 和 Grab 多年来一直在断断续续地进行合并谈判，它们都认为，凭借完善的物流网络和先发优势，它们可以阻止 Sea 进军食品配送领域。</blockquote></p><p> But they could be hard-pressed to match Sea’s subsidies: in Vietnam, Sea-owned food delivery service Now quietly dominates the sector, according to a January report by advisory firm Momentum Works.</p><p><blockquote>但他们可能很难与 Sea 的补贴相匹配： 根据咨询公司 Momentum Works 一月份的一份报告，在越南，Sea 拥有的送餐服务现在悄然主导着该行业。</blockquote></p><p> In Indonesia, ShopeeFood is wooing vendors by touting its 80 million-strong user base and promising to subsidise steep discounting.</p><p><blockquote>在印度尼西亚，ShopeeFood 正在通过吹捧其 8000 万强大的用户群并承诺补贴大幅折扣来吸引供应商。</blockquote></p><p> The next showdown will be in financial services.</p><p><blockquote>下一次摊牌将在金融服务领域。</blockquote></p><p> Sea has bought Indonesian lender Bank BKE and has hired a veteran of China’s peer-to-peer platforms to head its “SeaMoney” banking efforts.</p><p><blockquote>Sea 收购了印尼贷款银行 BKE，并聘请了一位中国点对点平台的资深人士来领导其 “SeaMoney ”银行业务。</blockquote></p><p></p><p> “SeaMoney can become the Ant Financial of Southeast Asia,” said Daniel Jacobs, managing partner at emerging markets hedge fund Kora, a Sea shareholder.</p><p><blockquote>“Sea 股东、新兴市场对冲基金 Kora 的执行合伙人丹尼尔-雅各布斯（Daniel Jacobs）说：”SeaMoney 可以成为东南亚的蚂蚁金服。</blockquote></p><p> “After payments, they have the vision and will to grow into adjacent areas, from ‘buy now, pay later’ on the customer side to merchant credit and all sorts of financial services.”</p><p><blockquote>“付款后，他们有远见和意愿向邻近领域发展，从客户端的'先买后付'到商户信贷和各种金融服务。”</blockquote></p><p> But Gojek and Grab, both of which own part of Indonesian payment app OVO, have similar ambitions. And Sea and Grab are set to square off in Singapore, where both won coveted digital bank licences in December.</p><p><blockquote>但 Gojek 和 Grab 都拥有印尼支付应用 OVO 的一部分，它们也有类似的野心。Sea 和 Grab 将在新加坡展开对决，两家银行都于 12 月在新加坡赢得了令人垂涎的数字银行牌照。</blockquote></p><p> Grab is backed by many investors including SoftBank Group and Mitsubishi UFJ Financial Group.</p><p><blockquote>Grab得到了软银集团和三菱UFJ金融集团等众多投资者的支持。</blockquote></p><p> “This is going to be a battle of the titans,” said Patrick Walujo, the co-founder of Indonesian private-equity firm Northstar Group and a Gojek investor.</p><p><blockquote>“印尼私募股权公司 Northstar Group 联合创始人、Gojek 投资者帕特里克-瓦卢霍（Patrick Walujo）说：”这将是一场巨人之战。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>In Southeast Asian internet battle, Sea's rise sends rivals scrambling<blockquote>在东南亚互联网大战中，海洋的崛起让竞争对手陷入混乱</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIn Southeast Asian internet battle, Sea's rise sends rivals scrambling<blockquote>在东南亚互联网大战中，海洋的崛起让竞争对手陷入混乱</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-03-23 14:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>SINGAPORE (Reuters) - In front of an open-air Jakarta restaurant, delivery drivers clad in the orange colours of Southeast Asia tech group Sea Ltd wait for orders next to the green-jacketed riders of market leaders Gojek and Grab, in what has become the latest battleground for tech supremacy in Southeast Asia.</p><p><blockquote>新加坡（路透社） - 在雅加达一家露天餐厅前，身着东南亚科技集团 Sea Ltd 橙色服装的送货司机在市场领导者 Gojek 和 Grab 的绿色夹克骑手旁边等待订单，这已成为东南亚科技霸权的最新战场。</blockquote></p><p> The humble noodles eatery signed up for Sea’s nascent ShopeeFood service a month ago, but “immediately, there were orders everyday,” said manager M.A Rasyid.</p><p><blockquote>这家不起眼的面馆一个月前就注册了 Sea 新兴的 ShopeeFood 服务，但 “经理 M.A. Rasyid 说：”很快，每天都有订单。</blockquote></p><p> Riding on the success of a cash-generating gaming business, U.S.-listed Sea has invested heavily in its Shopee e-commerce brand and successfully taken on Alibaba’s Lazada and other rivals in recent years. Its share price has risen five-fold over the past year, giving the company a market capitalisation of $111 billion.</p><p><blockquote>凭借创收游戏业务的成功，在美国上市的 Sea 近年来对其 Shopee 电子商务品牌进行了大量投资，并成功挑战了阿里巴巴-SW的 Lazada 和其他竞争对手。过去一年，其股价上涨了五倍，使该公司的市值达到 1110 亿美元。</blockquote></p><p> Now Singapore-based Sea is muscling into food delivery and financial services in Indonesia, the world’s fourth-most-populous country, posing a new threat to regional rivals including ride-hailing and delivery unicorns Grab and GoJek.</p><p><blockquote>现在，总部位于新加坡的 Sea 正大举进军世界第四人口大国印度尼西亚的食品配送和金融服务领域，对包括打车和外卖独角兽 Grab 和 GoJek 在内的地区竞争对手构成了新的威胁。</blockquote></p><p> At stake is a slice of the more than 400 million internet users in Southeast Asia’s digital economy, which is estimated to triple to $309 billion by 2025, according to a study by Google, Temasek and Bain & Company.</p><p><blockquote>根据谷歌、淡马锡和贝恩公司（Bain & Company）的一项研究，预计到 2025 年，东南亚数字经济将增长两倍，达到 3090 亿美元。</blockquote></p><p> Tech giants including Tencent, a major investor in Sea, Alibaba, Google and Softbank Group Corp are big backers of Southeast Asia’s internet champions.</p><p><blockquote>包括腾讯控股（Sea 的主要投资者）、阿里巴巴-SW、谷歌和软银集团公司在内的科技巨头都是东南亚互联网冠军的大力支持者。</blockquote></p><p> Sources say Sea’s aggressive expansion is one of the key sources driving merger discussions between Gojek and e-commerce platform Tokopedia. The two Indonesian firms aim to create an $18 billion powerhouse to fight off Sea and regional ride-hailing leader Grab.</p><p><blockquote>消息人士称，Sea 的积极扩张是推动 Gojek 和电子商务平台 Tokopedia 讨论合并的关键因素之一。这两家印度尼西亚公司的目标是打造一个价值 180 亿美元的巨头，以对抗海上和地区网约车行业的领导者 Grab。</blockquote></p><p> Meanwhile, Grab and other players, including travel app Traveloka and Indonesian e-commerce unicorn Bukalapak, are rushing for public listings, hoping to ride the coattails of Sea’s stock rally while defending their turf, according to Reuters interviews with over a dozen people.</p><p><blockquote>与此同时，根据路透社对十几位人士的采访，Grab 和其他公司，包括旅游应用 Traveloka 和印尼电子商务独角兽 Bukalapak，都在争相公开上市，希望在捍卫自己地盘的同时，乘着 Sea 股价上涨的顺风。</blockquote></p><p> “Sea is like Thanos, massive and powerful, and able to take down half of the world, or in this case half the startups,” Willson Cuaca, co-founder of East Ventures and an early backer of Tokopedia, joked as he compared the group to the powerful villain in the Marvel film series.</p><p><blockquote>“East Ventures 的联合创始人、Tokopedia 的早期支持者威尔逊-库阿卡（Willson Cuaca）开玩笑说：”大海就像灭霸，庞大而强大，能够拿下半个世界，或者说半个初创公司。</blockquote></p><p> “Like the Avengers, companies need to band together if they want to ensure their survival and to win the war.”</p><p><blockquote>“就像复仇者联盟一样，公司要想确保生存并赢得战争，就需要团结起来。”</blockquote></p><p> CASH IS KING</p><p><blockquote>现金为王</blockquote></p><p> Sea’s stock rally reflects a scarcity of options for investors seeking exposure to the booming Southeast Asia internet sector. It went public in 2017 and has raised some $7 billion in share and debt sales, with early investor Tencent now holding about 20% of the stock.</p><p><blockquote>Sea 的股价上涨反映出寻求投资蓬勃发展的东南亚互联网行业的投资者缺乏选择。该公司于 2017 年上市，通过股票和债务出售筹集了约 70 亿美元，早期投资者腾讯控股目前持有约 20% 的股份。</blockquote></p><p> That investor appetite, combined with a need to raise cash to match Sea’s muscle, is forcing rivals to seek public listings as quickly as they can, bankers and executives familiar with the matter say.</p><p><blockquote>熟悉内情的银行家和高管表示，投资者的这种胃口，再加上筹集现金以匹配 Sea 实力的需求，正迫使竞争对手尽快寻求公开上市。</blockquote></p><p> Sources say the Gojek-Tokopedia merger, which is likely to be finalised within weeks, will be followed by a listing in Jakarta in the second half of 2021, then a mega IPO in the United States targeted for 2022.</p><p><blockquote>消息人士称，Gojek与Tokopedia的合并可能在几周内完成，随后将于2021年下半年在雅加达上市，然后于2022年在美国进行大型IPO。</blockquote></p><p> Grab and Traveloka, for their part, are looking at speeding up the process by merging with special purpose acquisition companies, sources said. Bukalapak is planning the same, after a 2021 Jakarta IPO.</p><p><blockquote>消息人士称，Grab 和 Traveloka 正在考虑通过与特殊目的收购公司合并来加快这一进程。Bukalapak 在 2021 年雅加达 IPO 后也在计划同样的事情。</blockquote></p><p> “The market is pretty welcoming for tech stocks. It’s an opportunity for Grab if they are ready for it,” said Jixun Foo, a managing partner at GGV Capital, which has invested in Grab.</p><p><blockquote>“市场对科技股非常欢迎。如果 Grab 做好了准备，这对 Grab 来说就是一个机会，”投资了 Grab 的 GGV Capital 执行合伙人 Jixun Foo 说。</blockquote></p><p> COLLISION COURSE</p><p><blockquote>碰撞路线</blockquote></p><p> Sea’s success owes much to its online gaming business Garena, whose 2017 title Free Fire became the most downloaded game in the world over the past two years.</p><p><blockquote>Sea 的成功在很大程度上归功于其在线游戏业务 Garena，其 2017 年的游戏《Free Fire》成为过去两年全球下载量最高的游戏。</blockquote></p><p> It’s using the cash from Garena to repeat its success in e-commerce, food delivery and financial services.</p><p><blockquote>它正在利用 Garena 的现金在电子商务、食品配送和金融服务领域复制其成功。</blockquote></p><p> Its Shopee division started off in 2015 as a platform for local sellers and soon gained traction with many merchants regionally. It has now overtaken both Lazada as the top e-commerce player in the region and Tokopedia as the leader in Indonesia, thanks in part to innovations such as adding social features to its service.</p><p><blockquote>其Shopee部门于2015年作为当地卖家的平台成立，并很快获得了该地区许多商家的关注。它现在已经超越Lazada成为该地区最大的电子商务公司，超越Tokopedia成为印度尼西亚的领导者，这在一定程度上要归功于在其服务中添加社交功能等创新。</blockquote></p><p> Both Gojek and Grab, which have pursued on-again, off-again merger talks with each other for years, believe they can ward off Sea’s move into food delivery thanks to well-honed logistics networks and early-mover advantages.</p><p><blockquote>Gojek 和 Grab 多年来一直在断断续续地进行合并谈判，它们都认为，凭借完善的物流网络和先发优势，它们可以阻止 Sea 进军食品配送领域。</blockquote></p><p> But they could be hard-pressed to match Sea’s subsidies: in Vietnam, Sea-owned food delivery service Now quietly dominates the sector, according to a January report by advisory firm Momentum Works.</p><p><blockquote>但他们可能很难与 Sea 的补贴相匹配： 根据咨询公司 Momentum Works 一月份的一份报告，在越南，Sea 拥有的送餐服务现在悄然主导着该行业。</blockquote></p><p> In Indonesia, ShopeeFood is wooing vendors by touting its 80 million-strong user base and promising to subsidise steep discounting.</p><p><blockquote>在印度尼西亚，ShopeeFood 正在通过吹捧其 8000 万强大的用户群并承诺补贴大幅折扣来吸引供应商。</blockquote></p><p> The next showdown will be in financial services.</p><p><blockquote>下一次摊牌将在金融服务领域。</blockquote></p><p> Sea has bought Indonesian lender Bank BKE and has hired a veteran of China’s peer-to-peer platforms to head its “SeaMoney” banking efforts.</p><p><blockquote>Sea 收购了印尼贷款银行 BKE，并聘请了一位中国点对点平台的资深人士来领导其 “SeaMoney ”银行业务。</blockquote></p><p></p><p> “SeaMoney can become the Ant Financial of Southeast Asia,” said Daniel Jacobs, managing partner at emerging markets hedge fund Kora, a Sea shareholder.</p><p><blockquote>“Sea 股东、新兴市场对冲基金 Kora 的执行合伙人丹尼尔-雅各布斯（Daniel Jacobs）说：”SeaMoney 可以成为东南亚的蚂蚁金服。</blockquote></p><p> “After payments, they have the vision and will to grow into adjacent areas, from ‘buy now, pay later’ on the customer side to merchant credit and all sorts of financial services.”</p><p><blockquote>“付款后，他们有远见和意愿向邻近领域发展，从客户端的'先买后付'到商户信贷和各种金融服务。”</blockquote></p><p> But Gojek and Grab, both of which own part of Indonesian payment app OVO, have similar ambitions. And Sea and Grab are set to square off in Singapore, where both won coveted digital bank licences in December.</p><p><blockquote>但 Gojek 和 Grab 都拥有印尼支付应用 OVO 的一部分，它们也有类似的野心。Sea 和 Grab 将在新加坡展开对决，两家银行都于 12 月在新加坡赢得了令人垂涎的数字银行牌照。</blockquote></p><p> Grab is backed by many investors including SoftBank Group and Mitsubishi UFJ Financial Group.</p><p><blockquote>Grab得到了软银集团和三菱UFJ金融集团等众多投资者的支持。</blockquote></p><p> “This is going to be a battle of the titans,” said Patrick Walujo, the co-founder of Indonesian private-equity firm Northstar Group and a Gojek investor.</p><p><blockquote>“印尼私募股权公司 Northstar Group 联合创始人、Gojek 投资者帕特里克-瓦卢霍（Patrick Walujo）说：”这将是一场巨人之战。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-sea-southeast-asia-tech-focus/in-southeast-asian-internet-battle-seas-rise-sends-rivals-scrambling-idUSKBN2BF0I2?il=0\">reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.reuters.com/article/us-sea-southeast-asia-tech-focus/in-southeast-asian-internet-battle-seas-rise-sends-rivals-scrambling-idUSKBN2BF0I2?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180246810","content_text":"SINGAPORE (Reuters) - In front of an open-air Jakarta restaurant, delivery drivers clad in the orange colours of Southeast Asia tech group Sea Ltd wait for orders next to the green-jacketed riders of market leaders Gojek and Grab, in what has become the latest battleground for tech supremacy in Southeast Asia.\nThe humble noodles eatery signed up for Sea’s nascent ShopeeFood service a month ago, but “immediately, there were orders everyday,” said manager M.A Rasyid.\nRiding on the success of a cash-generating gaming business, U.S.-listed Sea has invested heavily in its Shopee e-commerce brand and successfully taken on Alibaba’s Lazada and other rivals in recent years. Its share price has risen five-fold over the past year, giving the company a market capitalisation of $111 billion.\nNow Singapore-based Sea is muscling into food delivery and financial services in Indonesia, the world’s fourth-most-populous country, posing a new threat to regional rivals including ride-hailing and delivery unicorns Grab and GoJek.\nAt stake is a slice of the more than 400 million internet users in Southeast Asia’s digital economy, which is estimated to triple to $309 billion by 2025, according to a study by Google, Temasek and Bain & Company.\nTech giants including Tencent, a major investor in Sea, Alibaba, Google and Softbank Group Corp are big backers of Southeast Asia’s internet champions.\nSources say Sea’s aggressive expansion is one of the key sources driving merger discussions between Gojek and e-commerce platform Tokopedia. The two Indonesian firms aim to create an $18 billion powerhouse to fight off Sea and regional ride-hailing leader Grab.\nMeanwhile, Grab and other players, including travel app Traveloka and Indonesian e-commerce unicorn Bukalapak, are rushing for public listings, hoping to ride the coattails of Sea’s stock rally while defending their turf, according to Reuters interviews with over a dozen people.\n“Sea is like Thanos, massive and powerful, and able to take down half of the world, or in this case half the startups,” Willson Cuaca, co-founder of East Ventures and an early backer of Tokopedia, joked as he compared the group to the powerful villain in the Marvel film series.\n“Like the Avengers, companies need to band together if they want to ensure their survival and to win the war.”\nCASH IS KING\nSea’s stock rally reflects a scarcity of options for investors seeking exposure to the booming Southeast Asia internet sector. It went public in 2017 and has raised some $7 billion in share and debt sales, with early investor Tencent now holding about 20% of the stock.\nThat investor appetite, combined with a need to raise cash to match Sea’s muscle, is forcing rivals to seek public listings as quickly as they can, bankers and executives familiar with the matter say.\nSources say the Gojek-Tokopedia merger, which is likely to be finalised within weeks, will be followed by a listing in Jakarta in the second half of 2021, then a mega IPO in the United States targeted for 2022.\nGrab and Traveloka, for their part, are looking at speeding up the process by merging with special purpose acquisition companies, sources said. Bukalapak is planning the same, after a 2021 Jakarta IPO.\n“The market is pretty welcoming for tech stocks. It’s an opportunity for Grab if they are ready for it,” said Jixun Foo, a managing partner at GGV Capital, which has invested in Grab.\nCOLLISION COURSE\nSea’s success owes much to its online gaming business Garena, whose 2017 title Free Fire became the most downloaded game in the world over the past two years.\nIt’s using the cash from Garena to repeat its success in e-commerce, food delivery and financial services.\nIts Shopee division started off in 2015 as a platform for local sellers and soon gained traction with many merchants regionally. It has now overtaken both Lazada as the top e-commerce player in the region and Tokopedia as the leader in Indonesia, thanks in part to innovations such as adding social features to its service.\nBoth Gojek and Grab, which have pursued on-again, off-again merger talks with each other for years, believe they can ward off Sea’s move into food delivery thanks to well-honed logistics networks and early-mover advantages.\nBut they could be hard-pressed to match Sea’s subsidies: in Vietnam, Sea-owned food delivery service Now quietly dominates the sector, according to a January report by advisory firm Momentum Works.\nIn Indonesia, ShopeeFood is wooing vendors by touting its 80 million-strong user base and promising to subsidise steep discounting.\nThe next showdown will be in financial services.\nSea has bought Indonesian lender Bank BKE and has hired a veteran of China’s peer-to-peer platforms to head its “SeaMoney” banking efforts.\n“SeaMoney can become the Ant Financial of Southeast Asia,” said Daniel Jacobs, managing partner at emerging markets hedge fund Kora, a Sea shareholder.\n“After payments, they have the vision and will to grow into adjacent areas, from ‘buy now, pay later’ on the customer side to merchant credit and all sorts of financial services.”\nBut Gojek and Grab, both of which own part of Indonesian payment app OVO, have similar ambitions. And Sea and Grab are set to square off in Singapore, where both won coveted digital bank licences in December.\nGrab is backed by many investors including SoftBank Group and Mitsubishi UFJ Financial Group.\n“This is going to be a battle of the titans,” said Patrick Walujo, the co-founder of Indonesian private-equity firm Northstar Group and a Gojek investor.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":383,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/353883903"}
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