Singapore Exchange Ltd. · SGX:S68
Singapore Exchange — Frost & Sullivan — Investor Presentation (March 2022)
15 slides from Singapore Exchange's investor presentation, March 2022
Slide 1: E-Commerce as a Lifestyle – A Brief Overview
E-COMMERCE AS A LIFESTYLE – A BRIEF OVERVIEW SANJAY SINGH Senior Vice President & Head of Business & Financial Services and Public Sector & Govt, APAC Frost & Sullivan The Growth Pipeline™ Company Powering clients to a future shaped by growth 1
Slide 2: Key Megatrends and Technologies Driving Industry Transformation Including E-Commerce
REVIEW OF THE KEY MEGATRENDS AND TECHNOLOGIES DRIVING INDUSTRY TRANSFORMATION INCLUDING E-COMMERCE EMERGING MEGATRENDS MEGATREND 1 MEGATREND 2 MEGATREND 3 MEGATREND 4 MEGATREND 5 Hyper- Going Remote Going Global Data Explosion personalization Rise of the Digital Conglomerates EMERGING TECHNOLOGIES E
Slide 3: E-Commerce – A Brief Overview & Key Trends
E-COMMERCE – A BRIEF OVERVIEW & KEY TRENDS What Is E-Commerce? – The sale or purchase of goods or services, conducted over computer networks by methods specifically designed for the purpose of receiving or placing of orders – The goods or services are ordered by those methods, but the payment and th
Slide 4: Typical Ecosystem of the E-Commerce Industry
TYPICAL ECOSYSTEM OF THE E-COMMERCE INDUSTRY Payment Provide Payment services Buyer Electronic Seller Make purchases Transactions Provides goods or services Logistics/ Fulfillment Providers Provides fulfillment and delivery services Source: Frost & Sullivan.com 4
Slide 5: Understanding the E-Commerce Market Structure
UNDERSTANDING THE E-COMMERCE MARKET STRUCTURE E-COMMERCE B2C B2B C2C C2B (Business to Consumer) (Business to Business) (Consumer to Consumer) (Consumer to Business) Source: Frost & Sullivan.com 5
Slide 6: Different Business Models Used in E-Commerce (More Focused on B2C)
DIFFERENT BUSINESS MODELS USED IN E-COMMERCE (MORE FOCUSED ON B2C) Direct seller Online intermediaries/ Subscription-based Marketplaces Online-offline End-to-end e-commerce Solutions providers Source: Frost & Sullivan.com 6
Slide 7: E-Commerce – Global Overview
E-COMMERCE – GLOBAL OVERVIEW • Ecommerce’s share in overall retail sales has increased from around 6% in 2014 to around 16% in 2020. ✓ In countries like South Korea, it accounted for an estimated 26% of retail sales in 2020. • Global e-commerce GMV has grown consistently over the past five years, an
Slide 8: E-Commerce – Southeast Asia (SEA) Overview
E-COMMERCE – SOUTHEAST ASIA (SEA) OVERVIEW • Approximately 40 million new users added in SE Asia in 2020 and an estimated 70% of the SEA population is now online. • Market value has grown from US$3.4 billion in 2014 to approximately US$62.0 billion in 2020. • The E-commerce market is conservatively
Slide 9: E-Commerce – Singapore Overview
E-COMMERCE – SINGAPORE OVERVIEW • Estimated to have grown from US$0.84 billion in 2014 to US$4 billion in 2020. • Its forecasted to reach GMV of approximately US$8.0 billion by 2025 driven by the strong ICT infrastructure, IT savvy population and a strong push for digitalization by the government. S
Slide 10: E-Commerce Deals Fundraising Landscape in Southeast Asia (SEA)
E-COMMERCE DEALS FUNDRAISING LANDSCAPE IN SOUTHEAST ASIA (SEA)* SEA’s E-commerce Deals Count • Singapore and Indonesia lead the E-commerce MY SG ID TH PH VN deal count 390 —Singapore led the number of e-commerce 298 fundraising in SEA, averaging ~114 deals 234 annually in the past three years. 154 1
Slide 11: E-Commerce Deals in Southeast Asia (SEA) by Stages
E-COMMERCE DEALS IN SOUTHEAST ASIA (SEA) BY STAGES SEA’s Combined Deals Count by Stages (ex. Singapore)* • Capital raise is dominated by Early-Stage Funding Seed Early-Stages Mid-Stages Late-Stages Un-named Rounds Others —Early-Stage (Series A and B) and Seed funding 13% 0% 3% 0% 3% 3% 5% 8% 7% 0% 6
Slide 12: Illustrative List of Leading Southeast Asia E-Commerce Companies
ILLUSTRATIVE LIST OF LEADING SOUTHEAST ASIA E-COMMERCE COMPANIES Total funds raised as Total funds raised as Total funds raised as at 2021: US$4.2B at 2021: US$277.7M at 2021: US$2.8B Headquarters: Headquarters: Headquarters: Singapore Singapore Indonesia Investors: Investors: Investors: Alibaba Tot
Slide 13: Key Factors Driving E-Commerce Growth
KEY FACTORS DRIVING E-COMMERCE GROWTH OMNI-CHANNEL SHOPPING Omni-channel • Technology advances and growing demand for seamless services are anticipated to Shopping drive demand for Omni-channel shopping INTERNET • Greater Internet penetration and availability worldwide and in SEA – especially in the
Slide 14: Impact of E-Commerce
IMPACT OF E-COMMERCE SOCIAL EQUALITY ECONOMIC GROWTH • Whilst lower barriers to entry • Prove to have increased consumption have made it easier for smaller levels across countries. Meanwhile, it also companies / communities, etc to enables consumption in rural and less gain new economic developed re
Slide 15: Thank You!
THANK YOU! SANJAY SINGH SENIO R VIC E P RESID ENT & H EAD O F BUSINESS & FINANC IAL SERVIC ES AND P U B L I C S E C T O R & G O V T. EMA IL: S A N J AY. S I N G H @ F R O S T. C O M The Growth Pipeline™ Company Powering clients to a future shaped by growth 15
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