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RARE COVERAGE Over 10 Emerging markets

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TMT:IQ

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Data Report

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#Media Streaming

Netflix’s Brazilian users VS US users

Netflix’s customer retention in Brazil over the past 36 months showed that users in Brazil are extremely loyal. Over 60% of Brazilian users still subscribe to the service 2 years after joining. For US users, the long-term retention rate is lower than that of the Brazilian ones.

#Ecommerce

Target and Best Buy are Transforming Online

The uptrend of sales for both companies from 2018 to 2019 is obvious amid the downturn for most traditional retailers. Online sales of Target and Best Buy have both seen peaks during the holiday season throughout the past two years. The average monthly online sales of Best Buy during holiday has risen dramatically by almost 50% this year.

#GAMES

Chinese Players’ red envelope money goes to Honor of Kings

Tencent’s top grossing game Honor of Kings launched its biggest update with a new feature “Honor Badge” right before the Chinese New Year. It helped the game's revenues peak again in China. In-app-purchase sales in the first week of the holiday month grew by around 150%.

#Apps

MOMO beats estimates amid authority pressure

From April to July, MOMO's successful dating app Tantan(China’s Tinder) was removed from app stores in China. The app’s revenue was close to zero for over two months. However, on the first week it went live again, the number of paying users of Tantan soon went up by 50% compared to where it was 2 months ago.

Data Insights

#E-COMMERCE#GAMES#RIDE SHARING#DATING#ENTERTAINMENT
 
#Food-Delivery

Jun 29, 2020

The Roller Coaster of Food-Delivery Companies in Asia (I)
Even before the pandemic, the food-delivery industry in Asia was growing insanely fast with big players trying to take over new markets every month. After the outbreak, these companies finally prove that food-delivery is a necessity in life. However, the food delivery war is still going on, and moving even faster than it was. Based on Measurable AI’s e-receipts data panel across the emerging markets, we have seen some new changes in market share, and user behaviour among some biggest players in food delivery in Asia. 1) Foodpanda is gaining momentum in Asia Pacific with a solid Q1 Though each company has its own focus market, Foodpanda (FWB: DHER) manages to keep its part in all three major markets in Asia Pacific. In Hong Kong, the market share of Foodpanda had a significant increase, growing from 37% to 63% YOY. In Singapore, it remains to be very similar to what Grab owns, but still saw a 11% growth YOY. In Taiwan, the score is now 1:1, Foodpanda and Ubereats are very close in terms of monthly order volume, but the former still manages to keep a 18% growth in market portion YOY. The growth rate of order volume for FoodPanda surged in Q1, 2020 when the outbreak was most serious in Hong Kong, and peaked to around 28.4% in February, and 48.6% in March. Compared to its biggest competitor Deliveroo, Foodpanda sustained its momentum after the easing of the lockdown. In the most recent months, both Deliveroo and Ubereats are showing sluggish downtrend after the peak month; Interestingly, Foodpanda was the only one who didn’t fall back to where they were before the pandemic. 2) Deliveroo in delimma: Different Story in Each market After over 4 years of efforts, Hong Kong is now one of Deliveroo’s biggest markets in Asia Pacific. It started with a leading 57% of the market share in May 2019. After that, Hong Kong suffered continuous protests and unexpected clashes when streets and malls would have to be closed sometimes. According to our previous report on Hong Kong Television Network (HKEX: 1137), Hong Kong’s very own e-commerce website, people in Hong Kong still preferred the old-fashioned way of shopping in brick and mortar stores despite the turmoil. The situation for food delivery was almost similar, the order volume of the three food delivery companies didn’t see any significant increase until the Covid-19 happened.  However, when people are locked at homes, preferences are shown. Deliveroo and Foodpanda used to share almost similar order volume over the past 9 months, but Foodpanda quickly took off in February. In March 2020, both experienced a surge in growth rate, but Deliveroo soon lost the uptrend and started to drop in April, followed by courier’s strike for new pay policy and users’ boycott.  In the same month, Deliveroo announced its exit in Taiwan market. It started with around 5% of market share in May 2019, but have been suffering from dropping until its exit. In Singapore, currently Deliveroo remains small, but with a steady growth trend. In most recent month, the growth rate is over 50%, although still after Foodpanda. 3) Order Comes with the LockDown Food delivery orders increase when the pandemic situation is worsening. Take Singapore as an example, different from what we have seen from the Hong Kong and Taiwan’s order volume chart, it had some volume growth in March, but the peak only happened in April and May, when Singapore’s situation got worse and literally started its lockdown. When the new lifestyle of the social distancing situation remains as it is, alternative ways of getting food in safer ways also emerged, for example, demands for online groceries shopping or prepared meal kits are also growing. Some companies are already doing that, by offering more types of merchandise to deliver other than just orders from restaurants. The food delivery war in different markets will still be going on with various situations to deal with. Measurable AI will keep publishing the researches on this particular industry. Stay tuned! Talk to us for for more interesting datasets on food-delivery industry. ABOUT US Charlie Sheng is a serial female entrepreneur, and a dedicated communicator for technology. Charlie writes stories in trends in the tech industry, with Measurable AI’ real-time transactional data panel. You can reach her at [email protected] Measurable AI provides actionable consumer insights based on billions of alternative data for emerging markets. *The Content is for informational purposes only, you should not construe any such information or other material as investment advice

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#Others

May 14, 2020

China’s Travel Giant Ctrip Continues to Suffer
COVID-19 brought China’s travel giant Ctrip or Trip.com ($TCOM) to a halt in January with drastic drop in airline and hotel bookings. It’s been over three months now, has the company recovered yet? An easing policy was announced ahead of the five-day Labour Day holiday in May, meaning to encourage a first travel boom of 2020. On social media, people seem to be finally moving. Based on Measurable AI‘s data panel of aggregated email receipts for hotel bookings on Ctrip, the cancellation rate went back to normal as it was before the pandemic, after two months of cancellation surge. However, the actual number of hotel bookings is still quite small. For air ticket bookings, the situation is still lousy. While outbound travel is an absolute no, inbound travel still remains a halt. In February, the number of air ticket bookings dropped by around 60%. After two months in April, the number kept falling by over 70%. Despite the fact that Beijing gradually eases curbs to restart local economies, tourists are pretty much still stuck at home. Outbound airline routes are slowly recovering in China starting May, but its effect on the whole situation is still unknown. About Us Measurable AIprovides actionable consumer insights based on billions of alternative data for emerging markets. By scanning and identifying billions actual online spender’s email receipts, Measurable AI transforms them into valuable consumer insights, which updates daily right after the purchases happen. Charlie Sheng is a serial female entrepreneur, and a dedicated communicator for technology. Charlie specialises in trends and insights for the tech industry, with MAI Insights’ real-time online consumer data panel. You can reach her [email protected] *The Content is for informational purposes only, you shouldnotconstrue any such information or other material asinvestment advice

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#E-Commerce

Apr 24, 2020

Hong Kong is finally transforming online to avoid Covid-19
Last month, Hong Kong Television Network (HKEX: 1137), the city’s very own e-commerce platform sets records in monthly turnover. The name although sounds strange to others is actually a rising business in Hong Kong. The company’s original plan was to start a television network but failed to get a legitimate license under Hong Kong’s complicated political environment. In 2018, the company decided to focus on being an online shopping platform, and now it’s become one of the biggest in Hong Kong. According to Measurable AI’s datasets for online shoppers’ e-receipts, the company is breaking record every month since January, when the pandemic just started. In February, its monthly sales was up by over 40%, and then went up again by 10% in March. Since June 2019, people in Hong Kong have been living with continuous protests and police responses. Streets and malls would be closed sometimes for unexpected clashes. Specific retail store chains got attacked from time to time as a target for their Pro-Beijing stance. None of these ever stopped people in Hong Kong from going out to shop and buy stuff for themselves until recently. Covid-19 has literally changed people’s digital habits in this city where people are so used to live on top of mega shopping malls and restaurants all over the places. According to Measurable AI’s datasets, the number of orders per month also shows clearly how people are transforming online. In February, the number of orders surged instantly. Another reason behind the boom is the company’s swift actions during the crisis. CEO Wong purchased a mask manufacturing machine at his own expense to cope with the mask shortage in the city. The company has also opened more O2O stores very quickly during recent months for people to pick up and shop near their neighborhood. With the boycott of Pro-Beijing companies or services from China like JD or Taobao going on in Hong Kong, HKTV Mall has successfully won first place in Hong Kong within only 2 years of time. When digital habits as mobile payments and online-shopping first spread like wildfire in China, cities like Hong Kong or Singapore seemed a bit slow. And people blamed their sophisticated city lifestyle for it. However, this time the change in people’s digital habits happened quickly and rapidly. The question is how long will it last? About Us Measurable AIprovides actionable consumer insights based on billions of alternative data for emerging markets. By scanning and identifying billions actual online spender’s email receipts, Measurable AI transforms them into valuable consumer insights, which updates daily right after the purchases happen. Charlie Sheng is a serial female entrepreneur, and a dedicated communicator for technology. Charlie specialises in trends and insights for the tech industry, with MAI Insights’ real-time online consumer data panel. You can reach her [email protected] *The Content is for informational purposes only, you shouldnotconstrue any such information or other material asinvestment advice

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