Index Company
Sea Ltd
9 CÈ pieces since 1 May 2026: 6 intel items, 3 essays. Newest first. All companies →
-
The marketplace became the lender: Sea's Monee books an $11.1B loan portfolio as revenue grows 48%
Sea Limited posted $7.8 billion in second-quarter revenue, up 48.1% year on year. Monee, its financial arm, grew 58.9% to $1.4 billion on an $11.1 billion loan book with non-performing loans steady at 1%.
-
Four marketplaces just became tax collectors: Indonesia withholds 0.5% of every seller's turnover
From August 1, Tokopedia, Shopee, Lazada, and Blibli withhold 0.5% of gross seller turnover as income tax under PMK 37/2025. Sellers below 500 million rupiah a year can claim exemption on declaration.
-
Live commerce reaches US$186 billion by 2030 (and still pays the creator before the platform)
BeLive shut a million-user consumer platform because it cost more to run than it collected. The region’s largest platforms are answering the same arithmetic from the seller’s side.
-
Shopping moves inside the chatbot: Sea and OpenAI put Shopee in ChatGPT across eight markets
Sea and OpenAI expanded their partnership to place Shopee inside ChatGPT for shoppers in Indonesia, Malaysia, the Philippines, Singapore, Thailand, Taiwan, Vietnam, and Brazil, and to bring ChatGPT for Business to Shopee's sellers for listings, service, and operations.
-
Salesforce ships Agentforce Commerce with agents that buy and sell inside ChatGPT
On July 6 Salesforce made its Shopper, Buyer, and Merchant agents generally available, with native integration into ChatGPT and Google's AI Mode and Gemini to follow, moving retail transactions from search results into agent-mediated chat.
-
Meta's Business Agent turns WhatsApp into an always-on salesperson for merchants
The AI agent answers product questions, vets buyers, and closes orders inside WhatsApp, Messenger, and Instagram chats, with a Shopee integration aimed squarely at Southeast Asia's chat-commerce habits.
-
Southeast Asia's marketplaces raise seller fees as growth turns to monetisation
Shopee added a 5 percent technical-support fee across Singapore, Malaysia, Thailand and Vietnam this year, and TikTok Shop lifted Vietnam commissions to 12.5 percent, pushing total effective take rates toward 20 to 25 percent of post-discount sales.
-
From a Singapore HQ on a Monday: what Shopee’s cuts say about knowledge work
Sea cut roughly 8 percent of Shopee’s developers and blamed AI by name. The number that actually moved was the cost of shipping the next thing, and headcount followed it down.
-
Mistral's biggest SEA deployment skips the consumer market entirely.
Singtel and Mistral announced their AI-compute partnership at DC Tuas this week. The deployment targets Singapore's banks, government, healthcare, and telco workloads. The geography is the deal.