$SE
BULLISH2026-01-18Price around the call
↑ 2026-01-18
By horizon✗ miss-6.5%
1d
✗ -1.2%
5d
✓ +2.2%
21d
✗ -6.5%
Original post
Fred Liu · 2026-01-18
#Southeast Asia Logistics Where there used to be dozens of players, now there's just two that matter - Shopee Express, and J&T (>60% combined market share). In a high fixed cost business, Scale > Order Density (across both Geography x Time) > Lowest Cost per Parcel = Competitive Moat. Parcel delivery cost has declined -45% over 4 years. h/t @momentumasia. $SE $1519.HK
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