eCommerce Strength in Q4

A few results announcements and reports have been released that anyone here with a holding or interest in holding eCommerce players including: MercadoLibre, Sea, Ali Baba or Shopify or even fintech/payment players or other associated parties should take note of…

Firstly MercadoLibre, Shopee and Etsy (as well as Amazon, Apple and Ali Baba) now both feature in the top 10 active monthly unique visitors for ecommerce sites… and China, US, India, Brazil and Korea lead in terms of app sessions

https://seekingalpha.com/news/3657577-new-e-commerce-report-…

Secondly eCommerce continues to boom as demonstrated by expectations beating results from:

Alibaba with 37% growth (including 100% growth in Lazada in SE Asia)
https://seekingalpha.com/news/3657153-alibabas-core-commerce…

and

Amazon: crossing the $100bn in revenues for a quarter for the first time with 44% sales growth
https://seekingalpha.com/news/3657497-amazon-crosses-100b-re…

Sea and Shopify are getting a massive tow from this with price target upgrades as a result (as well as share price gains)…

…as are the digital payments players which is producing a $2 trillion TAM market benefiting PayPal, Visa, Mastercard, Stripe, Afterpay, Affirm and also Square (as well as potentially players supporting offline retailers and restaurants with online operations and payment support functionalities e.g. Lightspeed)…

https://seekingalpha.com/news/3657005-cowen-weighs-winners-f…

Looking at the bigger picture - eCommerce and digital payments is being supported by massive tailwinds that are continuing around the world irrespective of the pandemic situation.

Ant

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