Vantage Point: Indonesia’s used-car startups face a bumpy rideThis edition also features an analysis of Sea Ltd.’s and Grab’s Q1 earnings.

This weekly newsletter chronicles top digital themes and trends playing out in SE Asia, especially Indonesia. We will decode policy and regulatory changes affecting digital economy sectors, crunch earnings data of top players, track developments related to gig economy workers and attempt to piece together ecosystem buildouts in some of the fastest-growing, venture-backed plays. You can access the previous editions of the Vantage Point weekly posts here.

Executive Summary

  • Indonesia’s used-car market is not a joyride
  • Sea Ltd: Sailing smoothly through rough waters
  • Grab – More profitable deliveries and great mobility

Indonesia’s used-car market is not a joyride

On the face of it, Indonesia’s fragmented used-car market looks like a huge opportunity for new entrants with a strong online technology-driven marketplace, but it may not be as good as it looks.

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