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    Pete Shudari

    Research Analyst at KBC Group NV

    No verifiable public information exists about Pete Shudari working as an analyst or holding any relevant position at KBC Group NV. There is no LinkedIn profile, analyst performance data, company coverage, or track record under this name associated with KBC Group or in the financial industry. Attempts to locate career history, professional credentials, or notable achievements yielded no results, indicating that either Pete Shudari does not hold such a role or is not a publicly recognized figure in this capacity.

    Pete Shudari's questions to Sea (SE) leadership

    Pete Shudari's questions to Sea (SE) leadership • Q4 2024

    Question

    Pete Shudari from KBC asked about e-commerce logistics, specifically if there are operational targets for sub-1-day delivery and whether faster delivery speeds are increasing order frequency. He also questioned the outlook for Shopee's core marketplace take rate, which reached 8.5%, and any potential seasonality to expect.

    Answer

    Group CFO Hou Tianyu responded that while same-day delivery is growing in certain metro areas, its expansion is managed on a country-by-country basis depending on cost structures. He confirmed that improved delivery speeds do lead to higher order frequency. Regarding the take rate, he sees potential for further growth in both commission and advertising, with ad revenue becoming a larger driver. While some seasonality exists, he expects the overall upward trend in ad take rate to continue.

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