M Asia Pacific Insight September 24, 2024 08:00 PM GMT Jiangsu Changjiang Electronics Tech Slow recovery with share loss; downgrade to UW | --- | --- | --- | --- | --- | --- | --- | |-----------------------|--------------------|-------|-------------------------------------------------|-------|------------------------------------|-----------------------------| | Rating \nPrice Target | What's Changed \n | | Jiangsu Changjiang Electronics Tech (600584.SS) | | From \nEqual-weight \nRmb28.00 | To \nUnderweight ...

M Update Wondershare Technology Group | Asia Pacific September 24, 2024 03:21 PM GMT CH) Doubao Video AI Model Makes Competitor Stronger On September 24, Volcano Engine (Bytedance's cloud platform) released new products under the Doubao Foundation Model, including Doubao Video Generation Model, Doubao Music Model and Doubao Simultaneous Interpretation Model. The Doubao Video Generation Model can follow complicated prompts, fulfilling multi- shots action instructions with multi-subjects interaction in time s ...

M Update Semiconductors | North America September 23, 2024 04:01 AM GMT Weekly: Micron Preview shows mixed signals MU stock could rebound on earnings given a low bar near term, particularly if enthusiasm returns to AI beneficiaries; but we remain below consensus on CY25 and don't see the stock as value at these levels, remain Equal-weight. The stock could tactically rebound, but high valuation and CY25 concerns keep us sidelined. Expectations are way down, and tactically, we think that if they can guide abo ...

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S Shopee 2024 彩妆品类洞察 2024/8 1 官录 CONTENTS ● 品类概况 ● 细分类目解析 ● 各站点热销品偏好&价格段解析 ● 头部品牌卖家解析 ● 附录 ូം 各站点热搜词&细分品类概况 O 各站点彩妆销售规则 2 品类概况 Private & Confidential 3 the station of the sub S 东南亚市场彩妆规模不断攀升，越南泰国引领市场增长 主要市场彩妆规模 Unit: million USD 3.360 新加坡 2,969 主要市场2024彩妆线上占比预测 线上彩妆占比 26% 25% 20% 马来西亚 2,601 18% 菲律宾 16% 2.239 越南 1.892 36 EB 1.631 菲律宾 马来西亚 越南 新加坡 2021 2022 2023 2024(E) 2025(E) 2026(E) 1,802 2020 东南亚彩妆市场规模保持高速增长,预计在2026年达到33.6亿美元. 线上平均占比达20%以上。 以越南,泰国为代表的东南亚市场彩妆规模大,且增长迅猛,是跨境彩妆重点市场 · 线上成为彩妆购买的重要渠道,新加坡和泰国尤为显著 • ...

M Update Container Shipping | Asia Pacific September 22, 2024 04:30 PM GMT Data NOW: SITC vs. 4.4k TEU Containership TC Rates SITC's competitors charter in capacity to provide services. Thus, we believe SITC's share price performance is positively correlated with vessel timecharter rates. Key Takeaways 4.4k TEU containership timecharter rate rose 2% WoW to US$51k/day. Click here for access Exhibit 1: SITC share performance vs. 4,400 TEUs timecharter rate SITC share performance vs. 4,400 TEU timecharter rate ...

S Shopee 乐器品类市场分析及LFF选品建议 Private & Confidential [s] 01 市场趋势和选择 2 s 乐器市场YoY增速30%+，超大盘增长 PH TH VN MY SG BR 07/23 08/23 09/23 10/23 11/23 12/23 01/24 02/24 03/24 04/24 05/24 06/24 07/24 全站YoY增速30% 巴西 YoY 78%+ 越南YoY 46%+ 新加坡 YoY 40%+ 站点PHBR MYSGTHVN 乐器客单价$(含零配件)25~3015~2020~2525~3010~1530~35 Private & Confidential s 平台整体销售额中配件、吉他、键盘贡献比例大，本地仓发能带动大件乐器销售 平均客单价对比 日均销售额贡献 _ 跨境学家 本地学家 本地学家 Music 11 12 乐器配件 Accessories String 弦乐器，吉他等 36 10 Instruments Kevboards & 57 13 Pianos Percussion 打击乐器,鼓等 25 14 Instruments Wind ...

S Shopee 哥伦比亚 市场概览 2024.06 Shopee migration ♧ 坐标 : 哥伦比亚 1 基础信息 2 电商市场规模及相关设施 3 人口特征及消费习惯 4 消费品类 哥伦比亚 基础信息 哥伦比亚 地理：哥伦比亚位于南美洲西北部，是拉丁美洲第三大国 ！家，北部是加勒比海，东部与委内瑞拉接壤，东南方是以 ：西，南方是秘鲁和厄瓜多尔，西部是巴拿马和太平洋。 气候：赤道横贯哥伦比亚南部，平原南部和西岸沿海为热 带雨林气候，向北过渡为热带草原气候和干燥草原气候。 | 首都：波哥大 官方语言：西班牙语 人口: 约5,187万人口，同比增长0.7%。 宗教: 81%信奉天主教 年龄结构：15-64岁人口占比70%。 国民经济： 2022年 GDP 3,436.2亿美元，排名世界第 44，是拉丁美洲第四大经济体；人均GDP6,624.2美元 位于全球第107名。 对外贸易：中国是哥伦比亚的第二大贸易伙伴和第一 大进口来源地。2023年两国双边贸易额为187.9亿美元， 同比下降16.5%，其中中方出口124.7亿美元，同比下 終20%。 哥伦比亚GDP自2021年开始回弹 5000 亿美元 4000 ...

| --- | --- | --- | --- | --- | --- | --- | |-------|-------|-------|--------|--------------------------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | opee # | | | | | | | | | | | | | | | 该市\| | | | | | | | | | | | | | | | | | | | | | | | | | 频 " " " | | | | | | | | | | | | | | | | 第33届夏季奥林匹克运动会 | | | | | | | | _The 33rd Summer Olympic Games 7.26 - 8.11 | | | | | | | | | | | 目录 1 巴黎奥运赛事日程和重要营销节点 2 巴黎奥运IP周边推荐商品 3 奥运赛事相关类目选品推荐 4 奥运相关商品-站点风险提示 Private & Confidential 2 | --- | --- ...

Industry Overview - The penetration rate of laptops and desktops in Southeast Asia is expected to continue rising over the next five years, with online sales of laptops projected to reach 56% by 2029 [2][3] - The demand for computer accessories is also growing in tandem with the increasing adoption of laptops and desktops [2] Product Recommendations - Key product categories for computer accessories include office scenarios, gaming scenarios, and DIY computer components [5] - Recommended products for office scenarios include iPad Bluetooth keyboards, office mice, and Mini PCs [5] - Gaming scenario recommendations include mechanical keyboards, gaming mice, and displays [5] - DIY computer component recommendations include SSDs, RAM, and blower-style coolers [5] Advertising and Marketing Strategies - Keyboard and mouse advertisements have a high return on investment, with a 32X ad-to-sales ratio in 2023 [8] - Sellers are advised to increase advertising budgets for core products and set higher commission rates for affiliate marketing (AMS) to achieve a 25% ROI [9] - CPAS (Shopee x Facebook ads) have shown strong performance, with a 25% share of total GMV and a 56X ROI for touchpad and drawing tablet categories [11][12] Localized Fulfillment Recommendations - Keyboards weighing between 800g to 1,500g are recommended for localized fulfillment in Vietnam, Thailand, Philippines, and Malaysia [15] - Laptops are recommended for localized fulfillment in Malaysia, Thailand, Singapore, and the Philippines, with a focus on lightweight, high-performance models [18][19] - Displays are recommended for localized fulfillment in Thailand, Vietnam, Malaysia, Philippines, and Singapore, with a focus on high-resolution, eye-care, and high-refresh-rate models [20] Market Trends and Hot Products - In Malaysia, gaming laptops and portable office laptops dominate the market, with prices ranging from $134.2 to $725.6 [26] - In Vietnam, MacBooks are leading the market, with sales showing an upward trend [53] - In Thailand, gaming keyboards and mice are popular, with a focus on cost-effectiveness [67] - In the Philippines, minimalist and stylish keyboards and mice are gaining popularity, with mechanical keyboards remaining a key segment [77] Data Storage and Networking Components - Data storage products with larger capacities and smaller sizes are preferred in Vietnam [127] - Networking components such as routers, optical modems, and data cables are performing well in Vietnam [222] - In Brazil, cost-effective memory sticks, graphics cards, and cooling fans are popular in the computer components category [195]