Potential landmarks + incremental business model/ecosystem confirmation points for in the next 12 months + estimated % likelihood of ✅ (in no particular order):
(1) Digital banking license in Singapore 🇸🇬 - expected ☀️ 2020 (70%). 🇸🇬 is the SE Asia financial hub and...
...would launch SeaMoney in the region
(2) Shopee breakeven in Indonesia 🇮🇩 (50%) - the 🔑 market. Would prove business model is viable at scale
(3) Dauntless mobile/global launch (50%) - would be the 2nd in-house title to go into Garena’s core markets.
(4) Free Fire 📈user growth in India and Middle East (80%) - these seem to be core growth markets for 2020 + continued growth here would show strength of franchise
(5) ShopeePay online + offline user growth (60%) - this will come at a cost (sales and marketing). But 🔑 for DFS
(6) more Shopee LatAm launches (75%) - 🇧🇷 is now 6 months old. If 🇲🇽 and others follow, it shows the strategy is working
(7) Booyah! Streaming Platform takes market share (25%) - big competition and 🤔 what management has in store on this. Recent launch in 🇮🇳 following 🇧🇷 suggests that it’s one to watch....
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