Thread by @EMparadigmshift

A thread🧵 on telehealth in SE Asia + opportunity for $SE (and others) in the next decade🧐 ➡️

1️⃣ Indonesia 🇮🇩 is the 4th most populous country in the 🌎 + is expected to grow by 40% by 2050, ⛽️ demand for healthcare. Other SEA countries possess similar demographics

2️⃣🇮🇩 has 12 hospital 🛏 + 4 doctors 🥼 per 10,000 👥 (lower than other SE Asia countries)

3️⃣ Halodoc, Alodokter + GrabHealth – main players in 🇮🇩 + have seen usage sky 🚀 during the pandemic. Numerous other start-up platforms in other SEA countries ➡️ fragmented

Where does $SE fit in🧩

4️⃣ In August, Forrest Li said he was keeping an 👁 on new 🎯 including food services, e-learning + telehealth

5️⃣ SeaMoney is the core strategic focus now but any hints of move into telehealth?

6️⃣ ShopeeMall's health + beauty category inc. pharmacies 💊 + sales of health products have 📈

7️⃣ Shopee 🇲🇾 partnered with DoctorOnCall, the first + largest digihealth platform, to facilitate purchase of 🦠 test kits

8️⃣ ShopeeLive hosted health awareness + educ: “by leveraging our technology + marketing tools such as ShopeeLive, DoctorOnCall is able to bring curated content to viewers at home” $SE

What next?

9️⃣ If $SE does push into telehealth it is likely to mirror the $JD (JD Health) and $BABA (AliHealth) biz models which focus on using the e-com platform for 💊 products, medical supplies, vitamins etc. This is low-hanging 🍇 + already in play on Shopee🛍

🔟Given where SEA countries are relative to 🇨🇳 in telehealth, mirroring Tencent's WeDoctor, which is essentially an internet-based 🏥 , with AI diagnosis, is v unlikely for many years

➡️ However, it would not surprise me to see $SE partner with, or acquire stakes in, emerging telehealth cos + fuse with ShopeeLive + ShopeePay platforms 🔚