J.P. 摩根-亚太地区科技媒体电信行业-在线平台看到了规模和范围的实质性好处：东盟TMT和金融科技论坛的收获-2021.8.31-29页

153

J.P. 摩根-亚太地区科技媒体电信行业-在线平台看到了规模和范围的实质性好处：东盟TMT和金融科技论坛的收获-2021.8.31-29页

# 金融科技 # 科技 # 电信大小：0.59M | 页数：29 | 上架时间：2021-09-09 | 语言：英文

J.P. 摩根-亚太地区科技媒体电信行业-在线平台看到了规模和范围的实质性好处：东盟TMT和金融科技论坛的收获-2021.8.31-29页.pdf

免费阅读10页，购买之后可查看、下载29页完整报告

J.P. 摩根-亚太地区科技媒体电信行业-在线平台看到了规模和范围的实质性好处：东盟TMT和金融科技论坛的收获-2021.8.31-29页.pdf

试看10页

类型: 行研

上传者: ghq.sjz

撰写机构: J.P. 摩根

出版日期: 2021-08-31

摘要：

We hosted >20 public and private companies in the JPM ASEAN TMT & Fintech Forum. Our key takeaway is that online platforms are seeing material benefits of scale and scope, and increasing TAM as the broader economy pursues online opportunities. This is seen in attractive terms for online loans, reduction in cost of funds for ewallets, continuing pressure on unit-pricing of last-mile deliveries, and new categories for ecommerce. TMT stocks exposed to these positive developments: SE (OW), GLO (N), TEL (OW), ST (OW), and AXIATA (N).

展开>> 收起<<

请登录，再发表你的看法

ghq.sjz

关注