Unique Research · Insight / Quarterly · October 21, 2022 · Full rewrite — not a stub
Window Jul 1–Sep 30’22 (UTen live estimates; ID/UK/TH/VN/MY). TTS covers 7 markets; 5% take rate; invite-only. Aug: SEA cross-border shipping subsidies (TH/MY/VN/PH/SG); Sep 15: cross-border deposit policy.
Q3 live GMV: Indonesia $365M (¥2.57B, +65.6% QoQ) / 75.8M orders / 9.03M streams / 18.99B views; UK $38.8M; Thailand $236M; Vietnam $263M (passed TH) / field GMV $73.25 #1; MY Sep $21.2M. Sep daily peaks: VN 2.08M orders (Sep 13), ID 1.59M (Sep 9). Category leaders: personal care & beauty + women’s apparel across markets (~20%+ beauty). Top SKUs: iPhone 11 64GB (ID), SKINTIFIC gel, iPhone 13 128GB (TH). Charts in CN images — attach on ingest.
— END —