I am currently not invested in E-commerce however this may change in the near future. Covid has changed the way we make purchase decisions. Today, I will walk into$Challenger (573.SG)$and look at how a product would interest me. Then I would pop out my phone to look at E-Commerce platforms to see if there was a bargain. Often the case, there will be. With delivery bundled into the product, it is a very good combination indeed. Key thing would for each e-commerce platform to work on maybe customer stickiness to drive market share and consistent revenue returns. I will be paying attention to$Sea (SE.US)$$Alibaba (BABA.US)$$Amazon (AMZN.US)$and not forgetting payment providers which will benefit from E-commerce drive.
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