It was nearly two years since Ali bought Lazada, and Lazada announced that it will set up a technology center in Shenzhen not long ago.

In fact, prior to this announcement, certain posts in Lazada had already been held by Alibaba's core personnel.

In this regard, Inkton has some words to say:

This is what is destined to happen. Although it has been two years since the acquisition, whether Lazada can actually integrate into Ali's ecosystem remains a challenge. The culture of the two is very different. How to create a synergy between them is a protracted battle. Given the current weak synergy, Ali may find it difficult to promote some measures.

Making Peng Lei a CEO is a crucial step. She is one of 18 founders of Alibaba. She has also prepared ant gold suits, a giant unicorn with a valuation of 100 billion U.S. dollars and a threat to the banking industry. Let Peng Lei be responsible for Lazada, showing Ali’s emphasis, determination and urgency on integrating Lazada into the Ali ecosystem.

There is a reason for this urgency. Lazada’s competitor Shopee was still the largest market in 2016 in Taiwan. By 2017, Shopee had grown rapidly in Indonesia and was consistently ranked top in the local rankings. At the same time, Jingdong has also started operations in Indonesia. At the same time, Jingdong has confirmed that it will enter Thailand in April, the headquarters of Lazada.

In addition, Ali needs to prove his ability to internationalize through Lazada. After many attempts in India, Ali has evolved into PayTM Mall, a pay-for-payment platform owned by PayTM. Success or failure cannot be determined. In contrast, after Amazon, which has been far ahead of India, has acquired 100% of Souq.com, the e-commerce platform in the Middle East, it has rapidly transformed the latter. Ali may make the same decision in Southeast Asia.

Peng Lei may make drastic changes in Lazada. These changes will be very beneficial to Lazada's short-term growth and long-term strategy. However, Momentum is uncertain about the extent to which Lazada executives will be reshuffled. Alibaba may not have enough international core personnel to fill these vacancies.

Shopee will face the key node of open market trust. On the first day after Alibaba announced the news, the stock price of Shopee's parent company, SEA, plummeted. However, not only Shopee, but also the entire market, suffered a sharp drop in the stock price. It is difficult to say whether the sharp reduction in confidence of SEA investors was due to Ali. This news. And just as Moteng said before, although Shopee is faced with an increasing loss of market expansion, which is eroding the patience and trust of investors, it has no other choice than a radical expansion strategy.

Tokopedia, the Indonesian C2C e-commerce platform that Ali injected for $1.1 billion last year, may be safe. After all, at its root, Softbank is the largest institutional shareholder of Alibaba and a major shareholder of Tokopedia.

At the same time Softbank (and Didi) also holds a controlling interest in Grab. It is interesting to see how this will affect Grab's layout planning and whether it therefore has the confidence to become the mainstay of financial technology in Southeast Asia. In Moteng's view, at present, compared with what Ant Financial has done, Grab's recently announced full set of financial products and services is not convincing.

Also keep in mind that almost no one knows ants gold clothes better than Peng Lei. It is worth noting that there will be synergy between Lazada and Ant Financial's other investment targets in Southeast Asia. (Mynt in the Philippines, Ascend Money in Thailand, Dana in Indonesia, Touch N Go in Malaysia, etc.)