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Tradewinds

Cube’s strategic market data offering for Southeast Asia e‑commerce

In a region as fast‑moving as Southeast Asia, e‑commerce shifts happen monthly, not annually. Tradewinds provides unparalleled insights for investors, internet platforms, and other corporates.

Market data and insights from Cube are used by world-leading companies. Our technology delivers higher accuracy, granularity, and reliability - all to power better decision-making.

Internet platforms and
e‑commerce enablers

Monthly reference market data for Southeast Asia e-commerce, and Top Shops reports tracking to spot fast-growing online sellers.

Investors

Market data to track platform competition and industry shifts. Quarterly Shopee earnings forecast.

Tradewinds

Market data you can trust and depend on

Cube Tradewinds delivers market tracking inputs grounded in millions of real data points.
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Monthly online sales tracking

See what’s selling online across Southeast Asia

The Tradewinds base module delivers monthly online sales estimates by country, platform (Shopee, Lazada, TikTok Shop, Tokopedia), and category for all physical goods. Ideal for market sizing, trend analysis, and strategic planning.

Top online shops

See who’s winning and growing online

The Tradewinds Top Shops module reports the top 100 sellers on Shopee, Lazada, and TikTok Shop by market, and the top 15 for each product category.

Shopee earnings forecast

Cube’s pre-earnings P&L forecast for Shopee

Cube constructs an independent P&L forecast for Shopee each quarter, backed by rich and proprietary market data from quantitative and qualitative sources. Subscribers include top Sea Ltd. shareholders and traders.

Why Tradewinds?

Unparalleled coverage

Cube is solely focused on Southeast Asia e-commerce. We provide coverage of all major platforms in the region.

Proven accuracy

Our Shopee earnings forecast and monthly sales estimates are regularly tested against actuals, and we’re proud of our accuracy.

Proprietary data

Tradewinds utilized inputs from multiple qualitative and quantitative sources, including regular merchant surveys and interviews.

Frequently asked questions

Tradewinds reports are based on multiple public data sources including web/app scraping, monthly online shopper surveys, anonymized online receipts data, financial reports of public e-commerce companies, and data collection from online sellers.

Current subscribers include global internet platforms, sovereign wealth funds, hedge funds, and e-commerce enablers.

Subscriptions come with access to Cube’s analyst team for ad-hoc questions and support. Subscribers to the Shopee earnings forecast add-on module also receive complimentary analyst briefing calls for each quarterly delivery.

All reports are delivered as Excel Spreadsheets. Shopee earnings forecast deliveries also include a PDF news bulletin.

Yes, all subscriptions include instant delivery of historical reports. E-commerce sales tracker reports are available from January 2022.

Tradewinds reports cover all physical goods. Category sales estimates are available for the following categories: (1) Beauty & Personal Care, (2) Electronics & Appliances, (3) Fashion, Apparel, and Shoes, (4) Food & Beverage, (5) Health & Wellness, (6) Hobbies & Toys, (7) Home & Office, (8) Sports & Travel, and (9) Other physical goods.

We commenced coverage of the Shopee earnings forecast from 2023 4Q, and have received positive feedback from early subscribers on its accuracy. Please contact us for detailed back testing records.

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Tradewinds provides monthly market tracking that you can trust, backed by millions of data points.

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