Sep. 12 at 4:59 AM
$JD + Kawan Lama partnership signals that JD is continuing its strategy in Indonesia (280 mio population) via industrial, supply chain, and B2B/wholesale infrastructure rather than consumer retail.
• For Kawan Lama, partnering with JD gives it more advanced digital tools, stronger procurement and supply chain capabilities, which could help with cost savings, speed, and competitive positioning.
• Regulatory, logistical, and infrastructure challenges could still be substantial (e.g. ports, warehousing, last-mile, connectivity in eastern Indonesia).
• Also, digitalization (ERP, cloud tools) is increasingly necessary for multi-brand, multi-channel retail groups like Kawan Lama to maintain margins and respond to competition.
This is Huge!!!