Competitive LandscapeKey risks include competition from new firms, potential slowdown in online shopping, and brands developing their own omni-channel strategies.
Earnings ForecastTrim earnings forecast by 60%-97% in FY24-25E to reflect slower BEC recovery and BBM & livestreaming ecommerce investment.
Financial PerformanceBEC revenue is estimated to be down year over year, reflecting mixed performance within the company's segments.