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Does Shopee have a moat?
Sea Group’s share price swung violently after 2024 Q4 and FY results were released yesterday - going up 13.6%, before nosediving 14.3% into the...
EP64 – The Impulso Podcast – Does Shopee have a moat?
Last night (4 March), Sea group published their 2023 Q4 and FY results, announcing its first profitable year. The market had mixed feelings -...
Temu has entered Southeast Asia, challenging Shopee, Lazada & TikTok Shop
Starting from the Philippines
Will TikTok Shop overtake Shopee?
Over the last year, TikTok Shop has shown incredible growth, especially in Southeast Asia. TikTok Shop expanded from Indonesia to all 6 major Southeast...
How is TikTok Shop different from Shopee and Lazada?
A few days ago, we launched a poll on your burning questions about TikTok Shop. Many of you have asked the question “How is...
What does Temu’s rise mean for Amazon, SHEIN, Shopee and TikTok Shop?
After launching in the US in Sept 2022, Temu has been aggressive in its global ambition - it has launched into 17 countries, and...
What exactly are TikTok, Shopee, Lazada all trying to copy from Temu?
Temu, Pinduoduo’s cross border affiliate, has taken the global ecommerce market by a storm. In April, its 8th month since launching in the US...
[New report] Apples to Apples: Benchmarking Shopee, Grab, GoTo and other major tech platforms
As platform companies - the likes of Grab, GoTo, Sea Group, DeliveryHero, Uber, DoorDash, and Meituan - became new additions to the public equity...
[Upcoming Event] Apples to Apples: Benchmarking Shopee, Grab, GoTo, and other major tech platforms
Many major tech companies - including Shopee, Grab, GoTo, Meituan, Uber, Doordash and DeliveryHero - are now publicly listed. However, it does not make...
Shopee shuts down Poland, effectively ending pandemic-era expansion
Shopee has exited all new markets it had entered during the pandemics