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E99 – The Impulso Podcast – Shopee’s US$4.6 billion lending business
Building on our discussion of Sea Groups Q3 earnings, this week we unpack Sea Group’s US$4.6B loan book, which has grown 30% QoQ while...
E98 – The Impulso Podcast – Shopee’s in-house logistics: 4 billion parcels a year?
Sea Group announced expectation-beating earnings in Q3, sending stock prices up by 10%. A key highlight? SPX Express.
Has Shopee’s in-house logistics arm finally caught...
Shopee & Grab both had a solid quarter – can they grow further?
Shopee parent Sea Group and Grab, Southeast Asia’ two largest listed tech platforms, both reported expectation-beating earnings yesterday (12 Nov 2024, Asia time).
The capital...
Shopee’s highly-localised 11.11 videos
This article originally appeared in the Chinese blog of Momentum Works on Wechat platform, translated into English by the MW team.
While this year’s double...
Shopee shines in Q2, where have its rivals gone?
Yesterday, Shopee’s parent Sea Group released its Q2 2024 results. The capital markets responded very positively, sending the share price up nearly 12%.
No doubt...
E80 – The Impulso Podcast – Temu enters Brazil, joining Shopee, SHEIN and Aliexpress
Last week, Temu joined its competitors - Shopee, Aliexpress, and SHEIN - in Brazil, marking its presence in 70 countries. This expansion comes despite...
E78 – The Impulso Podcast – E78: Is TikTok Shop giving up overtaking Shopee?
Last week, both Sea Group and Grab released their Q1 2024 results, and the market responded positively - is tech in Southeast Asia recovering?
Grab...
A good quarter, is Shopee out of the woods yet?
Yesterday (14 May) evening Asia time, Shopee’s parent SEA Group released its Q1 2024 results. It is a good set of results: digital entertainment...
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 -...
