Tuesday, June 25, 2024

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 -...

Our thoughts on Qoo10’s acquisition of Wish

As Temu appeared on the SuperBowl for the 2nd year, Wish is being sold to Singapore-based ecommerce platform Qoo10.  The price, according to the press...

Why are AI virtual hosts not yet dominant in live commerce?

In the past few Momentum Works immersion programmes to China, we have visited MCNs and spoken with executives which have embraced virtual hosts, and...

Temu to allow local sellers in US and Europe from March...

Will it challenge Amazon and TikTok Shop more directly?

E56 – The Impulso Podcast – Temu to allow US local...

In the past few weeks, a poster has been circulating in the seller community outlining Temu's local sellers service model, set to debut on...

E55 – The Impulso Podcast – Why is Lazada CEO taking...

Yesterday (24 Jan), it was announced that James Dong, CEO of Lazada, will take over as the Acting CEO of Daraz, the South Asia-ex-India-focused...

Lazada CEO takes over Daraz, what next?

At least one role will be temporary

E54 – The Impulso Podcast – Jasper Knoben on ecommerce in...

In a candid conversation with Jasper Knoben, CEO of Flywheel Southeast Asia, we delved into the dynamic and evolving landscape of e-commerce in the...

E51 – The Impulso Podcast – Lazada layoffs: lessons from history...

"The empire, long divided, must unite; long united, must divide. Thus it has always been."  The opening line from the 14th-century Chinese novel Romance of...

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