Pinduoduo and Temu founder: my life lessons and reflections (Part 2...
This article on Colin Huang’s reflections on Pinduoduo as well as his early life lessons was originally published in Chinese. Some of the insights...
Pinduoduo and Temu founder: my life lessons and reflections (Part 1...
This article on Colin Huang’s reflections on Pinduoduo as well as his early life lessons was originally published in Chinese. Some of the insights...
Will AI replace e-commerce photographers?
Last week, I spoke with the creative director from one of the largest international cosmetic brands. Her job is to provide design briefs for...
Our thoughts: GoTo’s 2022 Q4 and FY results
On Monday (20 March), Indonesia’s GoTo released their 2022 Q4 and unaudited Full Year results. Interestingly (and probably not entirely unexpectedly), most investor friends...
Wardah & Huaxizi: Benchmarking cosmetic brands in Southeast Asia and China
There has always been a lot of interest in the beauty sector across the world.
In Southeast Asia, beauty product is one of the key...
Grab and SEA repay their debts, confident with their cash positions...
Last week, during its earnings release, Grab announced that it had bought back $600 million of debt - part of its US$2 billion term...
Our thoughts on Sea Group’s 2022 Q4 and FY results
Last night Asia time (7 March), Sea Group released their 2022 Q4 and Full Year results. Prior to the release, it seems the analyst...
Our thoughts on Grab’s 2022 Q4 and FY earnings
Last week, Grab announced their 2022 Q4 and FY earnings. Overall the numbers are positive - especially on the path to profitability which has...
[New report] Apples to Apples: Benchmarking Shopee, Grab, GoTo and other...
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...
Many major tech companies - including Shopee, Grab, GoTo, Meituan, Uber, Doordash and DeliveryHero - are now publicly listed. However, it does not make...
