Tuesday, June 18, 2024

EP62 – The Impulso Podcast – What is the “right price”...

Grab recently published their 2023 Q4 and FY results, and during its earnings call, COO Alex Hungate confirmed that Grab is not pursuing acquiring...

Grab is buying back shares, but not Foodpanda?

Last Thursday (22 Feb), Grab released its 2023 Q4 and FY earnings, recording its first quarterly profit of US$11 million – benefiting from an...

Our thoughts on Grab’s 2023 Q4 and Full Year results

On Thursday (22 Feb), Grab released financial results for the fourth quarter and the full year of 2023,  recording a first quarterly profit -...

E59 – The Impulso Podcast – Will DoorDash enter Southeast Asia,...

Last Wednesday (31 Jan), we held our online briefing “In focus: Food delivery platforms in Southeast Asia 2024” where we covered global developments, key...

E58 – The Impulso Podcast – Why Meituan CEO takes over...

Meituan has had a very challenging 2023, with its falling share price and intense competition from both Douyin and Pinduoduo. Last Friday (2 Feb), Meituan...

E57 – The Impulso Podcast – In focus: Food delivery in...

Momentum Works recently launched our 4th annual Food delivery platforms in Southeast Asia report and following the launch we also held an online sharing...

[Press Release] Southeast Asia’s food delivery spend reached US$17.1B with Vietnam...

Southeast Asia’s total food delivery spend on platforms grew a modest 5.0% YoY to reach US$17.1B in 2023, mirroring the growth rate observed...

Should Meituan acquire Foodpanda? 

Last week, Bloomberg reported that Meituan is in talks to acquire Foodpanda from Germany-based DeliveryHero.  This news came after German media reports that DeliveryHero and...

Our thoughts on “Grab buying Foodpanda in Southeast Asia”

On Wednesday, German publication WirtschaftsWoche (lit. “Business Week”) reported that Delivery Hero was in talks to sell its Southeast Asia business, including Singapore, Malaysia,...

[New report] Apples to Apples 3.0: Benchmarking major tech platforms –...

Since the launch of our first Apples to Apples report, the majority of the companies we analysed have reported a positive net income (i.e achieved profitability)....

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