Grab Q1 2026 earnings call transcript

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Grab Holdings announced its Q1 2026 earnings this morning (4 May 2026 ET). After the earnings call, its pre-market share price rose slightly, by...

Why have ecommerce prices in SEA not reached the true floor?

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And what is Temu/Pinduoduo's strategy to get a foothold?

“Real AI believers are quietly making money” – founder of Alibaba’s...

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At a recent business conference, Chen Hang (陈航), founder and CEO of Alibaba’s productivity suite DingTalk, gave a keynote which sounded more like a...

China’s largest convenience store chain expands to Southeast Asia

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40,000 stores in China - first outlets in Malaysia & Vietnam

How will AI disrupt ecommerce in Southeast Asia

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We had a chat with a major client and industry expert and here's what we found.

[New report] Southeast Asia’s platform ecommerce reaches US$157.6B in 2025

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Get our Ecommerce in Southeast Asia 2026 report to find out more

Pop Mart after Labubu – what Southeast Asia ecommerce can learn

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Will consumers continue to seek emotional value from affordable, trendy toys?

Chinese regulators calling an end to the food delivery war again....

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Fundamental reasons for the war

PDD (Temu parent) Q4 2025 earnings call transcript

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Temu’s parent company, PDD Holdings announced their Q4 2025 earnings yesterday. After the earnings call, PDD’s share price rose by 4.6% compared to the...

Indonesia is sending a stronger signal on Chinese ecommerce

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Should we take it seriously?

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