Our thoughts on Grab’s acquisition of Foodpanda Taiwan
Taking its core food delivery business beyond Southeast Asia
Alibaba Q3 FY2026 earnings call transcript
Alibaba Group (BABA) announced their Q3 FY2026 earnings yesterday (19 March). This quarter’s performance missed estimates and share price closed 7.16% lower than the...
Why Deliveroo’s exit from Singapore isn’t quite a surprise
Given its small market share, Deliveroo’s exit is unlikely to materially affect consumers or riders but it may have strategic implications for F&B businesses
Sea group shares dropped 16% – what happened to Shopee?
Our thoughts on Sea group’s Q4 2025 earnings
Sea Limited (SE) Q4 2025 earnings call transcript
Sea Group announced their Q4 2025 earnings yesterday (3 March 2026). After the earnings call, Sea Group’s stock price plunged almost 27%, before closing...
Our thoughts on Deliveroo quitting Singapore market
Yesterday, US food delivery market leader DoorDash announced the winding down of Deliveroo and Wolt operations in four countries: Qatar, Singapore, Japan, and Uzbekistan.
DoorDash...
Lazada’s RedMart steps into Singapore’s Quick Commerce competition
Recently, RedMart, a Singapore-based online grocer integrated with ecommerce platform Lazada, launched its own version of quick commerce.Â
Called RedMart Now, the service promises grocery...
[New report] TikTok Shop U.S. GMV grew 68% to reach US$15.1B...
the ecosystem moves into a new phase
