[New report] Ecommerce in Southeast Asia achieved ~US$ 100 billion GMV...
Southeast Asia’s ecommerce sector endured strong headwinds in 2022. Despite all these, growth and competition continue, with the total GMV of Southeast Asia’s 9...
Our thoughts on Grab’s 2023 Q1 results
Two days after Sea Group, another Southeast Asia’s major tech platform, Grab, has just released its own Q1 2023 results on 18 May. Overall...
On Stranger tides: Southeast Asia tech investment 2023 full transcript
Introduction
This is the transcript of the Momentum Works - Cento Ventures event: On stranger tides: Southeast Asia tech investment 2023 held on Friday, 12...
Our thoughts on DeliveryHero’s Q1 2022 results
Delivery Hero, a holding company of food delivery operators in multiple regions, released its Q1 2023 results last week. Share prices popped as a...
Our thoughts on Didi’s 1st annual report after delisting
On 29 April, Didi, China’s top ride hailing platform, released its first annual report after delisting from the US capital market. The company, which...
We went to Shanghai auto show, and saw a red ocean...
The competition will spill over outside China.
Last week, my colleague and I visited the Shanghai Auto Show, at the vast National Exhibition and Convention...
Beyond the Numbers: Interpreting User Metrics from Platform Companies
Beyond the Numbers: Interpreting User Metrics from Platform Companies
For many platform companies, the trend of user numbers is closely watched by investors, as it...
[New report] Apples to Apples 2.0: Benchmarking major tech platforms –...
In February this year Momentum Academy launched our first Apples to Apples: benchmarking major tech platforms report where we broke down the myriad of...
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...
