Chinese regulators calling an end to the food delivery war again....
Fundamental reasons for the war
PDD (Temu parent) Q4 2025 earnings call transcript
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...
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...
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...
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.
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
