Full transcript of Meituan annual shareholder meeting
On 26 June 2026, Meituan held its annual general meeting in Hong Kong.
Facing the fierce subsidy war in the industry over the past year,...
How PDD radically restructures China’s supply chain to support Temu
On 27 May 2026, PDD’s stock fell after its Q1 results. The issue was not that PDD had stopped growing. Revenue was still up...
[New Report] The SEA quick commerce playbook isn’t China’s or India’s
In this unique environment, the economics of the category are being rewritten.
Why have ecommerce prices in SEA not reached the true floor?
And what is Temu/Pinduoduo's strategy to get a foothold?
How will AI disrupt ecommerce in Southeast Asia
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
Get our Ecommerce in Southeast Asia 2026 report to find out more
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...
