Our thoughts: GoTo’s 2022 Q4 and FY results
On Monday (20 March), Indonesia’s GoTo released their 2022 Q4 and unaudited Full Year results. Interestingly (and probably not entirely unexpectedly), most investor friends...
Wardah & Huaxizi: Benchmarking cosmetic brands in Southeast Asia and China
There has always been a lot of interest in the beauty sector across the world.
In Southeast Asia, beauty product is one of the key...
On GoTo’s layoffs before releasing Q4 2022 results
This article was originally published in Chinese by Xu Zhang, translated into English by the MW team.
Last Friday (10 March), GoTo announced layoffs 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...
Our thoughts on Sea Group’s 2022 Q4 and FY results
Last night Asia time (7 March), Sea Group released their 2022 Q4 and Full Year results. Prior to the release, it seems the analyst...
Our thoughts on Grab’s 2022 Q4 and FY earnings
Last week, Grab announced their 2022 Q4 and FY earnings. Overall the numbers are positive - especially on the path to profitability which has...
[New report] Apples to Apples: Benchmarking Shopee, Grab, GoTo and other...
As platform companies - the likes of Grab, GoTo, Sea Group, DeliveryHero, Uber, DoorDash, and Meituan - became new additions to the public equity...
[Upcoming Event] Apples to Apples: Benchmarking Shopee, Grab, GoTo, and other...
Many major tech companies - including Shopee, Grab, GoTo, Meituan, Uber, Doordash and DeliveryHero - are now publicly listed. However, it does not make...
[New report] Will Pinduoduo’s Temu dethrone Amazon in US market?
Have you seen this ad on Super Bowl Sunday?
The company behind is Temu - a cross-border commerce platform launched by PDD Holdings, the parent...
How should tech navigate the turbulence of 2023?
We can all agree now that 2022, after the hangover of Covid-induced investment boom, was a great reckoning (read: brutal) year for tech companies...
