EP66 – The Impulso Podcast – TikTok has no good options
Yesterday, the US House of Representatives overwhelmingly passed a Bill dubbed the “Protecting Americans From Foreign Adversary Controlled Applications Act,” that would give ByteDance...
Does Shopee have a moat?
Sea Group’s share price swung violently after 2024 Q4 and FY results were released yesterday - going up 13.6%, before nosediving 14.3% into the...
EP64 – The Impulso Podcast – Does Shopee have a moat?
Last night (4 March), Sea group published their 2023 Q4 and FY results, announcing its first profitable year. The market had mixed feelings -...
EP62 – The Impulso Podcast – What is the “right price”...
Grab recently published their 2023 Q4 and FY results, and during its earnings call, COO Alex Hungate confirmed that Grab is not pursuing acquiring...
Grab is buying back shares, but not Foodpanda?
Last Thursday (22 Feb), Grab released its 2023 Q4 and FY earnings, recording its first quarterly profit of US$11 million – benefiting from an...
Our thoughts on Grab’s 2023 Q4 and Full Year results
On Thursday (22 Feb), Grab released financial results for the fourth quarter and the full year of 2023, recording a first quarterly profit -...
EP61 – The Impulso Podcast – What drives live commerce in...
China's live commerce industry is not just big—it's a trillion-dollar powerhouse with a vast ecosystem, encompassing MCNs, enablers, logistics, and more.
With only a month...
Our thoughts on Qoo10’s acquisition of Wish
As Temu appeared on the SuperBowl for the 2nd year, Wish is being sold to Singapore-based ecommerce platform Qoo10.
The price, according to the press...
E59 – The Impulso Podcast – Will DoorDash enter Southeast Asia,...
Last Wednesday (31 Jan), we held our online briefing “In focus: Food delivery platforms in Southeast Asia 2024” where we covered global developments, key...
E58 – The Impulso Podcast – Why Meituan CEO takes over...
Meituan has had a very challenging 2023, with its falling share price and intense competition from both Douyin and Pinduoduo.
Last Friday (2 Feb), Meituan...
