E91 – The Impulso Podcast – Founders walk a lonely road:...
In this episode of the Impulso podcast, Jianggan Li is joined by Blake Larson, Ex-Global Managing Director at Lalamove, and Alexander Le, Ex-Managing director...
How players profit in a world where ecommerce return rates reach...
In a recent discussion with a top live commerce MCN from China, I casually asked “what is the return rate for your category?”
“Guess?” The...
J&T Express turns profitable in China
Yesterday (19 Aug), J&T Express released its unaudited interim results for the 1st half of 2024. The company registered an adjusted EBIT of US$118.243...
Temu launches local marketplace in Korea and Japan
Followers of Momentum Works newsletter would know that since March, Temu has gradually shifted the focus on its US marketplace: from “full consignment” cross...
Temu’s last mile logistics challenges in the United States
only plausible solution is to improve logistics efficiency
What can we learn from Cainiao’s IPO prospectus
Cainiao Smart Logistics Network, the logistics arm of Alibaba Group, filed its IPO prospectus to the Hong Kong Stock Exchange on 26 September 2023.
The...
What can we learn from J&T Express’ IPO prospectus?
J&T Express, a leading ecommerce logistics company in Southeast Asia & China, filed its draft IPO prospectus to Hong Kong Stock Exchange on 16...
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...