EP65 – The Impulso Podcast – Will health labels reduce bubble...
Is Shanghai mirroring Singapore's nutritional labelling approach?
Recently, Bawang Tea Ji's (Chagee) Shanghai store has introduced a "Nutritional Choice" logo on all its beverages -...
[New report] Who is Mixue – World’s 4th largest F&B chain,...
Over the last two years, Mixue Group, China’s biggest freshly-made drinks company, has emerged as the 4th largest in the world - with 36,000...
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 -...
Apple made “absolutely right strategic choice” to give up on cars,...
AI would make Apple a 10 trillion dollar company
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...
[New report] Southeast Asia tech investment dropped 54% year on year
In the first half of 2023, Southeast Asia's tech deal landscape appears to be reversing to pre-COVID, and quickly possible pre-unicorn era, standards.
The region...
