Our thoughts on Alibaba restructuring and PDD earnings
On 21 November, two stories rocked China’s ecommerce scene, with global implications.
First was Alibaba Group’s announcement to merge its domestic Chinese and international ecommerce...
E99 – The Impulso Podcast – Shopee’s US$4.6 billion lending business
Building on our discussion of Sea Groups Q3 earnings, this week we unpack Sea Group’s US$4.6B loan book, which has grown 30% QoQ while...
China sends its 150,000,000,000th parcel this year
We all know that ecommerce parcel delivery in China is a big industry, powering the country’s gigantic online shopping sector, as well as the...
E98 – The Impulso Podcast – Shopee’s in-house logistics: 4 billion...
Sea Group announced expectation-beating earnings in Q3, sending stock prices up by 10%. A key highlight? SPX Express.
Has Shopee’s in-house logistics arm finally caught...
Shopee & Grab both had a solid quarter – can they...
Shopee parent Sea Group and Grab, Southeast Asia’ two largest listed tech platforms, both reported expectation-beating earnings yesterday (12 Nov 2024, Asia time).
The capital...
E97 – The Impulso Podcast – US election, Xi meets Modi,...
Trump returns to the White House, Mr Modi meets President Xi in Russia. Are businesses ready to survive a world of shifting alliances and...
An ecommerce enabler in Southeast Asia is now valued over US$...
(This article was written on the 8th of November for the Chinese blog of Momentum Works on the Wechat platform, and was translated into...
Shopee’s highly-localised 11.11 videos
This article originally appeared in the Chinese blog of Momentum Works on Wechat platform, translated into English by the MW team.
While this year’s double...
E96 – The Impulso Podcast – (Only) after $72B invested, VCs...
(Only) after pouring $72 billion into Southeast Asia, venture capitalists are hitting the reset button in Southeast Asia?
Lightspeed Ventures' report, Southeast Asia: Resetting Expectations,...
Cotti Coffee opens 10,000th store, aiming for another 40,000 in 2025
Cotti Coffee, China’s 2nd largest coffee chain by store count, celebrated its 2nd anniversary last week. To mark this occasion, Cotti announced the opening...
