Our thoughts on Grab’s acquisition of Foodpanda Taiwan
Taking its core food delivery business beyond Southeast Asia
Why Deliveroo’s exit from Singapore isn’t quite a surprise
Given its small market share, Deliveroo’s exit is unlikely to materially affect consumers or riders but it may have strategic implications for F&B businesses
Sea group shares dropped 16% – what happened to Shopee?
Our thoughts on Sea group’s Q4 2025 earnings
Sea Limited (SE) Q4 2025 earnings call transcript
Sea Group announced their Q4 2025 earnings yesterday (3 March 2026). After the earnings call, Sea Group’s stock price plunged almost 27%, before closing...
Our thoughts on Deliveroo quitting Singapore market
Yesterday, US food delivery market leader DoorDash announced the winding down of Deliveroo and Wolt operations in four countries: Qatar, Singapore, Japan, and Uzbekistan.
DoorDash...
Lazada’s RedMart steps into Singapore’s Quick Commerce competition
Recently, RedMart, a Singapore-based online grocer integrated with ecommerce platform Lazada, launched its own version of quick commerce.
Called RedMart Now, the service promises grocery...
[New report] Southeast Asia food delivery GMV grew 18% to hit...
As all 6 Southeast Asian markets record double-digit growth, we see affordability-led competition and platform consolidation reshaping Southeast Asia’s food delivery landscape.
Will TikTok overtake Shopee in Southeast Asia in 2026?
As TikTok Shop sales catchup, Shopee’s defence strategy banks on instant delivery.
Momentum Works’ 10 predictions for Southeast Asia 2026
A clarity exercise on the trends and dynamics that might shape Southeast Asia's digital commerce, retail and tech-driven transformation in 2026
[Preview] Our 10 predictions for Southeast Asia 2026
Over the last two weeks of December, the Momentum Works team sat down to review 2025 and plan for 2026.
We only realised then how...
