Sea Limited (SE) Q3 2025 earnings call transcript
Sea Group announced their Q3 2025 earnings last week (11 November 2025). The market has reacted negatively, sending the price down more than 8%...
Can Shopee parent really become a trillion-dollar company?
Group CEO Forrest talked about the trillion-dollar company goal.
Laopu Gold: the Cartier of China? | Impulso E131
Laopu Gold is shaking up what it means to be a Chinese luxury brand. From heritage-inspired designs to fixed pricing that defies the traditional...
Lessons from Gojek founder’s arrest
Former education minister and founder of Gojek Nadiem Makarim was detained by Indonesian investigators on 4 September.
Anti-corruption probe
He was named as a suspect in...
Inside Luckin Coffee: How they launch 119 drinks a year |...
Luckin Coffee is rewriting the playbook for how coffee chains innovate. From minty coconut lattes to a Moutai latte that sold 5.4 million cups...
Shopee, SPX, Monee: Sea Group’s Engines Are Powering Ahead, but Eyes...
Shopee’s parent, Sea Group, delivered an impressive set of Q2 2025 results - net income grew 5x YoY, exceptional growth from Monee’s billion-dollar loan...
Shopee delivers a stellar quarter – but why no one asked...
Sea Group’s Q2 net income jumped 5x YoY, yet analysts fixated on Brazil without asking about TikTok Shop.
Our thoughts on the scandals in Indonesia’s VC-startup ecosystem
Scandal after scandal has rocked the ecosystem, and now the TaniHub probe has led to the detention of three high-profile executives. Why did this happen—and what must the ecosystem do next?
Our thoughts on Grab’s 2025 Q2 results
Grab’s latest results reinforce a now-familiar narrative: steady GMV, growing user base, and deeper monetisation plays.
Shopee to send contingent marching after troops on Singapore’s National Day
Two weeks from now marks Singapore’s 60th birthday with a grand National Day Parade (NDP). During last week’s NDP rehearsal, in addition to the...
