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...
Indonesia’s imminent “ban” on TikTok Shop
Since earlier this month, the potential ban of social media doing ecommerce in Indonesia has been brewing, and is at the point of boiling...
Our thoughts on “Grab buying Foodpanda in Southeast Asia”
On Wednesday, German publication WirtschaftsWoche (lit. “Business Week”) reported that Delivery Hero was in talks to sell its Southeast Asia business, including Singapore, Malaysia,...
Temu enters Malaysia, its 2nd market in Southeast Asia
Potentially a bigger challenge to Shopee and Lazada
E27 – The Impulso Podcast – Temu breaks into SEA, TikTok’s...
The Impulso Podcast is hosted by us at Momentum Works, twice a week, every week. Tune in to hear our in-house experts, community and...
Temu has entered Southeast Asia, challenging Shopee, Lazada & TikTok Shop
Starting from the Philippines
Our thoughts on Grab’s 2023 Q2 earnings
On Wednesday, Grab released its Q2 2023 results. Overall the company made good continuous progress towards profitability, with steady growth in GMV for both...
Will TikTok Shop overtake Shopee?
Over the last year, TikTok Shop has shown incredible growth, especially in Southeast Asia. TikTok Shop expanded from Indonesia to all 6 major Southeast...
[New report] The TikTok Shop Playbook
Over the last year, TikTok Shop has shown incredible growth and has a presence now in 9 markets, including all major markets in Southeast...
GoTo’s 2023 Q2 results and declining GTV
On Tuesday (15 August), GoTo released its Q2 earnings, on the same day as Sea Group. Despite reporting negative growth in GTV and revenue...
