Temu enters Malaysia, its 2nd market in Southeast Asia
Potentially a bigger challenge to Shopee and Lazada
Will Indonesia really ban TikTok Shop?
Last night, a Jakarta Globe story "Indonesia plans to ban TikTok Shop" started spreading.
According to the story, Indonesia’s Minister of Cooperatives and SMEs Teten Masduki...
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...
SEA shares dropped almost 30% after Q2 earnings, here are our...
Last night (15 August), Sea Group released their 2023 Q2 results. Again, profitable; again, missing consensus revenue/EPS targets.
Investor confidence seems to have taken a...
Our thoughts on Grab buying a taxi company in Singapore
Last week, Grab announced that it would be acquiring 100% ownership of Trans-cab, Singapore’s 3rd largest licensed taxi operator. The acquisition, undertaken by Grab...
