EP64 – The Impulso Podcast – Does Shopee have a moat?
Last night (4 March), Sea group published their 2023 Q4 and FY results, announcing its first profitable year. The market had mixed feelings -...
[New report] Apples to Apples 3.0: Benchmarking major tech platforms –...
Since the launch of our first Apples to Apples report, the majority of the companies we analysed have reported a positive net income (i.e achieved profitability)....
E11 – The Impulso Podcast – [In-Depth] Ecommerce players in Southeast...
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...
Our thoughts on Sea Group’s 2023 Q1 results
Last night Asia time (16 May), Sea Group released their 2023 Q1 results. The market sentiment appears quite negative – with Sea’s share price...
Grab and SEA repay their debts, confident with their cash positions...
Last week, during its earnings release, Grab announced that it had bought back $600 million of debt - part of its US$2 billion term...
Our thoughts on Sea Group’s 2022 Q4 and FY results
Last night Asia time (7 March), Sea Group released their 2022 Q4 and Full Year results. Prior to the release, it seems the analyst...
Shopee shuts down Poland, effectively ending pandemic-era expansion
Shopee has exited all new markets it had entered during the pandemics
[Video] Momentum Academy’s Off the Record: Shopee’s turbulent 2022
Shopee, the largest ecommerce platform in Southeast Asia, was in an all out expansion mode (new markets, new verticals) in 2021 – and its...
What is Shopee’s future in Southeast Asia? Recap part 5 of...
Shopee, the largest ecommerce platform in Southeast Asia, was in an all out expansion mode (new markets, new verticals) in 2021 – and its...
Was Shopee’s Europe expansion a mistake? Recap part 4 of 5
Shopee, the largest ecommerce platform in Southeast Asia, was in an all out expansion mode (new markets, new verticals) in 2021 – and its...
