Tuesday, July 16, 2024

A good quarter, is Shopee out of the woods yet?

Yesterday (14 May) evening Asia time, Shopee’s parent SEA Group released its Q1 2024 results. It is a good set of results: digital entertainment...

E67 – The Impulso Podcast – Dmitry Levit & Boon Ping...

After almost a decade, is winter finally here in Southeast Asia? Join us in our latest podcast episode featuring special guests Dimitry Levit and Boon...

Does Shopee have a moat?

Sea Group’s share price swung violently after 2024 Q4 and FY results were released yesterday - going up 13.6%, before nosediving 14.3% into the...

EP62 – The Impulso Podcast – What is the “right price”...

Grab recently published their 2023 Q4 and FY results, and during its earnings call, COO Alex Hungate confirmed that Grab is not pursuing acquiring...

Grab is buying back shares, but not Foodpanda?

Last Thursday (22 Feb), Grab released its 2023 Q4 and FY earnings, recording its first quarterly profit of US$11 million – benefiting from an...

Our thoughts on Grab’s 2023 Q4 and Full Year results

On Thursday (22 Feb), Grab released financial results for the fourth quarter and the full year of 2023,  recording a first quarterly profit -...

[New report] Southeast Asia tech investment dropped 54% year on year

In the first half of 2023, Southeast Asia's tech deal landscape appears to be reversing to pre-COVID, and quickly possible pre-unicorn era, standards.  The region...

[New Report] Food delivery platforms in Southeast Asia (SEA) 4.0

Today, Momentum Works is launching our 4th annual Food delivery platforms in Southeast Asia report. Southeast Asia’s total food delivery platforms GMV grew a modest...

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