Saturday, July 27, 2024

E81 – The Impulso Podcast – Where has all the fintech...

In the first half of 2023, 41% of tech investment in Southeast Asia went into digital financial services, a consistent trend with investment in...

Thoughts on TikTok layoffs at Tokopedia

Last Friday (14 June), TikTok announced a round of layoffs of ‘the combined entity’ of TikTok Shop and Tokopedia, the latter being the former...

E78 – The Impulso Podcast – E78: Is TikTok Shop giving...

Last week, both Sea Group and Grab released their Q1 2024 results, and the market responded positively - is tech in Southeast Asia recovering? Grab...

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...

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