The Low Down - Momentum Works

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Transportation

Our interpretations of Comfort Uber tie-up

A rumour that had been circulating for a few weeks was proved to be true. Comfort DelGro, Singapore’s biggest taxi company, has finally confirmed in an announcement (http://www.comfortdelgro.com.sg/uploads/pr/Media%20Release-ComfortDelGro%20&%20Uber%20Join%20Forces_FINAL%20(circulation).pdf) that it is acquiring 51% of Lion City Car Rental (LCR), a… Continue Reading →

GrabPay is not making full use of its advantages

So GrabPay appointed a new CTO, Vikas Agrawal, who was previously with Paytm. Agrawal is to be based in Bangalore, more than 3000 kilometres away from Grab’s headquarters in Singapore. This came less than a month after Grab (finally) filled… Continue Reading →

Will Grab & Uber merge, with Softbank now a shareholder of both?

By now you always know what is happening: Uber’s board is allowing Softbank to become a shareholder. Probably a huge relief for early investors of Uber, many of whom are desperate to exit as their funds approach maturity. Of course… Continue Reading →

Brands losing their grip in ecommerce era – or are they?

E-commerce has grown to be a powerful distribution channel for goods, and I believe it will continue to grow in weight and influence in years to come. For many brands, this is an opportunity (to reach out to more customer and… Continue Reading →

BYD owns the future of electric cars in China?

I was visiting a large taxi fleet operator in Southern China as part of a consulting project Momentum Works did for the municipal transportation authorities. The General Manager showed me their gigantic charging station for electric cars – as part… Continue Reading →

The economics of bike sharing

Many people still want to discuss China’s “sharing economy” with us: shared bikes, power banks, basketballs, or umbrellas. It seems everyone has an opinion on whether it would work or not, and why. Nonetheless, it strikes us that many have… Continue Reading →

Rein in the dynamics between disruption and regulation

In this age where new things keep coming out, it seems that regulators are always a step too fast or a step too slow. The disagreements between regulators in different countries over ride-hailing apps such as Uber are still manifesting… Continue Reading →

Why Chinese bike sharing companies are suddenly everywhere overseas

Just a few months ago, you would hear Chinese bike sharing companies making announcements here and there, but not see actual bikes being deployed. Back then, all these public shows seemed to serve only one purpose – to tell the… Continue Reading →

Comfort DelGro squarely failed to respond to disruption

We argued recently that Comfort DelGro, Singapore’s biggest cab operator, was making a gross strategic mistake by seeking to partner with Uber (https://thelowdown.momentum.asia/comfort-delgros-potential-tie-uber-not-enough-revive-fortunes/). We believed that Comfort stock price should be going down, rather than up, following the news. The… Continue Reading →

“But, we signed an NDA”

A team from a developed country came to us the other day, with a business plan to build smart shared bicycles, similar to the ones flooding China: As this bike solution is for a market with a much higher GDP… Continue Reading →

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