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E27 – The Impulso Podcast – Temu breaks into SEA, TikTok’s consignment model and SEA shopper insights

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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 guests unpack the latest trends, undercurrents and lessons in tech across borders. We explore topics like innovation, ecommerce, digital financial services, venture investment, and the broader digital economy. ‏‏‎ ‎In addition to covering our home base of Southeast Asia and advanced global markets like the US, we also draw extensive lessons from tech companies in China.

Some of the points covered in this weekly recap:

  • Pinduoduo has recently published their results Q2 results, which was greeted warmly with a 20% share price increase. But what exactly does their P&L unravel about their cost efficiency? Pinduoduo is particularly known for its operational efficiency. Which measures do they resort to to achieve it?
  • Temi shot down all rumors of entering Southeast Asia with a quiet yet quick launch in the Philippines. Why the Philippines? What could be the factors that contributed to such speed? And what might be their next destination in Southeast Asia?
  • What about TikTok Shop? Recently they announced an impressive goal of hitting US$20 billion GMV. But how is their consignment model doing? What do suppliers say?

You can listen to this episode below, or search for The Impulso Podcasts on whichever platform you choose to listen: