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E43 – The Impulso Podcast – What’s next for e-commerce in SEA?
Welcome to another episode of the Impulso Podcast. Today we are bringing to you a recording of a Q&A section of a recent Bank...
How did this company reach $280m sales in Live commerce?
As TikTok Shop grows aggressively in Southeast Asia, live commerce is increasingly becoming an integral component of the ecommerce landscape in the region. We...
E41 – The Impulso Podcast – [Commentary]: lessons and implications of Pinduoduo and Meituan...
On November 28th, 2023, two Chinese tech giants, Pinduoduo and Meituan, released their Q3 reports. What are the results, and, most importantly, what are...
Should Meituan acquire Foodpanda?
Last week, Bloomberg reported that Meituan is in talks to acquire Foodpanda from Germany-based DeliveryHero.
This news came after German media reports that DeliveryHero and...
Our thoughts on Sea’s 2023 Q3 earnings
Sea shares dropped 22% after Q3 earnings, here are our thoughts.
Last night (14 November), Shopee’s parent company Sea Group released their 2023 Q3 results....
Temu’s D-Day: The story behind its Super Bowl appearance
This article was originally published in Chinese by Runze Dai of Leiphone, translated and republished with permission.
You can also refer to Momentum Works’ “Who...
Temu enters Malaysia, its 2nd market in Southeast Asia
Potentially a bigger challenge to Shopee and Lazada
The Luckin x Moutai partnership that sold 5 mil cups of coffee in one...
Have you seen Luckin China’s new product flooding social media yesterday: an alcohol-flavored coffee in collaboration with Moutai (a renowned / staple Chinese liquor...
Pinduoduo has enough $$$ to fund Temu’s Southeast Asia expansion, and more
On Tuesday (29 Aug), PDD Holdings, parent company of Pinduoduo and Temu, released its Q2 2023 results.
Investors responded positively, sending the share prices up...
