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EP64 – The Impulso Podcast – Does Shopee have a moat?
Last night (4 March), Sea group published their 2023 Q4 and FY results, announcing its first profitable year. The market had mixed feelings -...
EP62 – The Impulso Podcast – What is the “right price” of Foodpanda for...
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...
EP61 – The Impulso Podcast – What drives live commerce in China to be...
China's live commerce industry is not just big—it's a trillion-dollar powerhouse with a vast ecosystem, encompassing MCNs, enablers, logistics, and more.
With only a month...
E59 – The Impulso Podcast – Will DoorDash enter Southeast Asia, and other questions...
Last Wednesday (31 Jan), we held our online briefing “In focus: Food delivery platforms in Southeast Asia 2024” where we covered global developments, key...
E58 – The Impulso Podcast – Why Meituan CEO takes over overseas businesses?
Meituan has had a very challenging 2023, with its falling share price and intense competition from both Douyin and Pinduoduo.
Last Friday (2 Feb), Meituan...
E57 – The Impulso Podcast – In focus: Food delivery in Southeast Asia 2024
Momentum Works recently launched our 4th annual Food delivery platforms in Southeast Asia report and following the launch we also held an online sharing...
Temu to allow local sellers in US and Europe from March 2024
Will it challenge Amazon and TikTok Shop more directly?
E56 – The Impulso Podcast – Temu to allow US local sellers from Mar...
In the past few weeks, a poster has been circulating in the seller community outlining Temu's local sellers service model, set to debut on...
E55 – The Impulso Podcast – Why is Lazada CEO taking over Daraz?
Yesterday (24 Jan), it was announced that James Dong, CEO of Lazada, will take over as the Acting CEO of Daraz, the South Asia-ex-India-focused...
