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Our thoughts on Grab’s 2023 Q2 earnings

On Wednesday, Grab released its Q2 2023 results. Overall the company made good continuous progress towards profitability, with steady growth in GMV for both...

China Immersion: How teddy bears are involuting the retail scene

During our recent Momentum Academy China Leadership Immersion, we visited Mixc to understand the current retail landscape. We hear a lot about "involution" or "卷“...

GoTo’s 2023 Q2 results and declining GTV

On Tuesday (15 August), GoTo released its Q2 earnings, on the same day as Sea Group. Despite reporting negative growth in GTV and revenue...

SEA shares dropped almost 30% after Q2 earnings, here are our thoughts

Last night (15 August), Sea Group released their 2023 Q2 results. Again, profitable; again, missing consensus revenue/EPS targets. Investor confidence seems to have taken a...

Temu enters South Korea 

In June, Temu sent out a survey to its sellers asking which platforms they are already using in Japan, Korea and Southeast Asia.  Soon after,...

Inside SHEIN: the founder’s top lieutenants

This article was originally published in Chinese by Runze Dai of Leiphone, translated and republished with the author’s permission. You can also refer to...

Our answers to your burning questions on ecommerce

Last Thursday, Momentum Works held an exclusive online sharing session “Off the Record: Ecommerce in Southeast Asia 2023”, where we covered unfiltered insights on...

Our thoughts on whether Threads will replace Twitter

Unlikely, but it depends on the leaders

Lazada appoints new CEO for Indonesia

Veteran James Chang from the founding team takes over

Why did Meituan buy a generative AI company?

Strategic, personal and economic angles

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