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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
Half year review: Chinese and US tech companies continue to diverge
Nasdaq outperformed Hang Seng Tech, by a wide margin
Why do so many Western tech firms fail in China?
This commentary first appeared in CNA and was written by Jianggan Li. Republished with permission. You can access the other commentaries from Jianggan Li...
Our thoughts on Alibaba’s CEO & chairman change
Alibaba today announced that Joe Tsai and Eddie Wu, two co-founders, will succeed Daniel Zhang as Chairman & CEO for the Group respectively.
Our thoughts:
1....
