- Видео 115
- Просмотров 33 573
Momentum Works
Сингапур
Добавлен 11 авг 2017
Momentum Works is a venture outfit headquartered in Singapore. It connects and empowers the digital economy and venture ecosystem in emerging markets through well-researched insights, community, and venture-building experience.
We analyse market trends and partner with thought leaders to design immersive programmes that prepare organisations to adapt and evolve. We also assist startups in their expansion plans and help investors with decision-making and implementation.
Find out more at momentum.asia
#MomentumWorks #ecommerce #newretail #digitaleconomy #tech
We analyse market trends and partner with thought leaders to design immersive programmes that prepare organisations to adapt and evolve. We also assist startups in their expansion plans and help investors with decision-making and implementation.
Find out more at momentum.asia
#MomentumWorks #ecommerce #newretail #digitaleconomy #tech
Behind Chinese youth’s love for Capybaras | Impulso E106
What makes capybaras so irresistibly popular amongst Chinese youth? From their zen-like calm to their unbothered personalities, these gentle rodents have become internet sensations.
Tune in as we dive into the capybara craze-their rising popularity in China, the carefree energy they represent, and how that resonates with today's youth.
But are capybaras just a passing trend, or do they symbolise something deeper-like the dream of a carefree life in an increasingly competitive world? Join us as we unpack the cultural phenomenon, discuss how it reflects modern work-life stress, and reflect on 2024 while embracing "capybara energy" as we go into 2025.
Chapters:
00:00:10: What is a Capybara?
00:...
Tune in as we dive into the capybara craze-their rising popularity in China, the carefree energy they represent, and how that resonates with today's youth.
But are capybaras just a passing trend, or do they symbolise something deeper-like the dream of a carefree life in an increasingly competitive world? Join us as we unpack the cultural phenomenon, discuss how it reflects modern work-life stress, and reflect on 2024 while embracing "capybara energy" as we go into 2025.
Chapters:
00:00:10: What is a Capybara?
00:...
Просмотров: 251
Видео
Collapse of a Chinese EV company, livestreamed | Impulso E105
Просмотров 2,1 тыс.21 день назад
Baidu backed Ji Yue Auto, an EV manufacturer, found itself in deep trouble after failing to pay its employees’ social security. One of Jiyue’s live stream hosts even broke down mid livestream,“I worked so hard, and now the company is gone?” But Jiyue isn’t the first (and certainly won’t be the last) EV manufacturer to face such challenges. In China’s hyper-competitive EV market, we’ve seen simi...
11.11 Singles' Day: the backstory | Impulso E104
Просмотров 8828 дней назад
Originally dubbed Singles day by 4 university students, 11.11 has transformed into one of the world’s largest shopping festivals. In 2009, Alibaba launched the first 11.11 shopping festival, generating RMB 50 million in GMV despite a website crash. Since then, it has grown massively, and today, 11.11 spans several weeks instead of just one day. But has 11.11 lost its charm? Tune is as we explor...
Behind the Labubu craze: PopMart business explained | Impulso E103
Просмотров 4,3 тыс.Месяц назад
What is Labubu? Why are Pop Mart's blind boxes so addictive? From the thrill of unboxing to the cultural phenomenon of "ugly cute" characters, these whimsical creations have captured the hearts (and wallets) of Gen Z. In this episode of Impulso Podcast, Jianggan, Sabrina, and special guest Phyllis-our resident Pop Mart enthusiast-dive into the fascinating world of Pop Mart. Tune in as we unpack...
Behind Pinduoduo’s ¥10 billion merchant subsidies | Impulso E102
Просмотров 314Месяц назад
On 21 November, two stories rocked China’s ecommerce scene, with global implications. (In the previous episode, we discussed the first story: Alibaba’s merger of its domestic Chinese and international ecommerce businesses.) In this episode, we dive into the second story-PDD Group’s Q3 earnings miss. But was the ‘miss’ engineered deliberately because all the merchant support costs were planned, ...
Alibaba’s ecommerce merger mirrors Temu’s strategy? | Impulso E101
Просмотров 472Месяц назад
On 21 November, two stories rocked China’s ecommerce scene, with global implications. In this episode, we discuss the first story: Alibaba Group’s announcement to merge its domestic Chinese and international ecommerce businesses into the new Alibaba E-Commerce Business Group, led by Jiang Fan. This move aims to streamline operations, foster synergies, and better position Alibaba against formida...
China ecommerce parcel volume surpassed 150 billion this year | Impulso E100
Просмотров 465Месяц назад
In our 100th episode of Impulso Podcast, we unpack China’s milestone of delivering 150 Billion parcels in just one year - that’s enough parcels to fill up 30 million football fields! Tune in as we break down the numbers, explore the logistics behind this scale, and discuss: How goods sold at just ¥9.9 (with free shipping!) can still turn a profit Automation vs. human efficiency in handling mill...
Shopee's US$4.6 billion lending business | Impulso E99
Просмотров 228Месяц назад
Building on our discussion of Sea Groups Q3 earnings, this week we unpack Sea Group’s US$4.6B loan book, which has grown 30% QoQ while keeping non-performing loans low. Tune in as we break down how Sea Money leverages Shopee’s customer data to assess credit risk, fueling growth for both its digital financial arm and Shopee, with BNPL services encouraging users to finance larger ticket items. On...
Shopee’s in-house logistics: 4 billion parcels a year? | Impulso E98
Просмотров 6082 месяца назад
Sea Group announced expectation-beating earnings in Q3, sending stock prices up by 10%. A key highlight? Shopee Express. Has Shopee’s in-house logistics arm finally caught up to J&T Express in parcel volume? Join us as we dive into how Shopee’s investment in strengthening its in-house logistics is paying off, deepening its “moat” against rising e-commerce rivals such as TikTok Shop and Temu. Bu...
US election, Xi meets Modi, Luckin prepares U.S. takeover | Impulso E97
Просмотров 2722 месяца назад
Trump returns to the White House, Mr Modi meets President Xi in Russia. Are businesses ready to survive a world of shifting alliances and tariff threats? Back by popular requests, we’re re-introducing our weekly recap format in this episode as we dive into the latest economic and political developments reshaping business strategies across borders. As the world watches the U.S. elections, many c...
(Only) after $72B invested, VCs hitting reset in Southeast Asia?! | Impulso E96
Просмотров 3272 месяца назад
(Only) after $72B invested, VCs hitting reset in Southeast Asia?! | Impulso E96
How Meituan overtook FoodPanda in Hong Kong, and what’s next? | Impulso E95
Просмотров 3862 месяца назад
How Meituan overtook FoodPanda in Hong Kong, and what’s next? | Impulso E95
Recap of Momentum Works Immersion: Ecommerce and Live Commerce [Hangzhou, Oct 2024]
Просмотров 352 месяца назад
Recap of Momentum Works Immersion: Ecommerce and Live Commerce [Hangzhou, Oct 2024]
Disneyland or Cyberpunk: how does this Chinese restaurant serve 40,000 diners a day? | Impulso E94
Просмотров 4283 месяца назад
Disneyland or Cyberpunk: how does this Chinese restaurant serve 40,000 diners a day? | Impulso E94
Momentum Works x Indian School of Business x Insead: Sip, Innovate, Repeat Immersion [September 2024
Просмотров 163 месяца назад
Momentum Works x Indian School of Business x Insead: Sip, Innovate, Repeat Immersion [September 2024
Life after Rocket Internet: conversation with Blake Larson & Alex Le (3/3) | Impulso E93
Просмотров 1243 месяца назад
Life after Rocket Internet: conversation with Blake Larson & Alex Le (3/3) | Impulso E93
Impact of Rocket Internet in fragmented markets: conversation with Blake Larson & Alex Le (2/3) |E92
Просмотров 813 месяца назад
Impact of Rocket Internet in fragmented markets: conversation with Blake Larson & Alex Le (2/3) |E92
Founders walk a lonely road: conversation with Blake Larson & Alex Le (1/3) | Impulso E91
Просмотров 2193 месяца назад
Founders walk a lonely road: conversation with Blake Larson & Alex Le (1/3) | Impulso E91
Crystal ball into 2025 - How will the tech landscape evolve
Просмотров 264 месяца назад
Crystal ball into 2025 - How will the tech landscape evolve
Closing the gap with China: Vietnam’s ecommerce growth? | Impulso E90
Просмотров 3374 месяца назад
Closing the gap with China: Vietnam’s ecommerce growth? | Impulso E90
Winning in Vietnam, the most vibrant ecommerce market in Southeast Asia
Просмотров 794 месяца назад
Winning in Vietnam, the most vibrant ecommerce market in Southeast Asia
WTF is Carbon Accounting?! | Impulso E89
Просмотров 1814 месяца назад
WTF is Carbon Accounting?! | Impulso E89
Why Starbucks ousted 3rd chosen successor of Howard Schulz? | Impulso E88
Просмотров 1474 месяца назад
Why Starbucks ousted 3rd chosen successor of Howard Schulz? | Impulso E88
Chagee reenters Singapore | Impulso E87
Просмотров 2315 месяцев назад
Chagee reenters Singapore | Impulso E87
Luckin Coffee opens 20,000th store | Impulso E86
Просмотров 3 тыс.5 месяцев назад
Luckin Coffee opens 20,000th store | Impulso E86
Delivery Hero losing grip? | Impulso E85
Просмотров 6395 месяцев назад
Delivery Hero losing grip? | Impulso E85
TikTok Shop vs Temu in SEA | Impulso 84
Просмотров 6455 месяцев назад
TikTok Shop vs Temu in SEA | Impulso 84
Will Amazon succeed in copying Temu? | Impulso E83
Просмотров 2896 месяцев назад
Will Amazon succeed in copying Temu? | Impulso E83
China’s 618 ecommerce sales dropped or grew? | Impulso E82
Просмотров 1946 месяцев назад
China’s 618 ecommerce sales dropped or grew? | Impulso E82
Where has all the fintech funding gone? | Impulso E81
Просмотров 4046 месяцев назад
Where has all the fintech funding gone? | Impulso E81
Singapore Island is the land of native Malays . Not Chinese immigrants
lol love this toy line, but I don’t blind buy. I just pay on Mercari exactly what I want. Plus, they sell so fast!
there has been actioncity, mightyjaxx, xm store, bearbricks around but none i guess takes off as crazy as popmart.
Great analysis, good mix of insights
Quality vs Quantity
seems like an interesting topic, but is anyone find the audio hard to hear? 👀
Glad you like the content, and thanks for the feedback! We are upgrading our audio equipment so hopefully that will improve the sound quality (:
Nice analysis ! waiting for you to keep updating on popmart
This is exactly gambling….
Who is Lisa? lol good question
Is this AI generated??
Yes (:
Wow you already know the amount of packages China will ship 10 years before it happens! That is some solid data gathering or maybe that's a typo for 22 Oct 2034
Congratz
no one cares, china uninvestible
Featured materials: China sends its 150,000,000,000th parcel this year, The Low Down: thelowdown.momentum.asia/chin... US$1.4 order with free shipping - can these Chinese sellers make money?, The Low Down: thelowdown.momentum.asia/us1-... Temu: 2 Years on: momentum.asia/product/temu-2-...
Something's off with the camera today :(
One of our cameras decided to be naughty this time round 🫥 - he promised to behave next time! Thanks for the continuous support!
Finally Luck is in .❤
Featured materials: Shopee & Grab both had a solid quarter - can they grow further?, The Low Down: thelowdown.momentum.asia/shop... How players profit in a world where ecommerce return rates reach 90, The Low Down : thelowdown.momentum.asia/how-... Temu launches in Vietnam, The Low Down: thelowdown.momentum.asia/temu... Does Shopee have a moat?, The Low Down: thelowdown.momentum.asia/does... Sea Q3 results: cdn.sea.com/webmain/static/re... J&T H1 2024 interim results: ir.jtexpress.com/uploads/2024...
Featured materials: Foreign investors fear India’s stock market boom may be over, Financial Times: www.ft.com/content/d7ba1339-5326-4265-a360-04574a9239c0 Why Starbucks ousted 3rd chosen successor of Howard Schulz, Momentum Works Impulso Podcast, E88: ruclips.net/video/8t281ERpx-0/видео.htmlsi=l8nCvk9NY4BqVWTs China’s largest coffee chain plans to take on Starbucks in US, Financial Times: www.ft.com/content/19175a16-1a90-466b-9f75-78598e9ccbe5 Luckin Coffee Q3 2024 Quarterly report: investor.luckincoffee.com/static-files/1853e6c7-b510-4f58-b87f-72ff31002bec Starbucks Reports Q4 and Full Fiscal Year 2024 Results: s203.q4cdn.com/326826266/files/doc_financials/2024/q4/Q4-and-Full-FY24-Earnings-Release-Final-10-30-24.pdf Cotti Coffee opens 10,000th store, aiming for another 40,000 in 2025, Momentum Works, The Low Down: thelowdown.momentum.asia/cotti-coffee-opens-10000th-store-aiming-for-another-40000-in-2025/ Temu to allow local sellers in Europe and US from March 2024, Momentum Works, The Low Down: thelowdown.momentum.asia/temu-to-allow-local-sellers-in-us-and-europe-from-march-2024/ Temu: 2 years on, Momentum Works: momentum.asia/product/temu-2-years-on/ SM Lee Hsien Loong at the FutureChina Global Forum 2024, RUclips: ruclips.net/video/ZoaOFljNlKs/видео.htmlsi=waHcAkzo6JjncFEk
<3
<3
Featured materials: Meituan is entering Hong Kong, will it beat Foodpanda and Deliveroo there?, The Low Down thelowdown.momentum.asia/seeing-the-unseen-meituan-is-entering-hong-kong-will-it-beat-foodpanda-and-deliveroo-there/ Meituan becomes top food delivery player in Hong Kong, The Low Down thelowdown.momentum.asia/meituan-becomes-top-food-delivery-player-in-hong-kong/ Watch Out! KeeTa’s Rapid Rise in Hong Kong, measurable.ai blog.measurable.ai/2024/01/09/watch-out-keetas-rapid-rise-in-hong-kong/ Total Restaurant Receipts and Restaurant Purchases, Hong Kong Government www.censtatd.gov.hk/en/web_table.html?id=625-68001 McDonald’s to increase prices in Hong Kong by about 2.6% in new year, South China Morning Post www.scmp.com/news/hong-kong/hong-kong-economy/article/3246721/mcdonalds-increase-prices-hong-kong-about-26-new-year?module=perpetual_scroll_0&pgtype=article Will Meituan beat DeliveryHero in Saudi Arabia?, The Low Down thelowdown.momentum.asia/will-meituan-beat-deliveryhero-in-saudi-arabia/ Meituan launches in Saudi Arabia, where next?, The Low Down thelowdown.momentum.asia/meituan-launches-in-saudi-arabia-where-next/ Should Meituan acquire Foodpanda?, The Low Down thelowdown.momentum.asia/should-meituan-acquire-foodpanda/ In focus: food delivery platforms in Southeast Asia, Momentum Works momentum.asia/product/in-focus-food-delivery-platforms-in-southeast-asia/ Picture Sources: www.scmp.com/lifestyle/food-drink/article/3199243/two-dish-rice-cheap-fabulously-rich-and-hong-kong-icon-time-declare-it-part-citys-intangible www.asiaone.com/lifestyle/lifehack-teaches-you-how-order-cai-fan-pro
Featured materials: Momentum Works Immersions: F&B innovations docs.google.com/forms/d/e/1FAIpQLSdRN0-4ruj0PIa_7nGz-ee9Dh1rxKJ6i4EaAJFsHSfQWm3qNA/viewform Momentum Works: Transforming Frontline Industries momentum.asia/product/transforming-frontline-industries/ Video sources: Disneyland Paris Welcomes Back The Magic With A Reopening Starting June 17 | Disney Parks ruclips.net/video/F9Xalrt5ajk/видео.html FULL Magic Happens Parade 2024 at Disneyland Park! - Disney 100 Years of Wonder Celebration ruclips.net/video/70sz4tzpNwI/видео.html Frozen Themed Land & 2 Frozen Rides | World of Frozen at Hong Kong Disneyland ruclips.net/video/mHdLoDe9y1g/видео.html BACK TO THE 80'S | A Vintage Restaurant Tour | Wenheyou, Changsha, Hunan ruclips.net/video/HSl7IM_hPdE/видео.html Guangzhou's Food Court on Steroids: Wenheyou Super ruclips.net/video/HYr3yr1vC18/видео.html Old China in Wenheyou | Discover Guangzhou ruclips.net/video/S-ngkzhzgGA/видео.html Haidilao Dance ruclips.net/video/092gmF3aQEQ/видео.html
🎉
great AI avatar
Featured materials: CREX | Linkedin crex.eco/ | www.linkedin.com/company/crex-climate-recovery/ NextBillion.ai | Linkedin NextBillion.ai | www.linkedin.com/company/nextbillion-ai/?originalSubdomain=sg Momentum Works Immersions: F&B innovations www.momentum.academy/upcoming-immersion/food-and-beverage-2024 E86: Luckin Coffee opens 20,000th store, The Impulso Podcast ruclips.net/video/MRg4JqFMmwk/видео.htmlsi=J0bc2t76Da2ZLtM5 E76: Starbucks vs Luckin in China, who is winning?, The Impulso Podcast ruclips.net/video/NUjySrAD0y8/видео.htmlsi=xBYVrCf3zgZVAnfI E70: Succession - successful tech founders’ dilemma open.spotify.com/episode/6dM4jcOXPU1twKsQuXZdwX?si=d407404e900341da
Great coverage
Featured materials: Momentum Works Immersions: F&B innovations www.momentum.academy/upcoming-immersion/food-and-beverage-2024 E86: Luckin Coffee opens 20,000th store, The Impulso Podcast ruclips.net/video/MRg4JqFMmwk/видео.html E76: Starbucks vs Luckin in China, who is winning?, The Impulso Podcast ruclips.net/video/NUjySrAD0y8/видео.html E70: Succession - successful tech founders’ dilemma open.spotify.com/episode/6dM4jcOXPU1twKsQuXZdwX?si=d407404e900341da&nd=1&dlsi=9caf5f89da784634
Featured materials: Momentum Works Immersions: F&B innovations www.momentum.academy/upcoming-immersion/food-and-beverage-2024 Transforming frontline industries, Momentum Works momentum.asia/product/transforming-frontline-industries/ Coffee in Southeast Asia, Momentum Works momentum.asia/product/coffee-in-southeast-asia/ Luckin Coffee opens its 20,000th store, The Low Down thelowdown.momentum.asia/luckin-coffee-opens-its-20000th-store/ Bubble Tea: The business behind Southeast Asia’s favorite drink, Momentum Works momentum.asia/product/bubble-tea-in-southeast-asia/ E76: Starbucks vs Luckin in China, who is winning?, The Impulso Podcast ruclips.net/video/NUjySrAD0y8/видео.html E63: How does Luckin Coffee open 1000 new stores every month?!, The Impulso Podcast open.spotify.com/episode/26LdJHXXENQR4kWVTPM7i4?si=60724124d29d4be9&nd=1&dlsi=5b5997c192584a1d
is it cheaper than ridiculous Starbucks
Amazing
Costly Starbucks, Coffee Beans are being replaced by popular & affordable Luckin Coffee of China. Luckin Coffee has been opening many new outlets in Asean, Middle East & Latin America, every month since post Covid.
thanks for the insights!
Starbucks coffee is shity!
Thanks for this nice video! Can you cover EV sector? Especially NIO, BYD, XIAOMI
We definitely can! Are there any topics in particular you would like us to cover?
@@MomentumWorks I think western world knows nothing about the EV innovation happening in China. Therefore, it would be nice if you can cover the latest NIO Gen 4 battery swap station and how it works, also the interior of EV’s. I really think NIO stands out right now even though BYD has been hyped.
What is so funny is that CNBC just created a video showing comparison between Tesla, BYD, NIO etc but shockingly they showed 1st version of EC6 which was sold 4 years ago and not even in the market right now meaning stopped selling the old version, and proceeded to show the 1st Gen swap station which is 5 years old technology where you can use Gen 4 swap station now, and concluded by saying the tech is not that good etc. I get that western media just want to say TESLA is the best and all that, but people around the world deserve to know the latest technology, not the old ones.
I think if you can introduce the latest ET7 or EC7 with the gen 4 swapping experience would be super cool! Thanks!
Featured materials: Momentum Works Immersions: F&B innovations www.momentum.academy/upcoming-immersion/food-and-beverage-2024 Coffee in Southeast Asia, Momentum Works momentum.asia/product/coffee-in-southeast-asia/ Luckin Coffee opens its 20,000th store, The Low Down thelowdown.momentum.asia/luckin-coffee-opens-its-20000th-store/ E76: Starbucks vs Luckin in China, who is winning?, The Impulso Podcast ruclips.net/video/NUjySrAD0y8/видео.htmlsi=xBYVrCf3zgZVAnfI E63: How does Luckin Coffee open 1000 new stores every month?!, The Impulso Podcast open.spotify.com/episode/26LdJHXXENQR4kWVTPM7i4?si=60724124d29d4be9
Why leave out the recent financials from Baemin which showed an operating profit of 600bn Korean won (around 500m USD), a huge improvement from the time the came in and acquired the business?
DH is just an M&A company that doesn’t care about its subsidiaries or their employees unless they make money. The last 2 years have been hell.
Interesting talk! Could you please share the source of the statement at 5:30 "the strategy is to become the number one in each market they (DH)'re in"
It comes from Delivery Hero's company introduction deck :ir.deliveryhero.com/media/document/c3b3cce7-9a8c-467b-8e57-1f4c35108e92/assets/Company%20Presentation_June_2024.pdf?disposition=inline
@@MomentumWorks Thanks
Featured materials: Food delivery in Southeast Asia 2024, Momentum Works momentum.asia/product/food-delivery-platforms-in-sea-2024/ Momentum Works Immersions: F&B innovations www.momentum.academy/upcoming-immersion/food-and-beverage-2024 EP62: What is the “right price” of Foodpanda for Grab?, The Impulso Podcast open.spotify.com/episode/5rHnC3FrfJ7hfuqm1UvEFk?si=16b018ebcfcc469b Should Meituan acquire Foodpanda?, TheLowDown thelowdown.momentum.asia/should-meituan-acquire-foodpanda/ Foodpanda sells its most valuable asset to Uber, TheLowDown thelowdown.momentum.asia/foodpanda-sells-its-most-valuable-asset-to-uber/ Meituan becomes top food delivery player in Hong Kong, TheLowDown thelowdown.momentum.asia/meituan-becomes-top-food-delivery-player-in-hong-kong/ Will Meituan beat DeliveryHero in Saudi Arabia?, TheLowDown thelowdown.momentum.asia/will-meituan-beat-deliveryhero-in-saudi-arabia/
You can purchase the full Ecommerce in Southeast Asia 2024 report here: momentum.asia/product/ecommerce-in-southeast-asia-2024/
Very good stuff guys!
"promosm"
You can't fool me with your propaganda, skynet.
Really… 996 working conditions. I would prefer 993. 994 with overtime pay over 40 hours. Gives me more rest time.. pindoudou is more of a forced labor camp… But a little better than the prison labor camp. .. let’s celebrate more “lie day”.
I'm not a native English speaker so I can't understand some of the words you guys are saying. This is really an interesting video but I hope you can provide better audio.
Nice analysis, thanks! Do you guys have any thoughts on Richard Li's and Peter Thiels moves in this deal?
It makes sense for the SPAC sponsors for sure - but for other investors we’d urge caution. The market dynamics are evident here.
0:34 This private method earn 5000$ in 2 days codz2019.blogspot.com/2020/09/150-case-study.html