We looked inside some of the tweets by @sharonlamhk and found useful information for you.
Inside 100 Tweets
64% of consumers have made a purchase decision based on social content.
This is heartbreaking and beautiful altogether. Condolences and prayers for strength to the family and friends of @Reuters photojournalists #DanishSiddiqui. Too many brave journalists have lost their lives covering an unending war in #Afghanistan. https://t.co/FQkUEKTOt5
Trustbusters nixed a $5 bln merger of two video-game streaming companies Tencent backs. For Tencent boss Pony Ma, a bigger problem may be having to unwind past deals: @mak_robyn https://t.co/GALbi6w1in https://t.co/C6KwgXjxiy
Online fashion site Shein cranks out ultra-cheap designs at lightning speed. The Zara rival discloses next to nothing about its operations. Its opacity is strategic, but competitors had best study its model. @sharonlamhk https://t.co/pbno94OcJE https://t.co/Slfu0AcIvn
Tencent-backed Sea, at $147 bln, trades at a rich sum of its parts. Investors believe it can ramp up commission-based fintech services in underbanked Southeast Asia. Its trove of licences minimise risk, writes @sharonlamhk https://t.co/5vp7o721Si https://t.co/onbPCIauTJ
Didi’s latest filing reveals a less ambitious valuation target of up to $67 bln, compared to its earlier mooted valuation of $100 bln https://t.co/eDlK8CxPYo
Didi's mooted $100 bln target valuation in New York requires the same chunky acquisition multiple assigned to Southeast Asia's top SPAC target. A lower, Uber-like figure is more reasonable, says @mak_robyn https://t.co/sMxXBZiCk1 https://t.co/Pr0sM0FjJk
Didi would effectively need to triple its platform sales to get to a mooted $100 bln valuation, @mak_robyn writes. Plus, unlike Grab, Didi still relies on ride-hailing in China for over 90% of its revenue. https://t.co/DCHDwExYrZ
GoTo, the newly formed merger between Indonesia's Gojek and Tokopedia, will make gains in data analytics, helping it keep pace with $130 bln Sea. It hints at complexities in the pair’s reliance on third-party logistics too, writes @sharonlamhk https://t.co/dbLfOz1hWW https://t.co/LFAJECQryH
Indonesian e-commerce will drive a smarter, fiercer last mile, my view - https://t.co/nxRPjNCdnT
A Nintendo family office website features catchy arcade music, colourful blocks and a even a🦄. This is next level https://t.co/3Z5gzuGc3V
From @Breakingviews: AT&T’s deal with Discovery opens a window into streaming warfare, @jennifersaba and @TheRealLSL tell @rob1cox on the Viewsroom podcast. Plus: @ugalani and @sharonlamhk on Indonesian super-app M&A and tech in Southeast Asia https://t.co/QWRzVhTxgb
Super-apps podcast: The Gojek-Tokopedia merger comes barely a month after Grab’s record-breaking SPAC. What are the expansion plans for the newly formed GoTo, and is the model scalable? @rob1cox, @ugalani and I discuss in @Breakingviews Viewsroom. Listen: https://t.co/KZtakOuTKz
ByteDance's Zhang Yiming is the latest high-profile boss to step down amid Beijing's tech crackdown. It's a prudent move to ensure a smoother market debut for the $300 bln owner of TikTok and Douyin, says @mak_robyn: https://t.co/bvBZT5pqk4 https://t.co/6J78kRabVR