| by Jocelyn Yang | No comments

Food Delivery: Who owns the most loyal users?

As consumer adoption of food delivery increases, the competition among food delivery companies on wallet share and loyalty continues.  If a restaurant is available on all delivery apps, users get to choose which app to order from. To lure more users to their own platforms, food delivery companies need to adjust their pricing strategies, optimize […]

Read More
| by Jocelyn Yang | 1 comment

The Roller Coaster Goes On: Food-Delivery Companies in Asia (II)

In a former report, we used Measurable AI’s unique e-receipts data to look at the food delivery industry in APAC in the early months of covid-19, and saw a huge surge in food delivery volume. After six months, the pandemic is still not over, and so is the competition among the food delivery companies.  Based […]

Read More
| by Charlie Sheng | No comments

[Blog] Quantitative researcher Dr.Damien Passemier joins Measurable AI as Chief Data Scientist!

After obtaining his PhD in Statistics in France, Damien got a 2 years postdoctoral position at the Hong Kong University of Science and Technology. During his research years, he published several papers on the topic of the Random Matrix theory. After that, he worked as a Data Scientist in several companies, including a horse racing […]

Read More
| by Charlie Sheng | No comments

Malaysia: Tracking Online Consumer Spending amid Covid-19

While the new waves of coronavirus continue to hit the world, consumers have gradually become used to the new norm of working from home and shopping online. The panic buying peak during the first breakouts may have been normalized, but in every aspect of life, the shopping behavior patterns are still changing.  Transaction value in […]

Read More
| by Charlie Sheng | No comments

Case Study: MomoShop’s Leading Indicator

Measurable AI‘s aggregated monthly order amount based on its e-receipts data turns out to be a leading indicator for revenue movements of Momoshop, a top E-commerce website from Taiwan (TWO: 8454). Compared with the monthly revenue number published on MomoShop’s own IR page, Measurable AI’s aggregated number for monthly order has been a great proxy […]

Read More
| by Charlie Sheng | 3 comments

The Roller Coaster of Food-Delivery Companies in Asia (I)

Even before the pandemic, the food-delivery industry in Asia was growing insanely fast with big players trying to take over new markets every month. After the outbreak, these companies finally prove that food-delivery is a necessity in life. However, the food delivery war is still going on, and moving even faster than it was. Based […]

Read More
| by Charlie Sheng | No comments

China’s Travel Giant Ctrip Continues to Suffer

COVID-19 brought China’s travel giant Ctrip or Trip.com ($TCOM) to a halt in January with drastic drop in airline and hotel bookings. It’s been over three months now, has the company recovered yet? An easing policy was announced ahead of the five-day Labour Day holiday in May, meaning to encourage a first travel boom of […]

Read More
| by Charlie Sheng | 1 comment

Hong Kong is finally transforming online to avoid Covid-19

Last month, Hong Kong Television Network (HKEX: 1137), the city’s very own e-commerce platform sets records in monthly turnover. The name although sounds strange to others is actually a rising business in Hong Kong. The company’s original plan was to start a television network but failed to get a legitimate license under Hong Kong’s complicated […]

Read More
| by Repost | No comments

Hedge Fund’s Big Short Shows Why Demand for Alt-Data Is Surging

Repost : Bloomberg.com Author: Lulu Yilun Chen and Bei Hu Before the coronavirus sent stock markets tumbling at the fastest pace since the 2008 financial crisis, Dymon Asia Capital (Singapore) Pte sensed trouble. The hedge fund firm was combining information on past outbreaks with a raft of so-called alternative data, including Google searches in the U.S. and daily readings […]

Read More
| by Charlie Sheng | No comments

Coronavirus: A New Confirmed Case in Your House

Covid-19 has been the reason for sales boost in many unexpected categories like meal kits, video games and even toilet paper. On one hand, brick and mortar businesses are suffering from drops and lock-downs. On the other hand, challenging times create opportunities for industries that we never imagined before. This is not an April Fool’s […]

Read More