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Measurable AI recently reached data contribution partnership agreements with Bloomberg and Amazon AWS, and its competitive datasets covering the emerging markets of Greater China, South East Asia, and Latin America will be available on Bloomberg Enterprise Access Point and Amazon AWS Data Exchange soon.

Measurable AI generates consumer insights from transactional data for investors, corporates, and researchers. Measurable AI offers various types of alternative data products including SKU-level granular e-receipts data, aggregated transactional data, and visualized vertical dashboard. …


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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 on Measurable AI’s e-receipts data panel across the emerging markets, we have seen some new changes in market share, and user behaviour among some biggest players in food delivery in Asia.

1) Foodpanda is gaining momentum in Asia Pacific with a solid Q1

Though each company has its own focus market, Foodpanda (FWB: DHER) manages to keep its part in all three major markets in Asia Pacific. In Hong Kong, the market share of Foodpanda had a significant increase, growing from 37% to 63% YOY. In Singapore, it remains to be very similar to what Grab owns, but still saw a 11% growth YOY. In Taiwan, the score is now 1:1, Foodpanda and Ubereats are very close in terms of monthly order volume, but the former still manages to keep a 18% growth in market portion YOY. …


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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 political environment.

In 2018, the company decided to focus on being an online shopping platform, and now it’s become one of the biggest in Hong Kong.

According to Measurable AI’s datasets for online shoppers’ e-receipts, the company is breaking record every month since January, when the pandemic just started. …


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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 joke.

According to Measurable AI’s datasets for transactional email receipts, people are hoarding items like anti-virus softwares for their computers. Sales from Anti-virus softwares on BestBuy (NYSE: BBY)’s website increased rapidly in recent months with the spread of the pandemic.

Total sales from anti-virus softwares on BestBuy from January to March is up around 30% year over year. Across the whole last year, sales of these items only saw growth during Black Friday, and January used to be an off-season for being right after the holiday season. …


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The “infamous” strategy simulation game Plague Inc gets viral again with the spread of the Coronavirus pandemic. Launched in 2012, the game attracts users with its unique and terrifying theme, yet engages players on public health topics. It’s educational, fun and infectious.

According to Measurable AI’s datasets for transactional email receipts, the Plague Inc app saw a surge in popularity in China during the virus outbreak until February 26 when it was removed from China’s App Store. The developer published a statement saying that it was banned for “includes content that is illegal in China as determined by the Cyberspace Administration of China”. …


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Before the pandemic started, China was supposed to experience its annual ritual Spring Festival Travel Rush (Chunyun) and officials were expecting around 3 billion air plane and train trips. Every year during this longest holiday of the nation, the number of outbound tourists would grow as well. Things are too different this year.

According to Measurable AI’s datasets for transactional email receipts, there’s been a drastic drop in airline and hotel bookings across top travel platforms.

The COVID-19 brought China’s travel giant Ctrip or Trip.com ($TCOM) to a halt. Tourists had to cancel their hotel bookings. For domestic trips, hotel chains were requested to stop business. …


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The impact of the coronavirus outbreak is starting to hit the tech industry in many ways. This week, world’s biggest mobile trade show Mobile World Congress had to cancel. The MWC is known for being one of the most important shows where top phone manufacturers launch new phones, and has always had a big Chinese presence.

Despite the fact that some tech companies had to shut down corporate offices, factories, or retail stores across China, companies whose businesses are not always dependent on brick and mortar stores are getting a break.

Tencent’s two popular mobile games Honor of Kings, and PUBG Mobile continued to stay on China’s top mobile game chart regardless of the brutality outside the virtual world. …


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As of today, the city of Wuhan has been on lock down for 14 days. Outside the quarantine zone of the whole Hubei Province, people in China are not travelling around or gathering for dinner like what they used to during the Chinese New Year. People are advised to avoid going out.

Most local governments and companies have asked their employees to stay home and the date for returning to work are yet to be announced. Moreover, people can not just exit home or anywhere they are easily due to serious travel restrictions in China at the moment. …


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[DIS] [NFLX] Disney+ Launches With A Bang, Is Netflix Being Knocked Out?

Disney launches its own video streaming service Disney+ on 12 Nov 2019, recording over 10 million subscriptions on the very first day. How is it performing after its first month of release?

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MAI Insights

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