Editorial · Issue 07

Intelligence from the
bay floor.

Macro-trends, supply-chain shifts and algorithmic pricing data shaping the $65B+ Asian automotive aftermarket. Written by the desk, for the desk.

DATA REPORT· Q1 · 2026

Why hybrid brake-pad margins are shifting in Dhaka.

A 31-page Q1 logistics report covering the 14-point shift in OEM hybrid-pad landed cost, the JOY tier-lock margin curve, and three actionable arbitrage windows we exploited on behalf of pilot workshops.

31 pages · 14 charts · proprietary dataRead
EXPANSION· Feb · 2026

The Malaysian Blueprint.

Pre-mapping Kuala Lumpur — the 12-week sourcing matrix that turned Dhaka launch playbook into a regional template.

8-min readRead
THESIS· Jan · 2026

The $65B aftermarket nobody priced in.

South Asian auto-aftermarket TAM, repriced. Why the trade-credit shadow market is the real unlock.

Series A thesis · founder essayRead
BENCHMARK· Dec · 2025

JoyScore — the credit-bureau Bangladesh never had.

How we underwrote ৳ 23.4 Cr of trade credit in 6 months without a single guarantor — and the 14-feature ML model the underwriting desk now ships every Friday at 09:00 BST.

Methodology · 6-month cohortRead
OPS· Dec · 2025

Dispatch in 22 minutes.

Cross-hub routing maths that compressed the average DHK→bay-floor handoff from 2 h 18 m to under 22 min.

Logistics deep-diveRead
MARKET INTEL· Nov · 2025

The algorithmic pricing war on Toyota Hilux OEM filters.

Five competing Dhaka distributors. One SKU. Twelve weeks of intraday tier-price observation. The dataset that became the foundation of the JOY arbitrage engine — and why we believe price is the most under-engineered surface in the South Asian aftermarket.

Dataset · 18,000 price pointsRead
FIELD NOTE· Nov · 2025

Sylhet bay-floor field journal.

Three days inside a 14-bay workshop running Trade OS in production. What broke. What worked. What ships next.

Founder field noteRead
New essays every Friday · 09:00 BST · written by the desk