Thursday, 14 May 2026
Daily briefing — 2026-05-14
Briefing
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Andrew Tay's iAds zero-conversion period has a name and an owner now: Sam Yap's iAds Social Project firing 3.5k clicks/day on Shein/Trip/Klook/Oppo ID with zero conversions in 15 days. Ask Sam today to verify postback URLs and traffic source before Tay's Thursday post locks the diagnosis as "validation."
Top 6 todayranked, action-mandatory
Sam Yap — iAds Social Project 3.5k clicks/day, zero conversions, expected ~140 from Shein alone
BQ deep-dive 14 May: iAds Social Project (aff_id 1008463, Sam-managed) is the dominant click source from May 5 onward across LIVE Shein, Trip.com, Klook and Oppo ID offers. 4,465 Shein-CPS clicks against an industry-comparable 3.15% conversion rate would have produced ~140 conversions; actual: zero. Yesterday's validation-pipeline framing (5.6% realization) is superseded — the other 88 Raja-managed publishers logged 821k conversions on 87M clicks in the same window. Validation infra is fine; ISP is broken or fraudulent.
Andrew Tay — iAds Vivo traffic dead since late April, Raja Nazaruddin owns, no diagnosis
iads vivo (aff_id 1065674) ran 70–370 clicks/day with 1–7 conversions through April. April 29: 3 clicks. May 1–12: 1–3 clicks/day. Publisher attrition (11→10) flagged a week ago is partly this. Andrew posts Thursdays — yesterday's post window passed with no surfaced update on either ISP or Vivo.
Two named publisher failures concentrated under Sam and Raja now account for the entire iAds zero-conversion period. The 30% legitimate-source target Tay set as the unit's primary strategic goal moves further out of reach with each dormant publisher day.
Ed Guno — Subscriptions May 9–16 sales USD 222 against 33,508 clicks, 85% WoW collapse, cause unknown
USD sales USD 221.97 vs USD 1,436.50 the prior week — click volume held at 33,508, so this is conversion-rate not traffic. Account count discrepancy 14 vs 15 unresolved second cycle. TuneTalk MY at 112 days post-integration, no activation; FoundIt MY/SG/PH 21 days blocked; ProxyCheap May 11–15 window lapsed with no owner. June–July renewal cohort 0% confirmed against –653.7% April margin.
This is the second consecutive week of a sales collapse running into a confirmed-zero-renewal cohort. If the cause is a publisher-mix shift (Ed's May 8 finding — conversions sit in PG-managed minority, not the network), the team needs to know which publisher dropped, not wait another week.
Ask Ed today which publisher cohort drove the USD 222 week, and whether ProxyCheap is being re-attempted or written off.
JC + Jie Ying — Trip violations now centred on Huynh ICT, iAds Stars halt was wrong target
Huynh ICT has replaced iAds Stars as the primary Trip.com violation source per today's PG read; WoW violation volume unchanged, confirming the Stars stop was ineffective. Separately, USD 30k/day TikTok Shop ID gap from Deepleaper's direct shift on 7 May still open; MJ Legaspi's Tier 2 upsize is the only documented forward action.
Trip's commercial side has been waiting eight days for a remediation owner. Walking in with "we stopped Stars" is now demonstrably the wrong fix; Trip will ask why Huynh wasn't caught in the same review.
Press JC by Monday: is Huynh subject to the same traffic-quality criteria applied to iAds Stars, and who is the named Trip-side contact owning the reset.
Umar Naqshbandi — Oppo KLCC 48 hours out, no crew or call sheet on record
Roadshow Sunday 17 May; Umar holds nominal production ownership but no crew, schedule, or logistics has entered any tracked system overnight. INVVM-1746 crossed due date today on a 43-invoice unattended stack anchored by INVVM-1382 (Feb 2025). Three content deliverables now 7–10 days overdue, still unassigned. 13 staff carrying a 76-deal portfolio with Andrew Tai as sole named commercial accountability.
A client-facing event 48 hours out without a call sheet is reputational exposure Andrew Tai will absorb next month. Oppo is one of the few brand commitments live during the May halt — slipping it telegraphs the halt isn't selective.
Today: confirm with Umar that crew, call sheet and shoot schedule exist; ask Andrew Tai who is collecting INVVM-1746 now that it has breached.
Wing Loon — TikTok daily validation 1 day past ETA, Shopee + TikTok Enterprise reporting still dark
Kai Shen's TikTok validation card past its 14 May go-live target with no posted ETA. Today's May 12 revenue was revised upward to MYR 564M (from yesterday's 477M read) — capture-timing artefact, not an intraday move, but it underlines that without TikTok validation the daily reads are provisional. Five critical security holes (PDF generator, UI carousel, chart library, eval-RCE, var_dump exposure) still unassigned 9 days. Jessie Tong sole owner of Group audit (22 Jun), Annual Tax (29 Jun), IATH VAT refund.
Enterprise's two largest channels are reporting on stale data exactly when Trip and Deepleaper consequences are landing. Wing carries the dashboard, the validation, the CVEs, and Jessie's stack with no deputy named anywhere.
Watch
- 8d** TikTok as cross-BU SPOF — iAds 43.82% brand contribution, AG TikTok Shop ID USD 30k/day loss, GS validation API. Promote next cycle if exposure persists.
- 6d** Dormant offer cluster — FlowerAdvisor PH (541d), Havaianas, Net-a-Porter, Pets Wonderland (480d+) still receiving live publisher clicks, no AG outreach scheduled.
- 5d** Cashiu — installs 1,685 (Mar) → 506 (May), DAU up 237% to 175, buyer rate 59.8%. Product converts better; funnel is thinning. cashiu-mobile-1.26.0 past 14 May target.
- 18d** Claude Team Plan — 17 days to 1 June cutover, still unapproved and uncosted. Promote or accept slip.
New facts to rememberappended to the persistent fact base
- iAds zero-conversion diagnosis:two named publisher failures — Sam Yap's iAds Social Project (3.5k clicks/day, zero conv on Shein/Trip/Klook/Oppo ID) and Raja Nazaruddin's iAds Vivo (traffic dead late April). Validation pipeline itself is healthy.
- Dormant publisher portfolio:three cohorts — Freeze 125,370 publishers / MYR 1.306M, Inactive 32,989 / MYR 396.9k (the unowned opportunity), Freeze→Active transitioning 1,340 / MYR 22,920. Supersedes the MYR 397.5M entry.
- Enterprise PG May pace:~MYR 140k/day actual vs ~MYR 105k/day required to close MYR 3.74M target — May P&L closure not the issue; June+ initiative pipeline is.
- CMV Affiliate gross-vs-net reconciles:BQ gross ~MYR 39k/month minus ~MYR 30k staff costs (Daphne, Linh, Denise, Rizky, Salwa) ≈ MYR 5–9k net, matches P&L MYR 5,481.
Cross-BU signals (extended)
Patterns spanning multiple business units