E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Ping An Good Doctor IPO Review - Step Aside, Valuation. Solving Problems Come First.
Ping An Healthcare And Techn (1833 HK) is looking to raise about US$1bn from its upcoming IPO and proceeds will be mainly used for business...
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Ping An Good Doctor: Priced to Induce Altitude Sickness
Ping An Healthcare And Techn (1573582D HK) /PAHTG is a leading Chinese internet healthcare company. It announced its IPO price range of...
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Japan Entering a New Era of Capital Efficiency
For years, ROE among Japanese companies languished in low single digits. No more. The average ROE rose to 9.1% in the fiscal year 2017, clearing...
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Japan Telcos: Rakuten Is Allocated 4G Spectrum (1.7GHZ). Now the Hard Work Begins
After some delay, the Japanese telecom regulator (Ministry of Industry Affairs and Communications) announced its 4G spectrum allocation last...
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