Amazon's COVID-19 ESG/CSR Blunders Are Fast Becoming Real Investment Risks
One of the challenges in taking an "alpha-first" approach to ESG investment research is that it isn't always possible to make the connection...
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Oisix Ra Daichi: The Fastest Online Grocery Shopping
Oisix ra daichi (3182 JP) is one of Japan’s leading online food sellers and by the time you read this should have completed its move to the First...
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Setting up Reference Points for Dada Nexus' 'Dada Now' Local Delivery Business
In this note we seek to provide context so investors can better understand the business model, scale, and growth of Dada Now (DDN), the local...
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Facebook: Going Full Alibaba?
Facebook announced an integrated eCommerce feature this week. The stock was up 10%. We think that was waaaay low.Obex’s fundamental research...
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After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
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