Tesla Placement: Pushing the Limits
Tesla Motors (TSLA US) announced plans to raise up to $2.3 billion through an underwritten registered public offering. Tesla intends to use the net...
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Surging Chinese Demand For "Contactless Delivery" Will Accelerate Drone Adoption in E-Commerce
China is poised to become the world's first true adopter of mainstream drone technologies, and the coronavirus has just accelerated that. Drone...
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Japanese E-Commerce Review 2020: Softbank/Z, Rakuten and Amazon to Dominate Further
What statistics are available suggest that Japan lags behind China, USA and the UK in terms of e-commerce penetration but this position overlooks...
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Record Results for 11st & Other Major Korean E-Commerce Players Likely in 1H 2020
In this report, we provide an analysis of 11st and other major Korean e-commerce companies that are likely to have record results in 1H 2020. Due...
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Google: Mediocre Results, Mediocre Disclosures
While we are long term holders of Google, we think this quarter’s report was the most disappointing of large cap tech, and given Google’s crowded...
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