Opportunities to Capture the New Digital Health Consumer (Introduction) - Part 1
INTRODUCTION Key Findings Meet a new consumer type: Connected Consumers WHO IS THE DIGITAL HEALTH CONSUMER? HOW DO YOU ENGAGE THE DIGITAL...
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SCMA - Trading Places - On the Ground in J-Town
A meeting with Surya Citra Media Pt Tbk (SCMA IJ) in rainy Jakarta late last week revealed a brighter picture ahead, with its audience share taking...
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Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
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The State-Owned and Baidu Backed Online Grocer that Loses Lots of Money
We believe COFCO Womai Ltd (1556961D HK) may run out of money over the next 1.5-2 years. Womai, a leading online grocery chain in China, plans to...
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Xiaomi IPO Preview: $50 Billion Valuation Is a Leap of Faith
Xiaomi is a Chinese firm best known for making feature-laden but affordable smartphones. Valued at around $46 billion in a late 2014 fundraising,...
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