SF Holding Spat, Big Losses at CaiNiao Suggest Changing Relationship Between BABA, CN, Express Cos.
The creation of data-driven logistics firm 菜鸟网路 (CaiNiao Network or 'CN', aka 'Rookie') in 2013 and its subsequent growth has mainly benefited lead...
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Last Week, in Event SPACE (4 June 2017)
In this note, AMMB Holdings Bhd (AMM MK) / RHB Bank Bhd (RHBBANK MK) rekindle a failed engagement; Start Today Co Ltd (3092 JP)’s Maezawa pledges a...
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Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
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EM Tech: Fund Allocations Hit All-Time High
In this report we highlight the rise of technology allocations in global EM funds, with average holdings in tech companies surpassing those in...
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Softbank 4Q16/17 Numbers: Japan Telcos Weak but the Main Interest Is Potential for US Consolidation.
Softbank's (9984 JP) recently released 4Q16/17 numbers were a bit weak on the Japanese domestic telecom side. However, while financial results...
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