A Site Visit: Alibaba (BABA) Successfully Integrates “New Retail” into RT-Mart of Sun Art (6808 HK)
We visited one of RT-Mart supermarkets (Photo 1~15) after Alibaba announced that it has reformed 100 of RT-Mart stores into “new retail”. We found...
521 Views
CDR Pilot Program Update - Xiaomi First, Baidu Next? BABA and JD Coming Behind
Since I wrote on the official launch of the CDR Pilot Program (see Insight Stream at right) as announced by the CSRC 11 days ago and the next day...
296 Views
Pennock Idea Hub AI Readings - AI Is Changing the Face of Retail, Quantum Computing Heats Up & More
A selection of articles and analysis on topics in Artificial Intelligence. In this week's edition of AI readings we look at articles focussing on...
98 Views
Last Week in Event SPACE: Toshiba, Altaba, Sanyo. APA, HAECO, Avichina
Last Week in Event SPACE ... Games of chicken in Altaba Inc (AABA US)'s tender offer A rational event investor should buy Toshiba Corp (6502 JP),...
210 Views
Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
120 Views