TMT Weekly: 3 Things that Stood Out The Week of 6/19/2020
This week we highlight Shopify's compelling aggregation strategy, along with some thoughts on Instacart, Walmart, Oracle, and Slack. Obex’s...
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TMT Weekly: 3 Things that Stood Out The Week of 6/12/2020
This week we highlight Snapchat's platform ambitions, the rebound in social media ad dollars, and the conclusion (?) of the Grubhub deal...
248 Views
Saltlux IPO Valuation Analysis
In this insight, we provide a valuation analysis of Saltlux (SLTX KS). In addition, we provide additional fundamental details of the company,...
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Japan Fashion E-Commerce: Direct Investment by Retailers on the Rise
Fashion is the fastest growing and largest category in the e-commerce channel in 2018. Fashion items are easy to stock and ship and low...
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JD.com Secondary Listing: Capital Allocation and Balance Sheet Efficiency Views
JD.com Inc (ADR) (JD US) has covered its Hong Kong secondary listing, according to press reports. JD.com will price its Hong Kong offer on 11 June....
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