Rakuten (4755 JP) & Yahoo Japan (4689 JP) Are Battling for Share in the Growing Japanese EC Market
Japan's B2C e-commerce industry is growing sales volumes close to 10% YoY each year, but the level of online activity remains behind other...
551 Views
Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
2.6k Views
Smartkarma Originals
A Bull Investment Case for TSMC (In-Depth Version)
Taiwan Semiconductor Mfg Co has dominated the foundry segment over the past two decades. With revenues of $33 billion in 2017, the company had a...
1.7k Views
Business Happenings in the Americas that May Be “Below the Radar” - Week Ending January 17, 2019
Highlights of significant recent happenings include: Substantive Deep Dive - Canada's BlackBerry Ltd (BB CN) seeks to be the go-to provider...
545 Views
Apple (AAPL): Reduces Prices in Mainland China - Right Action, But Not Enough
Tim Cook passed the buck to the weak sales in China. However, we believe China’s retailing is running well based on our visits to shopping malls...
604 Views