Last Week in GER Research: Pindoudou, China Tower, Cango, Amazon, Aurora, Hope Ed., Ascletis and STX
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight bullish research on Pinduoduo,...
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A Disturbing Trend Among Korean Investors but an Opportunity for Smartkarma & Others?
There has been a disturbing trend among many Korean investors (many of whom are retail) that is worth noting, which is the fact that there has been...
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Japanese E-Commerce Breaks ¥16.5 Trillion in FY2017
The Ministry of Economy, Trade & Industry (METI)’s annual e-commerce survey confirms strong growth in 2017, up 9.5% on the previous year....
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Seven Eleven’s New ‘Net Conbini’ to Advance Disruption in Food Retailing
Seven & I (3382 JP) announced the next phase in its omnichannel strategy last month. It will roll out its Seven Net Conbini service across...
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Altaba Tender Update - One Week To Go and YJ Sales
On June 7th, Altaba Inc (AABA US) announced that it would launch a Tender Offer to buy back up to 195mm shares of its own in return for Alibaba...
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