Shrinking, Ageing Japan but a Growing Solo Market
Japan's population is contracting but there are areas of growth, particularly the solo market (single people living alone) and the senior market....
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Alibaba (BABA US) – Looking for a Reprieve from Regulatory Headwinds
Alibaba remains in the Chinese regulators' sights, with the share price falling further in 3Q21; yet its valuations, relative to its China peers,...
350 Views
Intel: Changing Names Doesn’t Accelerate a Roadmap
Intel held a technology roadmap update yesterday...the key changes were literally in name only. We'll believe Intel jumping 5 nodes in 4 years when...
183 Views
Kuaishou Lock-Up Expiry - Getting Close to IPO Price, with US$18bn+ Lock-Up. CCASS Movement as Well.
Kuaishou Technology (1024 HK) was listed on 5th Feb 2021 when it raised around US$6bn in its HK IPO. In this note, we'll talk about the upcoming...
548 Views
Seiyu: Back in the Mainstream Thanks to Rakuten
Online is only 3% of food retail in Japan but this is about to change fast. Amazon leads in this race but Rakuten is about to catch up through...
221 Views