India Internet & Consumer Weekly | Apple, Amazon, PhonePe, Alibaba, Xiaomi, PayTM
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
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Walmart Enters as the Latest Bidder for TikTok: Can Walmart Overcome Retail Rivalry from Amazon?
In our previous insights, we discussed TikTok’s potential sale of its business in the United States, Canada, Australia and New Zealand to...
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Kioxia IPO Initiation: Not Just a Flash in the Pan
Kioxia (6600 JP) is the world’s second-largest player in the NAND flash memory market. Toshiba Memory Corporation (TMC) officially changed its name...
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Softbank – PM Masa Raising Cash From the Dusty Telco
Softbank looks set to continue its transition into the ultimate momentum fund as PM Masa’s scrabble bag looks set to get a workout. Softbank Group,...
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Tencent - We’re Down With APT
* Solid Result: Despite the net transaction loss increase of AUD 20.6 mn (93%), we note particular improvement in Afterpay’s fundamental metrics:...
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