BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers
Our negative view on Baozun Inc. (BZUN US) stems from the company’s declining profit margin due to eroding pricing power to key customers, and...
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🇰🇷 🇯🇵 That Was The Week That Was in North Asia - 13th-18th May - "Events, Dear Boy, Events".
A busy week for Smartkarma's North Asian team as the spring earnings announcements reached their peak in Japan after the extended Golden Week...
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Dowa: Zinc TCs and Drop-Out of One-Offs Should Support Strong Growth This FY as the Bottom Is In
Dowa Holdings (5714 JP) announced results after the close with results disappointing as current profit fell 2.8% below guidance which had already...
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U.S. Equity Strategy: The Tweet Heard ‘Round the World
As we write this, the tweet from President Trump regarding an imminent spike in tariffs on Chinese goods has caught financial markets around the...
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Softbank Corp: Key Takeaways from Q4 Include Yahoo Japan Deal and Confidence on Mobile Pricing
There is a lot to unpack from Softbank Corp.'s Q4 18 result announcement including a change in where Yahoo Japan sits within Softbank Group,...
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