Business Happenings in the Americas that May Be “Below the Radar” - Week Ending December 22, 2018
Highlights of significant recent happenings include: Feeding the Dragon - Sumitomo Corp (8053 JP) buying into massive Chile copper...
863 Views
Starbucks (SBUX): China Strategy Reaped by Luckin’s Parasitical Tactic, a Visit and Case Study
We believe Luckin copies SBUX’s site selection, but chooses low rental places close to Starbucks shops. Starbucks plans to add delivery business...
1k Views
Sell/Avoid Baidu: A Fiduciary Nightmare, Adopting Global Worst Practice
For those with a fiduciary duty, we think Baidu Inc (ADR) (BIDU US) offers a potential nightmare. It seems that the ADS shares are effectively...
464 Views
Weimob IPO Preview: Aggressive Accounting Makes a Big Dent in the Growth Story
Weimob.com (1260480D CH) is a combination of a SaaS software and an adtech (targeted marketing) business. Weimob is the largest third-party service...
700 Views
AsiaInfo IPO Valuation: Not Enough of a Discount
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
599 Views