TMT Weekly: 3 Things that Stood Out The Week of 6/19/2020
This week we highlight Shopify's compelling aggregation strategy, along with some thoughts on Instacart, Walmart, Oracle, and Slack. Obex’s...
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Tencent – No After-Taste
*Deal Already Paying Dividends: Afterpay (APT.AU) gave an update on its US business where it has surpassed 5 mn active customers - with at least...
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U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
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Tencent – Pricey Aussie Transaction
* Small Investment Stake In Aussie Fintech Firm: Tencent (700.HK) filed a substantial notice that it took a 5% stake in Afterpay (APT.AU) via...
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JAPAN Retail & Covid-19: FMCG Gain Amid Nationwide Retail Pain
Japan is suffering as much as anywhere from the current coronavirus crisis. At least until March, the biggest issue was the country’s huge reliance...
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