Smartkarma Originals
D2C Brands in Asia: Disruption Potential in Consumer Space
Insights for investors based on comparative study of Asia D2C landscape across India, SE Asia & China.Analysis of relative segment attractiveness....
2.4k Views
Unilever: When Two Heads Are Not Better Than One. What About BHP's DLC?
Back on the 11 June, Unilever NV (UNA NA) / Unilever PLC (ULVR LN) announced it will (finally) unify its dual Anglo-Dutch corporate structure under...
519 Views
U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
216 Views
Toxic Cocktail
Increasing Systemic Risks:Events are moving quickly and the fluidity of this pandemic has created a destructive amount of market volatility,...
319 Views
Beyond Meat Slips Bellow $100 in the Wake of Lock-Up Expiry Despite Strong 3Q2019 Results
Beyond Meat became one of the hottest IPO’s of 2019 as the stock price appreciated 840% from the IPO price within just 3 months from the IPO. At...
478 Views