Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
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2019 Alibaba’s Singles’ Day: Live Streaming, Brands Pivoting to WeChat Mini-Program and Fake Orders
Key takeaways from interviews with merchandisers who participated in this year’s Double 11 Festival, on live streaming, brand merchandisers’...
367 Views
Estee Lauder China Q3 2019 Survey: Accelerating Momentum Aided by Unauthorized ReSeller Transactions
FQ1 2020 Estimates:Based on our offline store checks in mainland China, we see continued sales growth momentum for Estee Lauder Companies Cl A (EL...
363 Views
UNVR IJ: Stiff Competition to Reduce Unilever Indo's Lofty Valuation Premium
Unilever Indonesia (UNVR IJ) has long been dubbed as the proxy for the rising middle-class domestic consumption story in Indonesia and enjoyed a...
560 Views
Shiseido Vs Kose--One of These Two Expensive Cosmetics Makers Is a Buy
Shiseido's New CEO Nearly Quintuples Market Cap: Since CEO Uotani took the helm at Shiseido back in June 2014, the stock has risen by 379%, with...
2.7k Views