Slack IPO: What to Make of Financial Guidance & Detailed Quarterly Results
Should we view the revenue guidance of $590 million to $600 million for full FY 2020 negatively or positively? Remember, this is the first guidance...
657 Views
Slack IPO: A Growth Story with No Profits; Disappointing FY20 Guidance as Slack Nears Public Debut
In our previous insight on Slack Technologies Slack Technologies: Unsustainable Growth and No Path to Profitability; Slack is Not Our Choice, we...
599 Views
Subaru: Joint BEV Development with Toyota Matters; Toyota's CASE Strategy Becoming Clearer
Subaru Corp (7270 JP) just announced a partnership with Toyota to develop a BEV dedicated platform for mid and large sized passenger vehicles,...
628 Views
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...
475 Views
🇰🇷 🇯🇵 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...
524 Views