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...
479 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...
530 Views
Sony and Microsoft Form Cloud Gaming Partnership in a Bid to Compete with Google’s Stadia
Sony and Microsoft have partnered to work on cloud game streaming and artificial intelligence. In the cloud game streaming landscape, Sony is...
535 Views
Smartkarma Originals
🇯🇵 Japan • Internet Sector Review - 'Japan Passing'
There are currently 241 listed Japanese companies that can be categorised as Internet businesses. Our classification overlaps with the TOPIX-33...
1.3k Views
U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
502 Views