Last Week in GER Research: Lyft, Rakuten, Lynas, Yunji IPO, Xinyi IPO and Ruhnn IPO
Below is a recap of the key analysis produced by the Global Equity Research team. This week, we update on Lyft Inc (LYFT US) now that it is below...
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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...
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Japan E-Commerce: Digital to Influence 45% of All Retail Sales by 2025
E-commerce is set to account for 15% of retail sales in 2025, double the size of any other channel, and become the biggest channel for physical...
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Japan Mobile: MVNO Data for Q3 Includes Slowest Growth Since 2014 but that Makes Sense for Rakuten
The Ministry of Industry Affairs and Communications (MIC, the regulator) released Q3 (Dec 2018) data for industry mobile virtual network operator...
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🇰🇷 🇯🇵 Smartkarma North Asia • That Was The Week That Was - 18th-24th March 2019
- TW3 NORTH ASIA - This week in North Asia the Smartkarma team Insights were more Bearish than Bullish. Close Outs or Sales were recommended on:...
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