Apple (AAPL): Reduces Prices in Mainland China - Right Action, But Not Enough
Tim Cook passed the buck to the weak sales in China. However, we believe China’s retailing is running well based on our visits to shopping malls...
597 Views
JD.com (JD): Time to Accumulate - Answers to Typical “Buts”
We believe JD has upside 100%+ for the year end 2018. We answer typical “buts” in the market: ---- “But Richard Liu was accused.” ---- “But JD is...
564 Views
China's Consumers/Banks/Bond Market and Defaults/Trade Wars/Marxism
China News That Matters Good news for China's consumers, Alibaba Group Holding Ltd (BABA US), JD.com Inc (ADR) (JD US) and Suning Commerce Group Co...
190 Views
The Week That Was in NorthAsia@Smartkarma: Itochu/FamilyMart, Samsung, Suruga, & Renesas
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Itochu Tender For FamilyMartTravis Lundy explained the...
177 Views
Why Are Laox and Locondo Buying Shaddy, a Traditional Gift Direct Marketer?
Laox Co Ltd (8202 JP), a Japanese retailer majority owned by Suning Commerce Group Co A (002024 CH), has agreed with Locondo Inc (3558 JP), an...
231 Views