India Internet & Consumer Weekly | Facebook, ByteDance, Samsung, Xiaomi & Amazon
This insight is inspired by Smartkarma's Insight provider Ming Lu and his weekly insights like China Internet Weekly (17Aug2020): Top...
301 Views
Beyond Meat (BYND US): Margins to Improve from 2Q Lows; Buy at Bargains
Beyond Meat (BYND US) reported a 17% growth in 2Q2020 revenues vs the previous quarter despite COVID-led restrictions depleting demand from...
393 Views
TRACKING TRAFFIC/Containers & Air Cargo: No, Virginia, Container Rates Are NOT Spiking!
Contrary to recent media reports, there is no evidence in the June numbers of an alleged spike in container rates in the Pacific. In fact, our...
272 Views
TMT Weekly: 3 Things that Stood Out The Week of 6/19/2020
This week we highlight Shopify's compelling aggregation strategy, along with some thoughts on Instacart, Walmart, Oracle, and Slack. Obex’s...
253 Views
Dada Nexus Announces US$15-17 Per ADS Range, Our Sum-Of-Parts Approach Yields US$14.60 Target
On Monday in the US Dada Nexus (DADA US) issued an updated prospectus that features a price range of US$15 to US$17 per ADS. Assuming US$16 per ADS...
354 Views