Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US) paid US$800 mn increase its stake in money-losing logistics...
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Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
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Singapore's Logistics Infrastructure Isn't Quite Ready For Amazon Yet - But That Will Change Quickly
Given its high GDP level, well-developed retail markets, and ubiquitous connectivity, Singapore has disappointingly low levels of retail e-commerce...
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Yahoo Japan - Delivery Service Primer
Yahoo Japan Corp (4689 JP) is one of our focus stocks for 2017 - as well as being attractive in its own right, it is also a way to play the...
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Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
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