A Pricey Deal in Hindsight, Walmart? India Reviews Policy - Amazon, Walmart May Need to Rejig Model

FRETAIL IN | Store Visits Indicate Large Format SSSG to Be Maintained

Visit Note | The Case For "Kirana" Stores & Their Fight with Modern Retail

Reliance Jio's New Feature Phones Likely to Add Pressure on Smartphone Sales in India

Walmart's Takeover of Flipkart Could Heat up India's Retail and Political Scene

Jeff Bezos' Letter to Amazon.com Inc's Share Owners - Did It Hint on the Bid for Flipkart in India?

Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Event-Driven

One of the biggest business headlines of 2007 in India was <a href="https://www.smartkarma.com/entities/11134" target="_blank" data-smartkarma-citation="entities:11134:1">Wal Mart Stores Inc (WMT US)</a> ’s announcement to enter the Indian market. Unbeknownst to most at the time, 2007 would also mark the onset of e-commerce as we know it in the country. Flipkart launched its operations with just two members and 20 shipments that year. Eleven years later, the paths of these two behemoths have crossed.On 9th May, Walmart announced that it would acquire a 77% stake in Flipkart for nearly USD 16bn, valuing the…

One of the biggest business headlines of 2007 in India was Wal Mart Stores Inc (WMT US) ’s announcement to enter the Indian market. Unbeknownst to most at the time, 2007 would also mark the onset of e-commerce as we know it in the country. Flipkart launched its operations with just two members and 20 shipments that year. Eleven years later, the paths of these two behemoths have crossed.On 9th May, Walmart announced that it would acquire a 77% stake in Flipkart for nearly USD 16bn, valuing the…

Walmart-Flipkart Deal Likely to Force Amazon To Loosen Purse Strings in India