Slack IPO: A Growth Story with No Profits; Disappointing FY20 Guidance as Slack Nears Public Debut
In our previous insight on Slack Technologies Slack Technologies: Unsustainable Growth and No Path to Profitability; Slack is Not Our Choice, we...
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Subaru: Joint BEV Development with Toyota Matters; Toyota's CASE Strategy Becoming Clearer
Subaru Corp (7270 JP) just announced a partnership with Toyota to develop a BEV dedicated platform for mid and large sized passenger vehicles,...
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BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers
Our negative view on Baozun Inc. (BZUN US) stems from the company’s declining profit margin due to eroding pricing power to key customers, and...
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🇰🇷 🇯🇵 That Was The Week That Was in North Asia - 13th-18th May - "Events, Dear Boy, Events".
A busy week for Smartkarma's North Asian team as the spring earnings announcements reached their peak in Japan after the extended Golden Week...
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Sony and Microsoft Form Cloud Gaming Partnership in a Bid to Compete with Google’s Stadia
Sony and Microsoft have partnered to work on cloud game streaming and artificial intelligence. In the cloud game streaming landscape, Sony is...
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