E-Commerce in Japan: Omnichannel Consolidation
​E-commerce growth in Japan remains strong post-Covid, set to overtake convenience stores by 2025-26, with omnichannel model becoming dominant for...
392 Views
Trial Holdings IPO - Not Wholly Convinced but a Strong Market Should Help
Trial Holdings (5882 JP) (TH) is now looking to raise up to US$259m in its Japan IPO, after having canceled its prior listing attempt last year. In...
984 Views
TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023
This insight (from Feb 2023) discusses the annual TOPIX Liquidity Factor (LF) removal event (which we call the "Big April Basket"). It might be a...
818 Views
[Blue Lotus Daily - TMT Update]: 700 HK/1810 HK/BIDU/JD/BABA/PDD/1024 HK/3690 HK/WB/4689JP/4755JP
​Google's Gemma is an important move for client-side AI; Douyin shifts focus away from takeout; and Temu gains popularity in Japan.
246 Views
Trial Holdings Pre-IPO - Updated Peer Comparison and Valuation
Trial Holdings (5882 JP) (TH) is now looking to raise around US$234m in its Japan IPO, after having canceled its prior listing attempt last year....
427 Views