Z Holdings (Neutral) - PayPay Rebranding of ECommerce; We Remain Cautious in a Rebuilding Year
Z Holdings will integrate its two eCommerce platforms but this appears to be more about ambitious growth targets for fintech. We are publishing new...
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Amazon’s Grubhub Deal Worse for DoorDash than Uber
Amazon's deal with TKWY's Grubhub is great for Prime members... and not great for DoorDash investors, whose fledgling Dashpass subscription has...
464 Views
Pure Storage (PSTG): Market Leader Facing Commoditization of Its Products
Market share losses are likely occurring and the "recurring revenue STaaS" story may be decelerating amidst competition, pricing pressure, and...
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Fixing the Supply Chain
In an interesting turn of things, a leaked internal memo from Amazon dated back to the mid of 2021 showed that the company could run out of...
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SenseTime Lock-Up -Investment Blacklist Will Further Pressurize the Upcoming US$18bn Lock-Up Release
SenseTime Group (STG) raised US$741m in its Hong Kong IPO in Dec 21. The lockup on the pre-IPO and cornerstone investors will expire later this month.
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