Wal-Mart CEO Feedback – a Change of Strategy in Asia
We participated in a conf. call with the CEO of Wal-Mart International this week who gave some insight into Wal-Mart’s evolving M&A strategy in...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
644 Views
SCMA - Driven by the Old and the New - On the Ground in J-Town
A 1-on-1 call with Surya Citra Media Pt Tbk (SCMA IJ), after the dust had settled post its FY17 results, revealed indications of a strong 1Q18...
306 Views
JD.com Takes 9.9% Stake in China Logistics Property Holdings (1589:HK): Validation & Valuation
After hours on Monday, April 30th, China Logistics Property Holdings Co Ltd (1589 HK) announced that it will sell 321 mn new shares to JD.com Inc...
471 Views
TVB: A Discussion with Management
Television Broadcasts Ltd (511 HK), Hong Kong's largest free-to-air broadcaster, touched a ten-year low last week, three months after the lapse of...
365 Views