Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US)Â paid US$800 mn increase its stake in money-losing logistics...
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SoftBank (9984) - Doubling Up on the VC Bet?
The suggestion that Softbank (9984 JP) is planning a second, larger, investment fund may well answer the question of what Son plans to do once...
291 Views
Sell Disney; Underweight TV Broadcasters
Internet TV is the most important theme driving Walt Disney’s share price and those of other TV networks We have increased the weighting of this...
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EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
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Rate Hike for ZTO? If Most Leading Express Carriers Refuse to Follow, Don't Bet On It
Shares of ZTO climbed almost 15% last week on news that the company and its so-called "network partners" plan to raise shipping rates in November...
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