Thinking Through Baidu's Q2
Baidu's good Q2 results signal a climb towards a 45%+ upside, but risks remainBaidu had a good Q2 - it beat earnings expectations by 56%, and grew...
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Not Just a Minor Miss: A Dividend Cut Is Inevitable.
Most sell-side analysts considered Dairy Farm’s 1H17 results not too worrisome but "just a minor miss". Sales stayed flat at constant exchange...
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Singapore's Logistics Infrastructure Isn't Quite Ready For Amazon Yet - But That Will Change Quickly
Given its high GDP level, well-developed retail markets, and ubiquitous connectivity, Singapore has disappointingly low levels of retail e-commerce...
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Coupang - Alibaba to the Rescue?
It has been reported in numerous local Korean media in recent days that Alibaba (through its affiliate Alipay) may be ready to invest a significant...
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Matahari Department Store: Management's Key Updates Plus Our Two Cents
PT Matahari Department Store (LPPF IJ) downgrades 2017 SSSG guidance to flat to slight negative, a key information that sent share price tumbling...
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