Westfield Makes Right Moves in Battle for Customer
The outlook for Retail REITs is more clouded than usual given the uncertainty as to long-term implications of the shift towards digital retailing....
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Hello, HelloFresh: German Meal-Kit Firm's Flexible, Asset-Light Model Bests Blue Apron's Approach
Introduction: Hello, HelloFreshBerlin-based meal-kit company HelloFresh plans to list in Frankfurt soon, and hopes to raise as much as 300 mn Euros...
465 Views
China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities
Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for...
284 Views
Microsoft Corp – Mixed Reality Or Mixed Reactions?
While the other companies of the FAMGA acronym[1] have been busy building “the best iPhone ever”, crushing the competition across a variety of...
206 Views
It's Been Time to Revisit Li & Fung in Recent Weeks
In this piece I want to discuss the shifting perceptions of Li & Fung Ltd (494 HK). What was wrong with the Company and how changes are now...
388 Views