KDDI and Lawson: Building an Ecosystem from a Base of Loyalty Points
​KDDI's acquisition of 50% of Lawson is probably a strategic move towards building an ecosystem to compete with Rakuten and LY, using loyalty...
475 Views
Shifting Its Planned IPO from New York to London Won't Address Key Risks Facing SHEIN
Shifting SHEIN's IPO from New York to London would not mitigate the risk of US de minimis reforms; plus, new EU rules for large e-comm and social...
674 Views
E-Commerce in Japan: Omnichannel Consolidation
​E-commerce growth in Japan remains strong post-Covid, set to overtake convenience stores by 2025-26, with omnichannel model becoming dominant for...
393 Views
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
1.3k Views
TLNE: Nuclear Shareholder Value
TLNE announced the sale of Cumulus Data to Amazon Web Services for $650 million. The transaction value is more than we were expecting and includes...
361 Views