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...
673 Views
GoTo (GOTO IJ) - A Leaner Green Machine
GoTo's focus will be on affordable products, some new premium offerings, and increasing higher take rate lending products through GoPay, with...
406 Views
HSCEI Dividend Futures: Shrinking OI; Fair Value Estimates Show Upside
We see the HSCEI 2024 div futures slightly underpriced with the potential for more upside. There are risks to the trade, mainly from the banks and...
455 Views
Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside Of US Retail
Recent data points show SHEIN and Temu are beginning to have noticeable impacts on US industries other than retail, including domestic express...
659 Views
GoTo (GOTO IJ) - Completing the Circle
GoTo (GOTO IJ) has legally completed the transaction to sell 75% of Tokopedia to TikTok, paving the way for higher growth and improving...
565 Views