Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
340 Views
Inditex: Fast Fashion - [Business Breakdowns, EP.196]
Inditex's success in fast fashion industry is attributed to vertical integration and decentralized decision making Alistair Whittet from Acus...
309 Views
2023 High Conviction: Trent Ltd (TRENT IN) - Transformational Growth in Progress.
Trent can emerge as one of the leading players in India's fast-growing organized retail segment; Better visibility and conviction of growth from...
560 Views
Trent Ltd: Trending Multi-Brand, Multi-Format Retailer. Value Fashion to Home Grocery
Better positioned to ride the growth in personal discretionary consumption in India with its youth-focused, highly affordable Zudio brand of retail...
251 Views
The Launch of AllyLikes (Backed by Alibaba): Further Competitive Pressures on SHEIN, ZARA, and H&M
In this insight, we discuss the recent launch of allyLikes, which is backed by Alibaba Group (9988 HK). The core business model of allyLikes is...
409 Views