Bodyfriend IPO Preview: Part I (Goodbye Osim, Hello Bodyfriend)
Bodyfriend is the dominant manufacturer of premium recliner massage chairs in Korea. Bodyfriend is the Korea version of Osim International Ltd...
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VW - Is Audi Going After Tesla?
All of a sudden, Volkswagen (VW) appears to have, admittedly very quietly, declared war on Tesla. Not content with an all-electric SUV based on...
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Cyberdyne: Citron Ups the Ante
Ever since Masayoshi Son brought his clunking fist down on CLSA for a "Sell" report on Softbank, sell-side analysts in Japan have been...
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Summer (Mis-)Adventures in Luxury Retail: Why to Avoid Coach (6388:HK / COH:US) For Now
This Summer we visited over a dozen premium handbag stores in New York City and Honolulu in order to better understand the issues facing Coach and...
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Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
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