KKR & Rakuten Ignite Online Food Battle with Seiyu Purchase
E-commerce has less than 3% share of Japanese food retailing. This will change dramatically in the next 3 years, led by Amazon but also by Rakuten...
660 Views
Matahari Department Store (LPPF IJ) - Slow Transition to Newness
Matahari Department Store's latest strategies such as the relaunch of Matahari.com and its collaboration with Bank Nobu seem sensible but it may...
331 Views
The Walmart Japan Sell Off: A Huge Gain for Rakuten
We predicted the sale of Seiyu by Walmart to Rakuten and this is now happening (with KKR funding). It is a huge step for Rakuten in the war for...
346 Views
Berli Jucker (BJC TB) - Calm After the Storm
Leading Thai consumer company Berli Jucker (BJC TB) had a reasonable start to the year but COVID-19 has taken its toll in 2Q2020, with lockdown...
465 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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