bearish•Cainiao Smart Logistics•27 Sep 2023 16:54
Cainiao Smart Logistics IPO: Lacks Viability as a Standalone Business
Alibaba's logistics arm, Cainiao Smart Logistics, files for IPO to raise $1-2bn, but may face challenges due to reliance on outsourced services....
bullish•Yakult Honsha•27 Sep 2023 06:30
Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those with Pricing Power
Japanese inflation peaked at 4.3% in January 2023 but decreased to 3.5%, 3.2%, 3.3%, 3.3%, and 3.2% in the following months. For most items except...
bearish•Yamazaki Baking•21 Sep 2023 06:30
Yamazaki Baking: Breads & Buns Buonce But Valuation Is a Stalemate
Yamazaki Baking's surging stock faces high expectations in 3Q23. With limited valuation upside, the risk-reward balance has tilted unfavorably for...
bearish•Seven & I Holdings•19 Sep 2023 06:30
Seven & I: Challenging Guidance, The US Business Needs to Fire on All Cylinders
Seven & I Holdings' share price has struggled since March 2023, with short-term optimism unlikely due to US business challenges and valuation risks.
bullish•Ryohin Keikaku•14 Sep 2023 21:02