Depth
Seven & i: Oh Konbini, not an outright rejection
Seven & i’s special committee has made public a letter responding to Alimentation Couche-Tard offer, stating its willingness to consider any proposal in good faith.
Depth
Kaventon Depth consists of longer discussion surrounding business and culture in Asia. They are essential reads for understanding market developments.
Depth
LVMH: Going big on little luxuries
Luxury companies are expanding their portfolio into fragrance and beauty products, as seen by the creation of entire new divisions and string of acquisitions lately.
Depth
LINE, Yahoo and PayPay: Japan’s SuperApp in the making
With the ambition to create even more value for their users, LYC is looking at ways to bundle services and benefits in a digital ecosystem combining LINE, Yahoo! JAPAN and PayPay.
Depth
An 'Ancora' moment for China luxury
The global luxury industry has reeled from the macroeconomic slowdown in China. However, the previous boom from 2015 to 2019 had already solidified Chinese consumption as the structural driver of European luxury houses.
Depth
Budweiser APAC: Twin growth engines from China and India
What is most compelling is the fact that Budweiser APAC participates in both China and India, the twin growth engines in Asia. China may dominate the headline for now, but India is rapidly catching up to be a substantial market.
Depth
Techtronic: Attack on Titan
On the last Thursday of February 2023, a lesser-known short seller was catapulted into the limelight for its scathing report on a titan in the power equipment industry.