Rakuten, Inc. (4755.T) is the sixth-largest e-commerce company in the world and is often referred to as ‘the Amazon of Japan.’ Besides e-commerce, the company has built up a comprehensive ecosystem that includes travel, advertising, membership cards, sport and event management, bank, securities trading, insurances, communication and messaging services, TV, digital content, and many more services. Rakuten runs a sophisticated loyalty program that encourages customers to cross-use all services in this ecosystem. Continue reading “Rakuten – Underestimated Potential?”
Vipshop Holdings Ltd (VIPS) is China’s leading online discount retailer. Through flash sales, the company sells products at deeply discounted prices for limited periods over its websites (vipshop.com, vip.com, and lefeng.com), mobile applications, and offline stores.
Continue reading “Vipshop – Bargain Hunting in Uncertain Times”
Yum China Holdings Inc. (YUMC) is the largest restaurant and fast-food chain company in China. The company runs over 8,700 restaurants in more than 1,300 cities. Yum China possesses, as an independent entity, a 50-year renewable master license from U.S.-based multinational YUM! BRANDS for KFC, Pizza Hut, and Continue reading “YUM CHINA – China is Getting Hungrier”
Ctrip.com International Ltd (CTRP) is China’s largest and the world’s second largest online travel agent by market capitalization. With over 300m users the company is a leading provider of online travel and related services, including accommodation reservation, transportation ticketing, package tours, in-destination services, and corporate travel management in China. Continue reading “Ctrip.com – Plenty of Room for Growth”
TAL Education Group (TAL) is the largest public listed education company by market cap in the world. The company offers comprehensive tutoring services to students in China. TAL stands for ‘Tomorrow Advancing Life.’ Continue reading “TAL Education – Education is the Best Investment”
Fast Retailing Co. Ltd (9983.T) is the company behind the labels UNIQLO, GU, Theory, Comptoir des Cotonniers, Princesse tam.tam and J Brand. The company, which runs more than 3,400 stores worldwide, ranks second in market capitalization and third in sales among major global apparel manufacturer and retailers such as Inditex/Zara and H&M. Continue reading “Fast Retailing – Ambitious Goals”