What’s going on? Global investors’ plans to demand higher shareholder returns from Samsung C&T (construction and engineering arm under Samsung Group) gradually ended. This suggests that South Korea’s boardroom etiquette hasn’t changed like the country aims to. What does this mean? Why should I care? The bigger picture: The Reshaping has barely started Zooming out: We all…
Tag: tech
Ep 184: Apple x AI
What’s going on? Apple made plans to integrate Google’s Gemini AI engine into its smartphones. What does this mean? Why should I care? The bigger picture: The situation is bad, but not that bad Zooming out: Is AI better than traditional technology? Content source: Finimize (2024) Smart Phone. Available at: https://finimize.com/content/smart-phone [Accessed on Mar 19, 2024]
Ep 180: Alibaba’s 2Q joy and misery
What’s going on? Alibaba reported surprisingly good Q2 results. What does this mean? One special thing about Alibaba is that it’s so big that at least one of its businesses is destined to thrive in any market scenario. This time, those businesses are: Taocaicai’s (fresh food platform), whose transactions value boomed by more than 200%…
Ep 142: HSBC’s better-than-expected quarterly earnings and Asian expansion plan
What’s going on? HSBC posted better-than-expected quarterly earnings It admitted it’ll need to start expanding into Asia sooner. What does that mean? HSBC has had two big challenges lately: it’s been making less from lending due to ultra-low interest rates, while simultaneously having to set aside enough cash for bad debt allowances; Even though last quarter’s…
Ep 79: Konnichiwa Ocado
What’s Going On Here? Shares of Ocado – the British online grocery store and, now, tech company – rose 11% after the company announced a new partnership with Japan’s biggest supermarket chain, Aeon. What Does This Mean? Ocado started life as just an online grocer, but it became tougher to stay ahead of big UK supermarkets…
with HT 