Ep 185: Samsung’s shareholders – disappointed but not surprised

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…

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 170: Record-breaking year of M&A and what’s behind

What’s going on? 2021 is on track to become a record-breaking year for M&A, with plenty of companies reporting double or triple-digit % increases in the # of deals they’re striking vs last year. What does this mean? $4 trillion worth of deals have taken place since the start of 2021, more than twice this time…

Ep 152: SoftBank’s sad quarter and the Chinese startup investment landscape

What’s going on? SoftBank (Japanese tech conglomerate) updated disappointing quarterly results, which was 40% lower yoy. What does this mean? This shrink is partially due to the large stakes of Chinese companies that Softbank owns. The Chinese government has taken severe measures against local firms with US-listed shares E.g: Didi’s share price have decreased by the same amount…

Journal Report 23: Airbnb’s IPO

What’s going on here? Airbnb finally filed for IPO (S-1 form link) on Nov 16, 2020, after 5 years of rumor. Its valuation is now ~ $18 bil, compared with the $31 bil valuation in 2017. Pricing terms are not yet set. Lead underwriters are Morgan Stanley and Goldman Sachs. Airbnb’s recent performance Gross Booking…

Ep 120: Game Over

What’s going on? Amazon announced its foray into the video game streaming industry. What does this mean? Amazon unveiled Luna, a service that’ll let gamers play famous titles without the need for a console or physical games, which will cost $5.99/month, which undercuts Google’s rival streaming games service, Stadia. While Stadia could help Google grow YouTube into a massive…