Full Circulation Of H-Shares - July Update
This update is the latest in a series dating back to Legend's Conversion of Domestic Shares in June 2018, with the most recent addition CPPCC And...
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CPPCC And Full Circulation Of H-Shares
After being delayed two months, the 2020 National People's Congress and Chinese People's Political Consultative began its annual session today,...
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WeWork Bondholders Brace for Softbank's Rescue Plan--In Silence
As I expected, The We Company (WeWork) (WE US) has gone silent (see The Tide Is Out and WeWork Bondholders Are Naked). Given the urgency of...
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Softbank G: A Summer of Pain as Cornerstone Vision Fund Investments Falter
The holding company discount at Softbank Group has expanded to 47% as investor concerns on the Vision Fund expand. While it may seem that much of...
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Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for Bitauto (BITA US) /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
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