Last Week in GER Research: Softbank, Haidilao, Tongcheng-Elong, Ctrip and 360 Finance
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we update on Softbank Group (9984...
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Last Week in GER Research: Softbank, Babytree, Tencent Music, MYOB, Yancoal, Spotify Warning & More!
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. Last week, Arun initiated IPO coverage...
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Spotify: Profit Warning
Spotify Technology Sa (SPOT US) has warned on profitability for FY19 in its 3Q18 results with the company expecting a reduction in its 'operating...
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Tencent Music IPO – Should You Be Wary of the Controlling Parent?
With Tencent Music (TME US)'s IPO delayed due to market and Spotify (SPOT US) weakness in our view, we have ample time to look at the bear case for...
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Tencent Music Pre-IPO - Valuations Estimates - Leaving on a Jet Plane - $30bn Was Quite Stretched
Before I could publish this insight, on my way to work I just read in the FT that the IPO has been called off for now. One can't be sure when it...
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