Asia HY Trade Book - September 2021 - Lucror Analytics
The Asia HY Trade Book for the month of September includes a summary of our recommendations, as well as our high-conviction ideas. The report...
70 Views
PHC Holdings Pre-IPO - Peer Comparison
PHC Holdings and its shareholders aim to raise around US$1.8bn via selling a mix of primary and secondary shares in its Japan IPO. The company is...
243 Views
Softbank Group - Discount Headwinds Rise as Buyback Hopes Fade
Investor hopes for a buyback have again been dashed by management excitement on investment opportunities, this time in Latam. The discount is again...
249 Views
That Upcoming $3-4bn SELL on Softbank Group (9984)
There is $3-4bn of selling to come in the near-term on Softbank Group. I don't see how it is avoided. That is 3-4+ days of ADV and 10-14% of Real...
610 Views
PHC Holdings Pre-IPO - Many Companies Rolled into One
PHC Holdings and its shareholders aim to raise around US$1.8bn via selling a mix of primary and secondary shares in its Japan IPO.
313 Views