Last Week in Event SPACE: Matheson, Naspers/Prosus, China Conch, Vedanta, Aussie Pharma, Toshiba
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Softbank Group - A First Look at Investment Losses for the Quarter
The next financial report for Softbank will be a tough one. With quarterly results in, Vision Fund’s public portfolio losses are c. $18.3bn. We...
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PHC Holdings IPO - Should Have Cut the Price, Not Just the Size
PHC Holdings and its shareholders aim to raise around US$700m, down from US$1.8bn, via selling a mix of primary and secondary shares in its Japan IPO.
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The Not So Rare Bird - The (Still Large) Lesser Dividend Trade
The Lesser Japan Dividend Trade is 28 September at the close. There is $14-15bn to buy at the close. Maybe. One must consider the possibility that...
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Softbank – Buyback Hopes Drift Further Away
Softbank’s increased interest in SaaS and Enterprise Software entail new risks for the company and also makes buybacks less likely.
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