Nexon Sale, Artificial Intelligence, Masa Son & Tencent
It's been more than a week since we heard Nexon sale cancellation news. A little strangely, nothing has been heard since then. Nexon and KJJ are...
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Asia HY Monthly - Vulnerability Of Asian Credit Market To External Shocks (2019) - Lucror Analytics
In this month’s “In-Focus” section, we discuss the vulnerability of Asian credits to external shocks, with the threat this year being the...
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Toyota: Visit to Toyota City/Aisin Points to Fading Optimism for a China Recovery
We visited Toyota Motor (7203 JP) and Aisin Seiki (7259 JP) on Wednesday to assess conditions the companies were experience in China and the US as...
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Asia HY Trade Recommendations - June 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for June includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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Softbank G: Unpacking the ¥200 Trillion, 20-Year Investment Value Target; Slack IPO Adds ¥30/Share
We thought it might be interesting to take a closer look at Softbank's aspirational targets for investments of up to ¥200 trillion (US$ 1.8...
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