SoftBank (9984) - Altice to Bid for Charter?
According to the New York Post, Europe-based Altice (ATC NA), which owns Cablevision, has thrown its hat into the ring and is in "early stage"...
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Hedge Hogging Series: What If Oaktree's Howard Marks Is Prescient Again in Predicting Market Bubble?
Oaktree Capital's Howard Marks senses some kind of market bubble developing in every asset class. But, there is no way in predicting the timing or...
139 Views
Indonesia Retail - The War of the Worlds (Part 2) Payment Wars - On the Ground in J -Town
In the second of our War of the Worlds series, I report back after a conversation with management from Elang Mahkota Teknologi Tbk (EMTK IJ), one...
195 Views
Softbank (9984) - 1Q FY17 Results: All Over the Place, but Passable in Aggregate
Softbank (9984 JP) produced what at first glance (OP ¥479bil +50% and ¥140bil ahead of expectations) were fantastic figures, but which on closer...
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SoftBank (9984) - To Bid for Charter?
In a series of rapid moves, following the ending of exclusive (and presumably exhaustive) talks between Charter Communication A (CHTR US) , Comcast...
304 Views