Alibaba's Softbank Driven Placement - Sounds Big but May Not Be as Large in the End
Softbank Group (9984 JP) announced yesterday that it would sell assets worth US$41bn in order to fund the repurchase of US$18bn worth of its own...
717 Views
Softbank Group: Implications of an Unprecedented Buyback and Asset Sale Program
Softbank's surprise announcement of a buy-back/de-leveraging program should continue to be well received and we expect that today's limit-up 19%...
628 Views
The Month the World Stood Still (Part III) - Not Time to Bottom Fish Yet
In my two previous insights I provided my thoughts on what policy makers need to do to get over this relatively quickly and with as little pain to...
458 Views
TRACKING TRAFFIC/Chinese Express: 'Like Candy from a Baby', SF Holding Grabs Market Share in Q120
In February, total Chinese express parcel volume was flat (+0.2% YoY), but volume in the first two months of the year fell by around 10%. Some...
277 Views
Why Are Major U.S. Companies Suspending Their Share Buyback Programs?
“Any public company that receives a bailout or significant funding should not be allowed, by law, to do stock buybacks EVER AGAIN as part of their...
352 Views