WeWork Bonds in Peril As Softbank Abandons Equity Tender
Softbank Group (9984 JP) has withdrawn its nearly $3 billion tender offer for The We Company (WeWork) (WE US) equity, which I have valued as...
480 Views
Clear Media’s Clear-Cut Offer
Clear Media Ltd (100 HK) operates the largest standardised bus shelter advertising network in Mainland China, with a total of more than 57,000...
362 Views
TRACKING TRAFFIC/Chinese Tourism: February Collapse & What Signs of a Recovery Could Look Like
In February, Chinese tourism activity collapsed. Measures of outbound traffic we track declined by 80-90% YoY (or more) while domestic air traffic...
348 Views
COVID-19: Sectors and Stocks Through the ESG Lens – Internet Retail (Alibaba)
In COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk, I addressed the coronavirus pandemic through an ESG lens, zoomed out and...
291 Views
COVID-19: Sectors and Stocks Through an ESG Lens – Internet Retail (Amazon)
In COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk, I addressed the coronavirus pandemic through an ESG lens, zoomed out and...
289 Views