Breaking: Softbank Bonds Gets Severe Downgrade; WeWork Bonds Suffer
Moody's Corp (MCO US) topped Standard & Poor's with an even more severe downgrade of bonds in Softbank Group (9984 JP).This is is even worse...
368 Views
How Is China’s E-Commerce Penetration Shaping Up?
There is heavy regional disparity in e-commerce penetration in China. Disposable income and urbanisation are two of the main drivers of...
346 Views
The World Is Underweight Alibaba [BABA-US]. Capacity to Take Softbank Placement.
In this report, we analyze investor positioning in Alibaba Group (BABA US). The analysis brings in new data from 130 dedicated China equity funds,...
417 Views
JAPAN DELTA V - MOAR Meaningful March-End Div Trade Data
As discussed in JAPAN DELTA III - The Annual TOPIX Dividend Trade, the absolute returns on these days show significant divergence around the...
357 Views
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