Softbank Group: Q3 Takeaways Include Vision Fund Weakness and a Seeming Reluctance on Share Buybacks
Once one moves past the Sprint surprise and Alibaba upside, this was a poor report. The company was basically break-even on an operating basis as a...
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Alibaba (BABA): More Optimistic than Consensus for Next Quarter and Next Year
Alibaba will release its result for the December quarter of 2019 on February 13. Our financial estimates for both the next quarter and the next...
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Softbank Group: Sprint Approval Makes a Good Week Great, Just like Last Year
Last year at Q3 results, Softbank shares jumped on a surprise buy-back. This year, interest from activist investors and good news on Sprint have...
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Alibaba (BABA): Freshippo “Borrows” Employees from Restaurants to Fill Online Demand
Consumers compete in ordering fresh food on Alibaba’s Freshippo, which begins and ends at 0:00 a.m. Freshippo has temporarily hired employees from...
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What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
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