SoftBank Group (9984 JP): Don't Hold Your Breath on SoftBank Corp IPO Closing the Holdco Discount
Softbank Group (9984 JP)’s market cap has consistently traded below its NAV. A popular narrative seems to be that the upcoming Softbank Corp (9434...
496 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Record-Low Pricing in October | Parcel Volume Vs GMV
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
355 Views
Few Obstacles In Apax's Tilt For Trade Me
New Zealand online marketplace business Trade Me (TME NZ) has received a non-binding, indicative proposal from Apax Partners to acquire 100% of the...
554 Views
Oriental Watch (398 HK): 1H19 Results Solid but Dividend Disappoints as Cash Remains 90% of Mkt Cap
Oriental Watch (398 HK) reported 1H19 results which showed: 1) further decline in inventory to just 875M HKD, 2) greater retail (91%) vs wholesale...
694 Views
JD.Com: Consumption Slow-Down Story Confirmed
Jd.Com Inc (Adr) (JD US)'s management commentary/outlook statement validates our view that China (macro) consumption slowed down in 3Q18, and the...
481 Views