SoftBank to Benefit from Sprint T-Mobile Merger if It Goes Ahead; FVE Increased to JPY 12,300
We lift our Softbank Group Corp (9984 JP) fair value estimate to JPY 12,300 per share from JPY 11,900 per share, on the back of the announced...
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Wal-Mart CEO Feedback – a Change of Strategy in Asia
We participated in a conf. call with the CEO of Wal-Mart International this week who gave some insight into Wal-Mart’s evolving M&A strategy in...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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SCMA - Driven by the Old and the New - On the Ground in J-Town
A 1-on-1 call with Surya Citra Media Pt Tbk (SCMA IJ), after the dust had settled post its FY17 results, revealed indications of a strong 1Q18...
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JD.com Takes 9.9% Stake in China Logistics Property Holdings (1589:HK): Validation & Valuation
After hours on Monday, April 30th, China Logistics Property Holdings Co Ltd (1589 HK) announced that it will sell 321 mn new shares to JD.com Inc...
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