Softbank Group: Selling More TMUS than BABA Fits Strategically Plus Tax Bill Should Be Lower
Softbank is reportedly looking at monetizing its entire TMUS holding as part of its asset restructuring plan which management prefers from a...
157 Views
HSCEI Dividends - Pricing Is Bullish
Following HSIL's announcement of the eligibility of WVR securities and secondary listings for inclusion in the Hang Seng China Enterprises Index...
231 Views
Baidu 1Q20 Better-Than-Feared but Longterm Outlook Remains Murky Due to ByteDance; UW 18% Downside
Baidu reported 1Q results and guidance that were better-than-feared as other revenues helped mitigate the impact of COVID-19 on Baidu's core...
110 Views
TRACKING TRAFFIC/Chinese Express: ASPs Fell 21-34% YoY in April on Competition, Growth of Low-End
Chinese express parcel volume grew by 32% YoY in April, the strongest growth so far in 2020 (growth in the key inter-city segment was even...
121 Views
Softbank – Cash and Cash Flow Matters More than LTV and Pega-Unicorn Drawings
Softbank did not disappoint the more cynical amongst us with an array of sombre presentation slides that lacked only for some b-movie horror...
189 Views