Softbank’s Stake Sale Will Be a Good Litmus Test of Alibaba’s Valuation
If Alibaba believes that its stock is under-priced, it is highly likely that the company would be interested in buying-back a larger portion of...
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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...
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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...
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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,...
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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...
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