Last Week, in Event SPACE (4 June 2017)
In this note, AMMB Holdings Bhd (AMM MK) / RHB Bank Bhd (RHBBANK MK) rekindle a failed engagement; Start Today Co Ltd (3092 JP)’s Maezawa pledges a...
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Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
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EM Tech: Fund Allocations Hit All-Time High
In this report we highlight the rise of technology allocations in global EM funds, with average holdings in tech companies surpassing those in...
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Softbank 4Q16/17 Numbers: Japan Telcos Weak but the Main Interest Is Potential for US Consolidation.
Softbank's (9984 JP) recently released 4Q16/17 numbers were a bit weak on the Japanese domestic telecom side. However, while financial results...
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Alibaba 4Q17 Earnings Preview: All Eyes on 'New Retail' & Cloud
Since Alibaba’s last earnings results in January, the Company’s stock price has run up by more than 13%. Investors increasingly grew more...
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