Comfort Delgro (CD): Food Delivery to the Rescue
Comfortdelgro Corp (CD SP) 's taxi business has been on the brunt from the much-reduced number of Chinese tourists arriving in Singapore and from...
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Softbank Group: Deep Dive into Vision Fund's $10bn in Expected Valuation Losses for This Quarter
In this report, we dig into the Vision Fund portfolio to see which investments drive what looks to be a ~¥1,000bn operating loss for Q4. We have a...
366 Views
Softbank Group: Uber Impairment Provides Clues to Vision Fund's Anticipated $10bn Q4 Write-Down
Uber has withdrawn FY2020 guidance, provided early numbers on Covid-19 spending and announced it would write-down the value of minority...
361 Views
Softbank Group: FY19 Losses Will Be in the Range of ¥750bn on Investment Losses
Softbank Group (9984 JP) has warned on FY19 results including a ¥1,350bn net operating loss and net losses of ¥750bn. Vision Fund is the culprit as...
308 Views
Thai Corona Crisis (April): Bangkok and Phuket Become Ghost Towns!
The COVID-19 pandemic continues to take a heavy toll on the Thai economy and decimate Thai equities on so many fronts. In this review, we highlight...
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