Softbank May Blink First (WeWork Bondholders Hope)
The latest plan to emerge in now urgent discussions to bail out The We Company (WeWork) (WE US) is for its top investor Softbank Corp (9434 JP) to...
444 Views
The Tide Is Out and WeWork Bondholders Are Naked
To WeWork bondholders: The party's over, the beach is empty, and no one is available to take your call. The folks who bought into and/or sold The...
626 Views
AMTD International (尚乘国际) IPO Review - Still an Avoid
AMTD International Inc (HKIB US) is looking to raise up to US$176m in its upcoming IPO in the US. We have previously covered the company in: AMTD...
609 Views
U.S. Equity Strategy: Be Long & Carry On
Both the cap- and equal-weighted S&P 500 are trading at highs not seen since early October 2018 - a positive indication in itself....
586 Views
Big Banks - A Crisis of Investor Confidence
We analyse the holdings of the world's largest banks by the 255 global equity funds in our analysis. For each region (America/EMEA/Asia), we have...
1.4k Views