SoftBank Group - Nothing Works
* Large Debt Levels: SoftBank Group (SoftBank) is a Death Star for credit markets, having greater than USD 250 bn in debt, commitments, and lease...
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Softbank Group: OneWeb Bankruptcy Is First of Many but This One Is Not Virus-Related
Softbank-backed low-earth orbit (LEO) satellite operator OneWeb has filed for bankruptcy, the first of the Vision Fund companies to go down that...
288 Views
Breaking Down Wild Nikkei 225 Component Moves
In the past 4 weeks we have seen substantial disruption in global markets. Total equity market cap across the world is down tens of trillions of...
330 Views
Last Week in Event SPACE: Singapore Air, Softbank, DP World, Hitachi Chem, Naspers/Tencent, Renault
Last Week in Event SPACE ... Singapore Airlines (SIA SP) announces a substantial rights/MCB issue. If you are an arb, look to own the borrow....
381 Views
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/27/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
338 Views