PHC Holdings Pre-IPO - Many Companies Rolled into One
PHC Holdings and its shareholders aim to raise around US$1.8bn via selling a mix of primary and secondary shares in its Japan IPO.
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Softbank – Still No Buyback Means Still Little Reason to Buy
Softbank has surged on news of its TMUS stake sale to DT but is this simply a short squeeze given the continuous selling of the stock since May or...
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Softbank Group - DT Call Option Adjustment Includes Strategic Partnership but Less Cash
Softbank and DT have restructured an agreement on the sale of TMUS shares. That doesn’t justify the 10% move in Softbank shares but with cash...
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Asia HY Monthly - Chinese Variable Interest Entities - Lucror Analytics
In this month’s "In-Focus" section, we discuss variable interest entities (VIEs) in China, including recent developments in China and the US that...
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Softbank Group - The Great Unwinding Has Shifted from the Discount to Underlying Value
Virtuous circle themes have been replaced by vicious circle narratives and share price weakness is now driven by declines in asset value with BABA...
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