2019 TOPIX FFW Rebalance
Yesterday after the close the TSE announced its Free Float Weight changes for companies listed on the TSE which have a fiscal year ending in the...
683 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...
617 Views
Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
324 Views
The BIG BUY of Z
18 months ago, Altaba Inc (AABA US) announced it would start selling down its 2bn shares-plus of Yahoo Japan - as of two days ago renamed Z...
754 Views
Softbank G: A Summer of Pain as Cornerstone Vision Fund Investments Falter
The holding company discount at Softbank Group has expanded to 47% as investor concerns on the Vision Fund expand. While it may seem that much of...
520 Views