Zozo: What Are the Downside Risks Post-Tender Close?
Yesterday in our initial commentary on the announcement of Yahoo Japan (4689 JP)'s tender offer for 50.1% of ZOZO Inc (3092 JP) we were somewhat...
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Lucror Analytics - Morning Views Asia - 12 Sep 2019
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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We Work! We Play! We Destroy Shareholder Value, EVERY SINGLE DAY!
As the drama between Softbank Group (9984 JP) and its increasingly less favoured child, The We Company (WeWork) (WE US), rolls on with requests for...
664 Views
Lucror Analytics - Morning Views Asia - 09 Sep 2019
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
59 Views
We Company: When You Get past the Hype, the Company Is Not Tech-Driven or Disruptive
The We Company (WeWork) (WE US) management has pulled back dramatically on the valuation they expect to get in their IPO, reportedly looking at...
562 Views