TMT Weekly: 3 Things that Stood Out The Week of 6/5/2020
A few items that caught our eye this past week: Amazon.com Inc (AMZN US) seems to be winning work from home in multiple ways, Indian-ecommerce...
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Softbank Group: Covid-19 Round Trip for the Share Price
The underlying value of Softbank Group is back over ¥10,000/share, the same level as mid-February just before the initial concerns about Covid-19...
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Amazon's COVID-19 ESG/CSR Blunders Are Fast Becoming Real Investment Risks
One of the challenges in taking an "alpha-first" approach to ESG investment research is that it isn't always possible to make the connection...
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Softbank Group: Vision Fund Layoffs but ByteDance Looks Good
News reports indicate Softbank may lay off up to 10% of Vision Fund staff. This should not be surprising: last week, Softbank said that there would...
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Last Week in Event SPACE: Singapore Air, Reliance, Kingsoft, GMO Internet, Li & Fung, Bank Permata
Last Week in Event SPACE ... The new Singapore Airlines (SIA SP) rights started trading earlier this week. The trade was to be long the shares...
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