Softbank Corp (9434) - Accounting for the Accounting Is Complicated Redux - So Be Bearish
Accounting for all the adjustments needed in EV (and EBITDA) in constructing a fair value for Softbank Corp means one should use forward PER. In...
430 Views
ECM Weekly (15th Apr 2024) - Hyundai Marine, Bharti, Kayou, Zeekr, ChaPanda, Samsung, WT Micr, Sompo
Yesterday it was Sompo's turn to provide an update on its cross-shareholding plans. It plans to sell atleast JPY600bn (US$4bn) worth of shares over...
583 Views
GEMWeekly (26 Apr 2024): South Korea Macro; Tencent, Bharti Airtel, Meituan
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
338 Views
Bharti Hexacom Pre-IPO - The Positives - Earnings Have Been Recovering Well
Bharti Hexacom is looking to raise up to US$1bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
298 Views
Back in Telefonica
SEPI, the Spanish Treasury's public holding company, is considering buying a stake in Telefonica SA, possibly around 5% to gain a seat in the...
163 Views