Altaba and Yahoo Japan - The Art of the Possible
On February 27th of this year, Altaba Inc (AABA US) held a "Strategic and Financial Update Conference Call." In that call the company said that...
364 Views
Upgrade to Softbank Target Price Driven by Alibaba. Holdco Discount Looks Extreme
We have raised our target price for Softbank (9984 JP) from ¥13,200 to ¥15,500 on a higher valuation for Alibaba (BABA US) tempered modestly by...
285 Views
Yahoo Japan Shocks on Guidance for FY17/18 After In-Line 4Q 16/17 Results
Yahoo Japan (4689 JP) reported 4Q16/17 results that were in-line with NSR and consensus expectations. All good so far, but Yahoo then set an...
192 Views
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
622 Views
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
229 Views