WeWork Bondholders Brace for Softbank's Rescue Plan--In Silence
As I expected, The We Company (WeWork) (WE US) has gone silent (see The Tide Is Out and WeWork Bondholders Are Naked). Given the urgency of...
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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...
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Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for Bitauto (BITA US) /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
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Tencent Bid for Bitauto: A Change in Strategy to Reignite Growth?
Tencent has been in a tough spot of late - outer year revenue estimates for the company have continued to fall for the past year (Source: Reuters)...
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HK Connect Discovery Weekly: Air China and Great Wall Motor (2019-04-04)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
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