Softbank May Blink First (WeWork Bondholders Hope)
The latest plan to emerge in now urgent discussions to bail out The We Company (WeWork) (WE US) is for its top investor Softbank Corp (9434 JP) to...
561 Views
Japan Short Interest - Huge Short Covering, but M3 Sees Big New Shorts
The short notional in the market for the week ended 4 October is US$29.49bn (down by US$3.14bn) with the largest short positions in Itochu Corp...
833 Views
Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
406 Views
The BIG BUY of Z
18 months ago, Altaba Inc (AABA US) announced it would start selling down its 2bn shares-plus of Yahoo Japan - as of two days ago renamed Z...
941 Views
Seven & I Digital Setback as 7Pay Suffers Stillbirth Due to Management Bungling
Seven & I Holdings' (3382 JP) image as Japan’s most trusted retailer was severely tarnished this summer. In July, the launch of its mobile...
528 Views