Alibaba: Room to Grow from ECommerce and Cloud Services
We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...
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The Next Big Thing In Space Exploration
Space, the final frontier, is less of a mystery today than a few decades ago. Decades ago, news of a launch of a space probe would make it to the...
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Softbank 2.0 Is Coming But, for Now, Upside Is Driven by Sprint/Alibaba.
Softbank's (9984 JP) acquisition of ARM and the establishment of the Softbank Vision Fund (SVF) are the initial moves to establish the group's next...
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Japan Telcos: Focus Remains on Cash Flow and Dividends. Competition Is Relatively Benign.
We have previously written individually about Japanese 3Q17 telecoms results. In total, they were largely as expected. Competitive intensity in the...
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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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