SoftBank Corp (9434 JP) & Arteria Networks (4423 JP): A Tale of Two IPOs
During the second half of December 2018, Japan saw two telecom companies list on the Tokyo Stock Exchange: Softbank Corp (9434 JP) and ARTERIA...
998 Views
China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
963 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Parcel Pricing Weak, Again | Transport Activity Solid
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
1.1k Views
UXIN: Unusual Trading Activities Before IPO Lockup Presents SHORT Opportunity
On December 6th, Uxin Ltd (UXIN US) released a press release about a non-binding, non-exclusive partnership with Alibaba Group Holding (BABA US)...
1.2k Views
SoftBank Group (9984 JP): SoftBank Corp IPO Has Failed to Meaningfully Narrow the Holdco Discount
Softbank Group (9984 JP)’s market cap has consistently traded below its NAV. A popular expectation was that the Softbank Corp (9434 JP) IPO should...
941 Views