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
SoftBank Corp IPO Valuation: Bull/Bear Case DCF Scenarios
Softbank Group (9984 JP) is set to raise JPY2.65 trillion ($23.5 billion) through the Softbank Corp (9434 JP) IPO, Japan's biggest-ever IPO....
652 Views
Starbucks (SBUX): China Strategy Reaped by Luckin’s Parasitical Tactic, a Visit and Case Study
We believe Luckin copies SBUX’s site selection, but chooses low rental places close to Starbucks shops. Starbucks plans to add delivery business...
1.2k Views
Trade Me (TMZ NZ): Hellman & Friedman Could Again Counter-Bid Apax, but Modestly
Trade Me (TME NZ), the largest online auction platform operating in New Zealand, has entered into a scheme implementation agreement with Apax...
716 Views