Softbank Group - A First Look at Investment Losses for the Quarter
The next financial report for Softbank will be a tough one. With quarterly results in, Vision Fund’s public portfolio losses are c. $18.3bn. We...
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Softbank Sells $1.69 Billion Worth of Coupang Post Lockup Expiration - Overhang Concerns Continue
Now that SoftBank's sale of $1.69 billion in Coupang is public, there will likely be further negative pressure on Coupang's shares as investors...
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Korea Small Cap Gem #10: Gaeasoft - Its Stake in Oasis May Be At Least 200% Higher Than Its Mkt Cap
Gaeasoft (051160 KS) owns a 79.4% in a private company called Oasis Corp which operates an e-commerce platform for eco-friendly, organic food...
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Asia Ex-Japan Positioning:Â India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Korea FTC Says It Will Regulate Coupang on Search Algorithm Manipulation
The FTC has warned that it will intensively monitor the abuse of such big techs as Coupang for their search algorithm manipulation. We should use...
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