Softbank Group: FY19 Losses Will Be in the Range of ¥750bn on Investment Losses
Softbank Group (9984 JP) has warned on FY19 results including a ¥1,350bn net operating loss and net losses of ¥750bn. Vision Fund is the culprit as...
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MUFG GRABbing at the Chance to Serve ASEAN’s Unbanked
In our Smartkarma Originals Insight on Ride Hailing last year, we articulated our view as being sceptical of the ability of pure ride hailers to...
499 Views
Boost Research
Lithium Market - Phlegmatic Growth, Terrible Investment!
Lithium (Li) market is an oligopoly, dominated by China and three other producers Li supply has increased 39.1% CAGR since 2015 Future Li demand...
837 Views
Bits and Bytes: A Primer on OYO Rooms & Its Significance to Airbnb.
Airbnb Inc (9865065Z US)'s diversification into the "complete travel experience" play. Makes a strategic investment in OYO Rooms. Is it...
767 Views
Uber: Weak Marginal Profits and Didi's Assualt on Latin America
In LYFT: Wouldn't It Be Ironic if This Was an IPO to Rent but Not Own? we noted our scepticism for the business models of ride sharing companies...
621 Views