Softbank Group Q4: Details of Asset Restructuring Are Becoming Clear as Vision Fund Losses Mount
Softbank Group (9984 JP) Q4 and FY19 results came in slightly worse than its pre-announced guidance. This was the largest loss in Softbank's...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
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Comfort Delgro (CD): Food Delivery to the Rescue
Comfortdelgro Corp (CD SP) 's taxi business has been on the brunt from the much-reduced number of Chinese tourists arriving in Singapore and from...
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Softbank Group: Deep Dive into Vision Fund's $10bn in Expected Valuation Losses for This Quarter
In this report, we dig into the Vision Fund portfolio to see which investments drive what looks to be a ~¥1,000bn operating loss for Q4. We have a...
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