KDDI (Buy) - Network Outage Is a Bad Look but Concerns Should Fade over Time
KDDI's network outage was large-scale but financial and operational impacts should be limited to Q2 and our overall outlook on the stock as an...
535 Views
Rakuten (Neutral) - A Surprising Win with Goto Although Its Mobile Challenges Remain
The IPO of Goto was a win for Softbank Vision Fund but Rakuten has also come out well surfacing ÂĄ13bn in value from early stage investments and...
562 Views
SEA Lock-Up - Tencent Is once Again About to Be Free to Trim Its US$8bn Stake
Tencent sold US$3bn worth of SEA shares in Jan 22. The rest of its stake was locked up for six months, which will soon be over.
1.2k Views
Listing a Subsidiary May Tell Market that the Parent Company Isn't Confident in Generating Cash Flow
On June 1, the Nikkei Shimbun carried an article titled "Parent-subsidiary listing, investors cynical about 'governance barrier'". I would like to...
404 Views
Prosus, Tencent, JD.com - Good Intentions but Questionable Timing
Today Prosus announced that it will begin an open-ended share repurchase programme of Prosus and Naspers shares which will be funded by on-market...
930 Views