TMT Weekly:  3 Things that Stood Out (In Retail) The Week of 5/​15/​2020
Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...
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MergerTalk: The Covid-19 Effect On US Merger Spreads -An Update
The Covid-19 pandemic and, as is becoming clearer by the day, its devastating global economic impact, unsurprisingly continues to be the dominant...
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Japan Shopping Centres: Station and Outlet Mall Sales up Again
Shopping centre performance varies hugely between regions and locations, but for the past few years, the common denominator for SCs with consistent...
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Last Week in Event SPACE - NTT Docomo, Hyundai Merchant, Interflex, AWE, NXP
Last week, NTT Docomo Inc (9437 JP) appears a better call than NTT (Nippon Telegraph & Telephone) (9432 JP); underwriters are holding 15% of...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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