Japan Telcos: A Closer Look at 1QFY18/19 Results. Pressure on Pricing Is Real but Ineffective
On reflection, 1QFY18/19 (will use FY18 going forward) was a good quarter in Japan with NTT Docomo (9437 JP) leading the way with a 2ppt increase...
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NIO IPO: August Metrics Point to Potential Signs of Waning Consumer Interest
In an F-1/A filing, NIO Inc (NIO US) published the number of reservations and vehicles produced and delivered for the month of...
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T-Mobile and Sprint in Talks with Small Carriers for Fourth Wireless Player
T-Mobile and Sprint are in talks with regional wireless carriers C Spire, Shenandoah Telecommunications (Shentel), and U.S. Cellular in addition to...
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NIO (蔚来) IPO Review - Blue Sky Assumptions Value It at Just a Small Discount to Peers
NIO Inc (NIO US) is raising up to US$1.3bn in its upcoming IPO and proceeds raised will be mainly used for R&D and capital expenditure. We have...
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Meituan-Dianping IPO, Part 3: Sum-Of-Parts Approach Suggests US$50 Bn Valuation Quite Unrealistic
Recent media reports (see articles here and here) suggest Meituan Dianping (MEITUAN CH) will attempt to complete its listing in Hong Kong by...
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