Alibaba (BABA US) - 1Q FY17 Expectations Soaring, Mixed Implications for SoftBank (9984)
Alibaba Group Holding Ltd (BABA US) reports on Thursday August 17th, and even though consensus is already very bullish (1Q FY17 OP of RMB14.2bil...
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SoftBank (9984) - Altice to Bid for Charter?
According to the New York Post, Europe-based Altice (ATC NA), which owns Cablevision, has thrown its hat into the ring and is in "early stage"...
381 Views
Indonesia Retail - The War of the Worlds (Part 2) Payment Wars - On the Ground in J -Town
In the second of our War of the Worlds series, I report back after a conversation with management from Elang Mahkota Teknologi Tbk (EMTK IJ),Ā one...
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Softbank (9984) - 1Q FY17 Results: All Over the Place, but Passable in Aggregate
SoftbankĀ (9984 JP) produced what at first glance (OP Ā„479bil +50% and Ā„140bil ahead of expectations) were fantastic figures, but which on closer...
328 Views
SoftBank (9984) - To Bid for Charter?
In a series of rapid moves, following the ending of exclusive (and presumably exhaustive) talks between Charter Communication A (CHTR US) , Comcast...
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