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), one...
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Softbank (9984) - 1Q FY17 Results: All Over the Place, but Passable in Aggregate
Softbank (9984 JP) produced what at first glance (OP ¥479bil +50% and ¥140bil ahead of expectations) were fantastic figures, but which on closer...
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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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Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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SoftBank (9984) - Is It Interested in Uber As Well As Grab, Lyft, Didi...?
Much as Softbank (9984 JP) keeps trying to deny it, the stories (first in the New York Post, now in the Wall St Journal) keep reappearing that the...
243 Views