Alibaba Superior Use of Ad Tech Leads to Much Higher Revenue Guidance. More to Come?
We upgraded Alibaba (BABA US) to a BUY in March on optimism about the growth potential in eCommerce driven by its tech prowess (adtech and cloud)...
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SoftBank - Satellite Blues*
Intelsat's (I US) merger with SoftBank's (9984 JP) OneWeb Ltd collapsed after bondholders rejected a debt swap that would have imposed steep losses...
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The Week That Was in NorthAsia@Smartkarma: Lineage, Moonjaeinnomics, Toshiba and 3D Touch Sensor
A hidden gem in OLED sphereJL Warren Capital gives us an interesting OLED stock to watch in the long-term. This company is called Nissha Printing...
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Tokyo Confab Sharpens Focus on Who Might Be Holding Winning Hands in Japanese Casino Resort Industry
Leaders from industry, government, academia, and finance met at Japan Gaming Congress at the Grand Hyatt in Tokyo (May 10-17) to refine and...
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Softbank 4Q16/17 Numbers: Japan Telcos Weak but the Main Interest Is Potential for US Consolidation.
Softbank's (9984 JP)Â recently released 4Q16/17 numbers were a bit weak on the Japanese domestic telecom side. However, while financial results...
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