Why Are Major U.S. Companies Suspending Their Share Buyback Programs?
“Any public company that receives a bailout or significant funding should not be allowed, by law, to do stock buybacks EVER AGAIN as part of their...
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Tencent, Naspers, and Prosus - Discounts Getting Too Big to Ignore - Inteqres
Since the Coronavirus hit Europe, both Naspers and Prosus have significantly underperfomed Tencent. We are not fans of either Tencent or Prosus...
458 Views
Trip.com - Kung Flu
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
547 Views
CrossASEAN Strategy - Life After Gojek and the Land of Digital Banking
The fact that Gojek (1379371D IJ) has managed to secure US$1.2bn in new funding over the past week in this apocalyptic environment says something...
557 Views
The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
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