The GER Weekly Events Wrap: Familymart, Don Quijote, Softbank, and NTT
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week, we provide further insight into our...
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China; Passive Inflows, National Service and Wealth Destruction.
There is an inherent contradiction between Beijing’s drive to consolidate state control over the corporate sector and internal capital investment,...
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Mixi (2121 JP) - When You've Got a Golden Goose...
The market has assumed that Mixi not only can't replicate the success of Monster Strike but will continue to waste the proceeds trying. That no...
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Mogu IPO Valuation: Dubious Catwalk Credentials
Mogu (MOGU US) is a leading fashion and lifestyle e-commerce platform in China, backed by Tencent Holdings (700 HK) which an 18% shareholder. It...
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Tencent Music Pre-IPO Updates - Welcome to the Jungle - Rumoured Asking Valuations More Reasonable
Recent media reports indicate that Tencent Music Entertainment (TME US) could look to list as soon as Dec 12, with a final call on the possible...
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