ENTITY
WeWork

WeWork (WEWKQ US)

99
Analysis
Real EstateUnited States
WeWork Inc. provides co-working spaces for individuals and entrepreneurs. The Company offers private offices, office suites, headquarters, and custom build out options to fit a variety of office needs, as well as desk spaces and conference rooms. WeWork serves customers worldwide.
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bearishWeWork
02 Nov 2023 06:44

Gravity Works As WeWork Doesn't; Now Plan B

WSJ reports that WeWork will file bankruptcy next week, pending ongoing discussions with its beleaguered creditors. Surprised? You shouldn't be....

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bearishSoftbank Group
14 Jun 2022 12:25

Softbank Group - Semiconductor Weakness Expands Discount

The discount to fair value has expanded by 4pp in a week as tech weakness not only reduces net asset value but also raises concerns on an IPO of...

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bearishSoftbank Group
20 Jan 2024 01:24

Softbank (9984 JP): Big Fat NAV Discount, but Headwinds Outweigh Tailwinds Going Forward

​SoftBank group's NAV discount is 50%+, post T-Mobile shares windfall. PayPay IPO may boost SoftBank shares a bit but JPY strength detracts, Arm...

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09 Jan 2024 18:11

Rough Road Ahead for US Commercial Real Estate but Industrial CRE Is Rooted to Outperform Others

US CRE shows bleak prospects for 2024 due to structural demand decline for office space. CRE loan delinquency on the rise for five sequential...

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bearishSoftbank Group
10 Nov 2023 22:11

Softbank (9984 JP): WeWork Hangover and Other Challenges

​Softbank's exposure to WeWork is well chronicled, but other investments - namely Arm and  SVF2's portfolio - pose risks to its asset value and...

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