Softbank Group: Uber 'Premium' Dissipates
Softbank Group (9984 JP) shares are down 13% in three days on tech and China concerns even as a disappointing debut for Uber has been given a lot...
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Last Week in Event SPACE: Yahoo Japan, Chiyoda, Nexon, AHG, Misawa, Harbin Elect, Advanced Disposal
Last Week in Event SPACE ... The explanation in the Yahoo Japan (4689 JP)'s announcement document for WHY the transaction is occurring is...
701 Views
Lyft: Can a Short Stampede Into the Latest Unicorn IPO Give This Stock an Uber-Squeezy Lyft?
In Uber: Weak Marginal Profits and Didi's Assualt on Latin America we offhandedly suggested that Lyft Inc (LYFT US) could be tactically interesting...
627 Views
Uber: Lyft 1Q Sheds No Positive Light on Upcoming IPO
After the close on the 7th US time Lyft Inc (LYFT US) announced its 1Q numbers, emphasising 95% YoY revenue growth and broad YoY improvements in...
699 Views
Narrow-Moat Uber's IPO Looks Attractive to Us
We still value the company at $110 billion, or $58 per share, as Uber Eats is outperforming our expectations. Uber Technologies (0084207D US)' Moat...
583 Views