Altaba Tender VWAP Day and Estimating Pro-Ration
As per the original Altaba Inc (AABA US) announcement (link to first announcement, link to extension announcement) of a Tender for its own shares...
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Baidu (BIDU) – Google Rumor Not a Concern, Healthy 2Q18, and 50%+ Upside
It is rumored that Google of Alphabet Inc Cl C (GOOG US) will return to China, but we believe this rumor should not be a concern to investors for...
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Last Week in Event SPACE: Evergrande, Yahoo Japan, Samsung Biologics, Idemitsu, Sino Gas
Last Week in Event SPACE ... Evergrande Real Estate Group Limited (3333 HK)'s not so subtle buybacks place it very close to its theoretical...
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Japan & Korea@Smartkarma: All About Altaba, Automation and Autos Apparently
Two quiet weeks when holidays, the world cup and a dominance of macro had readers attention diverted were punctuated by a series of announcements...
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Japanese Telcos: Structurally the Most Attractive Wireless Market in the Developed World?
Following a change of analyst, Chris Hoare has taken over coverage of the Japanese telcos. We see Japan as one of the best liquid developed...
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