Category

Press Coverage

Melco Resorts ok at zero Macau revenue to 2024: analyst

By | Press Coverage

Excerpt: “We estimate that this would be sufficient to support 22 months of cash burn – until April 2024 – under the worst-case scenario of zero revenues,” wrote senior credit analyst Leonard Law, in a note posted to the Smartkarma platform.

Ggr Asia – Home • (Opens in a new window) ⧉

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SoftBank suffers as Son’s bets on China tech backfire

By | Press Coverage

Excerpt: (Photo by Taizo Wada) This leaves Alibaba as the only representative mega-win investment in SoftBank’s portfolio, Quiddity Advisors analyst Travis Lundy wrote in a commentary on online platform SmartKarma.

Nikkei Asian Review – Policy & Politics • (Opens in a new window) ⧉

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GoTo seeks to buck tech sector slump with $1.1 billion Indonesia IPO | by WordFinNews | Aug, 2022 | Medium

By | Press Coverage

Excerpt: Angus Mackintosh, founder at CrossASEAN Research, said in a report on Smartkarma that key to GoTo’s IPO was that it was small and offered only to local investors. “This should mean that there is stronger support.”

medium.com • (Opens in a new window) ⧉

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China Banking Sector – Banks’ Asset Quality Remained Stable in 2Q22 – ChinaPulse.com – China News, Data, Media Intel

By | Press Coverage

Excerpt: China Banking Sector – Banks’ Asset Quality Remained Stable in 2Q22 Source: smartkarma.com

chinapulse.com • (Opens in a new window) ⧉

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The mystery of SoftBank’s zero tax bill

By | Press Coverage

Excerpt: The team has a reputation of structuring investments well, rather than making successful investments, said Mio Kato, founder of LightStream Research who publishes on Smartkarma.

Tomoshizu Kawase, Katsuya Miyakawa, Wataru Suzuki • (Opens in a new window) ⧉

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Hong Kong Stock Index’s Revamp May Drag On to 2023, Analysts Say

By | Press Coverage

Excerpt: But the firm is “finding it tough to reach the target by excluding unprofitable companies” and is unlikely to attain its goal this year, Brian Freitas, an analyst who publishes research on Smartkarma, wrote in a note.

John Cheng • (Opens in a new window) ⧉

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China’s Internet Giants Face New Era Of Tough Oversight And Low Growth

By | Press Coverage

Excerpt: … being excluded from new game approvals is a sign that the regulatory probe on dominant players such as Tencent is not going to end anytime soon,” writes LightStream Research analyst Shifara Samsudeen, who publishes via research platform Smartkarma.

Yue Wang • (Opens in a new window) ⧉

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Masayoshi Son’s Rough Week Is Capped by Elliott Selling SoftBank

By | Press Coverage

Excerpt: “Rising uncertainty on platform company investments and Vision Fund management, and the lack of cash flow from other asset sales means the discount might be tough to narrow further,” said Travis Lundy, an analyst who publishes on SmartKarma.

Jeong Lee • (Opens in a new window) ⧉

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SoftBank shares fall after Elliott sells stake

By | Press Coverage

Excerpt: The discount might be hard to narrow down due to rising uncertainty on platform company investments and Vision Fund management, and the lack of cash flow from other asset sales, said Travis Lundy , an analyst who publishes on SmartKarma A SoftBank …

Financial Assets – Consumer Cyclical • (Opens in a new window) ⧉

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Smartkarma Research: Five things to know about China’s scandal-struck chip industry ‘Big Fund’

By | Press Coverage

Excerpt: … on Caixin here: https://www.caixinglobal.com/2022-08-10/five-things-to-know-about-chinas-scandal-struck-chip-industry-big-fund-101924443.html Author: Caixin Global , Articles from Caixin Global, Caixin Global | Insight Provider on Smartkarma This …

The Economic Times • (Opens in a new window) ⧉

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