Archive For

April 2020

SoftBank – Fire sale?

SoftBank is likely to have to sell more assets.  SoftBank is in an increasingly tight spot as many of its portfolio companies are in trouble...

Huawei 2019 – The lighthouse and the iceberg.

2020 likely to be a very difficult year.  Huawei has done an excellent job of weathering the storm in 2019 but the tidal wave in...