Tim Culpan
Stories by Tim Culpan
The 395% surge in the shares of Sea Ltd. last year makes Tesla look cheap
Sea is worth 29-times its 2020 revenue, and 16-times estimated sales this year.
With new export rules, China has become the arbiter of TikTok’s fate, not Trump
The US president may have to contend with the possibility that TikTok won't find a buyer.
Sea has opportunity to ride pandemic surge to make bold acquisitions
Among the areas to explore is logistics, where it can explore a JV, minority stake or outright acquisition.
If Nadella can swing it, TikTok could be Microsoft’s deal of the decade
Nadella has been the architect of Microsoft’s transformation from PC operating systems to cloud computing.
Why SoftBank should take its Yahoo merger live with M17
The march toward live-streamed e-commerce seems unstoppable.
Facebook and Mukesh Ambani can thrive in post-virus India digital retail
The 10 per cent stake values RIL's telecom unit at a 47 per cent premium over $45 billion.
Neumann could be cornered as SoftBank has second thoughts about WeWork
Probes by the U.S. Justice Department and the SEC have given SoftBank an excuse to go back and renegotiate a deal with The We Company's existing sh
SoftBank’s share buyback plan is all about getting the timing right
The Japanese conglomerate plans to spend up to $4.8 billion to purchase as much as 7% of its own shares.
How China’s coronavirus outbreak is bringing Alibaba to its knees
CFO Maggie Wu told investors that China's retail and local consumer businesses would be hit hardest.
Should SoftBank’s Masayoshi Son try angel investment?
An 80 per cent writedown on The We Co. has delivered some cold hard truths about Son's vulnerability.