Back in Telefonica
SEPI, the Spanish Treasury's public holding company, is considering buying a stake in Telefonica SA, possibly around 5% to gain a seat in the...
349 Views
Softbank Group (Neutral) - Japan’s Global Tech Play: Initiation of Coverage and Q3 Preview
In this deep dive report, we initiate coverage at Neutral with a ¥6,300 target price. We think global tech will struggle but a recovery in China...
524 Views
Softbank – Still No Buyback Means Still Little Reason to Buy
Softbank has surged on news of its TMUS stake sale to DT but is this simply a short squeeze given the continuous selling of the stock since May or...
441 Views
Softbank Group - DT Call Option Adjustment Includes Strategic Partnership but Less Cash
Softbank and DT have restructured an agreement on the sale of TMUS shares. That doesn’t justify the 10% move in Softbank shares but with cash...
469 Views
Softbank Group: Accelerated Asset Sales (Alibaba, ARM) Read Across to Vision Fund 2
Softbank has sold a further block of Alibaba shares whilst a restructuring of ARM points the way to a reintroduction of that business to public...
601 Views