bearish•Softbank Group•12 May 2023 21:00
Softbank (9984 JP): Private Company Valuations Still in Question
The key challenges for SoftBank; the Alibaba valuation “cushion” has been largely consumed, the group has big exposure to WeWork and the spectre of...
bearish•Softbank Group•27 Apr 2023 01:01
SoftBank Group (9884 JP) - Revolut’s Impending Valuation Write-Down?
A Schroders trust recently cut its valuation cut in Revolut by 46%, implying that SoftBank's 5% Revolut stake may yet need to be marked down ; this...
bearish•Softbank Group•19 Apr 2023 02:48
Softbank (9984 JP) – Focus on the SVFs, Are the Private Companies Appropriately Marked?
The NAV could be 10%-15% lower than stated now at the mid-May results release, due to a further squeeze in private company valuations; this would...
bearish•Softbank Group•28 Feb 2023 02:23
Softbank (9984 JP): Focus on Vision Fund II (SVF2) And Masa’s Massive IOUs
Softbank's SVF2 private companies, making up 87% of SVF2’s fair value, saw smaller negative valuation revisions than the public companies, is there...
bearish•Softbank Group•24 Oct 2022 17:47