Sprint / TMUS Merger Inches Closer
According to a plethora of media reports the ongoing merger talks between Sprint Corp (S US) and T Mobile US (TMUS US) have reached tentative...
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Three Issues for Net Income Forecasts for Softbank. Prefer to Look at SOTP. Remains a BUY.
Kirk Boodry wrote recently about accounting issues at Softbank (9984 JP) when taking including the Vision Fund (SVF). In fact, forecasting net...
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Softbank - Accounting for the Vision Fund in Softbank
Softbank (9984 JP) hosted an analyst meeting in Tokyo recently to discuss accounting details for the Softbank Vision Fund (SVF) Â (Softbank...
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Sprint's Preferred Partner Is A Cable Company
Sprint is mulling a number of options with a number of parties, but the No.4 US wireless carrier’s ideal partneris a cable company, a senior Sprint...
265 Views
Market Is Ignoring Naspers' Investment Track Record. Discount to Underlying Value Is Unjustified
Over the last year, either the market has implicitly marked down the value of Naspers (NPN SJ) unlisted e-commerce assets by $18bn, OR the implied...
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