Upgrade SoftBank's FVE to JPY 11,900 on Flying Alibaba
We upgrade our Softbank Group Corp (9984 JP) fair value estimate to JPY 11,900 per share from JPY 11,000 per share on the back of our upgrade in...
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KDDI Forecasts Maintained as the Push into IoT Continues
KDDI (9433 JP) recently announced 1Q18 results that were ahead of expectations as mobile service revenue returned to growth and...
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Alibaba (BABA US) - 1Q FY17 Expectations Soaring, Mixed Implications for SoftBank (9984)
Alibaba Group Holding Ltd (BABA US) reports on Thursday August 17th, and even though consensus is already very bullish (1Q FY17 OP of RMB14.2bil...
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SoftBank (9984) - Altice to Bid for Charter?
According to the New York Post, Europe-based Altice (ATC NA), which owns Cablevision, has thrown its hat into the ring and is in "early stage"...
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Hedge Hogging Series: What If Oaktree's Howard Marks Is Prescient Again in Predicting Market Bubble?
Oaktree Capital's Howard Marks senses some kind of market bubble developing in every asset class. But, there is no way in predicting the timing or...
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