Upgrade to Softbank Target Price Driven by Alibaba. Holdco Discount Looks Extreme
We have raised our target price for Softbank (9984 JP) from ¥13,200 to ¥15,500 on a higher valuation for Alibaba (BABA US) tempered modestly by...
485 Views
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...
323 Views
Yahoo Japan (4689) - Game On for HTML 5 Portal
We are getting positive feedback from our sources at Square Enix (9684 JP) and Cyberagent (4751 JP) on Yahoo Japan's (4689 JP) new game platform...
456 Views
Softbank (9984) - 1Q FY17 Results: All Over the Place, but Passable in Aggregate
Softbank (9984 JP) produced what at first glance (OP ¥479bil +50% and ¥140bil ahead of expectations) were fantastic figures, but which on closer...
328 Views
Yahoo Japan (4689) Looks to Revive the Browser Game
Yahoo Japan's (4689 JP) move into “browser gaming for mobile”, announced last week, produced an underwhelming response in the stock market. The...
383 Views