Softbank Result in Line; Looking to Become the Berkshire Hathaway of the Tech Industry
Softbank reported in line second-quarter fiscal 2016 (quarter-ending September 2016) results with revenue up 0.2%, operating profit up 3.5% and net...
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ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
362 Views
ARM Holdings: Softbank's "Android" - A Key Investment in Its Future.
We recently visited ARM Holdings in Cambridge and came away with a better appreciation of the time scale that Masa has alluded to (it is a...
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New Era of Softbank-Samsung Partnership? Son Met Lee Jay-Yong
What should we make of this meeting between Samsung's Lee Jae-yong and Softbank's Son? The timing of their meeting is so interesting. In fact, they...
338 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
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