ENTITY
Softbank Group

Softbank Group (9984 JP)

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Analysis
Communication ServicesJapan
SoftBank Group Corp. provides telecommunication services. The Company also operates ADSL (Asymmetric Digital Subscriber Line) and fiber optic high-speed Internet connection, e-Commerce businesses, and Internet based advertising and auction businesses.
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bullishSoftbank Group
07 Jun 2024 00:33

Softbank (9984 JP): This Time, It’s Different

We believe that ​Elliott's push for share buybacks and other strategic reforms at SoftBank should be a game changer for minorities, and this should...

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bearishSoftbank Group
14 May 2024 05:42

Softbank (9984 JP): Has Group NAV Peaked?

​Softbank's NAV has risen to a new peak driven by Arm's market valuation and helped by JPY weakness; yet Arm's super premium valuation poses...

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bearishSoftbank Group
18 Apr 2024 18:33

SoftBank (9984 JP): Arm Out-Stretched (On Valuation) And Is JPY Depreciation Largely Done?

​SoftBank's Arm faces valuation hurdles as shares drop 12%, while JPY weakness may reverse due to Fed and BoJ actions. SoftBank shares trade at a...

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bullishSoftbank Group
11 Mar 2024 08:08

ECM Weekly (11th Mar 2024) - Oriental Land, ARM, Tuhu, Wiwynn, Macrotech, Zomato, Trial Holding

Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.

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bearishSoftbank Group
19 Oct 2023 00:59

SoftBank Group (9984 JP): More Downside Risk to the NAV than Upside Potential

​SoftBank trades at a 44% discount to the NAV; it has downside risk due to high market valuations of Arm and the unlisted SVF holdings lack...

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