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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bearishSoftbank Group
30 Nov 2024 05:00Syndicated

Tech Supply Chain Tracker (30-Nov-2024): Qualcomm-Intel deal talk ends.

Qualcomm-Intel deal speculation fades, Japan increases semiconductor subsidies, China's industry threatens South Korea, ChatGPT integration...

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bearishSoftbank Group
16 Nov 2024 02:23

Softbank (9984 JP): The Importance of Arm Is More a Curse than a Blessing

​SoftBank's reliance on Arm for NAV growth is a significant risk, given Arm's rich valuations, with potential risks from a JPY-USD FX reversal and...

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14 Nov 2024 08:53

Lucror Analytics - Morning Views Asia

Open interest rose for the fourth consecutive session on the 2Y notes contract, with traders building up bearish positions following the US...

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bullishSoftbank Group
06 Nov 2024 07:00

StubWorld: PCCW's Questionable NAV Premium. Plus Softbank Vs. Arm

Valuation-wise, PCCW is trading full. I'd reverse the stub here, however this unjustifiable NAV premium has become even more unjustiifiable. Avoid....

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bearishSoftbank Group
30 Sep 2024 21:30

Softbank (9984 JP) - Despite the High NAV Discount, We See Greater Headwinds; Downgrading to Neutral

​SoftBank's high NAV discount may seem optically attractive, but headwinds have increased; JPY strength is on the rise and Arm Holdings' premium...

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