Sprint (S US) - Bloomberg Claims Deal Close, Democrats Move to Impede Deal With T-Mobile
According to Bloomberg, Sprint Corp (S US) and T Mobile US (TMUS US). are putting the finishing touches on a merger that’s likely to be announced...
310 Views
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
Japan Telco Review: On Track to Meet 2017/18 Guidance. Rising Shareholder Returns a Key Attraction.
Financial results for 1Q17 (for YE March 18) were largely in-line although mobile service revenue was flat and Ebitda down 3% as the sector lapped...
285 Views
Sprint / TMUS Merger Inches Closer
According to a plethora of media reports the ongoing merger talks between Sprint Corp (S US) and T Mobile US (TMUS US) have reached tentative...
335 Views
Three Issues for Net Income Forecasts for Softbank. Prefer to Look at SOTP. Remains a BUY.
Kirk Boodry wrote recently about accounting issues at Softbank (9984 JP) when taking including the Vision Fund (SVF). In fact, forecasting net...
343 Views