Sprint/T Mobile Merger: Don't Be Surprised If This Deal Is Re-Priced
Sprint shares now trade at a 27% discount to the value implied in their T Mobile merger agreement. With federal regulatory approvals secured, that...
486 Views
Softbank Group: Vision Fund Chill as Uber Price Falls and WeWork Prospectus Unimpressive
Softbank Group shares are down 9% since Q1 results despite little change in the underlying value of its various assets. This is visible in the...
697 Views
Softbank Group: Another Step Closer to Vision Fund 2
The Wall Street Journal reports that Softbank Group will approve a $40bn commitment for a second Vision Fund (SVF2) as early as today (article...
546 Views
Malaysian Telcos: Weak Trends Continue with DIGI's 2Q Result. Guidance Downgraded
The weakness we saw in 1Q19 results seems to have continued into 2Q in Malaysia with DIGI (DIGI MK) delivering a weak 2Q set of numbers with trends...
598 Views
Softbank Group: Upcoming US DoJ Ruling on Sprint Merger Is a $13bn Question for Shareholders
Softbank Group shareholders can be forgiven for thinking they have been on a roller coaster over the last few months as events in the US and China...
828 Views