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...
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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...
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The Tribune/Sinclair Merger and the Move to ATSC 3.0
One of the bones of contention underlying opposition to Sinclair Broadcast Group’s $3.9 billion acquisition of Tribune Media, Inc., stems from new...
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SoftBank (9984) - Altice to Bid for Charter?
According to the New York Post, Europe-based Altice (ATC NA), which owns Cablevision, has thrown its hat into the ring and is in "early stage"...
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SoftBank - Cut Through the Noise and Focus on What Drives Its Value
Discount to NAV at -2x standard deviation, level looks good for SoftbankOver the past few months, Softbank Group Corp (9984 JP) 's discount to NAV...
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