Softbank Group

Softbank – Not Pretty

Equity Bottom-Up
276 Views, 12 May 2022 20:50
EXECUTIVE SUMMARY
  • Softbank results were about as ugly as expected and the only major new information in our view was that they took a small (too small) write-down on their private holdings. 
  • Masayoshi Son did Masayoshi Son things regaling investor with tales of “To the moon bro!” but offered little of substance to suggest a turnaround was near. 
  • Ultimately we keep coming back to the question of where margin calls might be struck.
detail (2-minute read)
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Mio Kato
Japan/Asia Long-Short
LightStream Research
JapanEquity Bottom-UpEquity Capital Markets

Over 15 years analysing Japanese and Asian stocks from a long/short perspective I focus on cyclically driven sectors su... 

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