Lions and Tigers and Politicians, Oh My! Update on Japan Telecoms’ Fee Changes and Potential Risks
Comments from politicians may be more bark than bite, but clearly the recent remarks on Japanese mobile phone bills being excessive are, and need...
421 Views
SoftBank Group (9984 JP): Don't Hold Your Breath on SoftBank Corp IPO Closing the Holdco Discount
Softbank Group (9984 JP)’s market cap has consistently traded below its NAV. A popular narrative seems to be that the upcoming Softbank Corp (9434...
493 Views
Softbank KK IPO: Interesting at the Lower End of the Range (¥1,400-¥1,600)
Softbank's (9984 JP) massive IPO for Softbank Corp (9434 JP) (SB KK) is now "live" as they look to raise $20bn+ with an EV of over $90bn. Much has...
946 Views
Softbank IPO: A 5% Dividend Yield Means Little if There Is No Risk Buffer
There has been a lot of coverage on this highly anticipated IPO by Smartkarma IPs.We provide our own perspectives on the IPO below.We focus on the...
732 Views