Stock Ideas from Data Mining Technical Publications: A Look at 5G
5G connectivity is expected to spawn new business and services across sectors. We review the technological positioning of companies competing in...
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Softbank Corp Placement - Smaller Than Expected, but Overhang Weighs
Softbank Group (9984 JP) (SBG) is looking to raise almost US$3bn by selling some of its shares (5%) in Softbank Corp (9434 JP) (SBC). Post sell...
218 Views
Softbank Group: US Exposure in Three Acts - Sprint, WeWork and Vision Fund's Public Portfolio
Mixed news coming out of the US for Softbank as the T-Mobile/Sprint deal closes, word starts to spread that the WeWork minority buyout won't...
355 Views
Global Telcos: An Overlooked COVID Play
The spreading of COVID-19 has challenged the existence of most companies around the world. However, the share prices of communication platforms...
311 Views
Softbank G: Pandemic Read Across from Vision Fund Losses, WeWork Worries Drive Discount Higher
Softbank is trading down as the near-record stock market declines in the US roll into Japan. With an 8% overnight decline in the Vision Fund's...
415 Views