Alibaba Drives SoftBank's FVE Up; SoftBank on the Acquisition Trail for the Vision Fund
Two increases to our Alibaba Group Holding Ltd (BABA US) valuation since Softbank Group Corp (9984 JP)’s full year result have driven up our...
163 Views
Softbank 4Q16/17 Numbers: Japan Telcos Weak but the Main Interest Is Potential for US Consolidation.
Softbank's (9984 JP) recently released 4Q16/17 numbers were a bit weak on the Japanese domestic telecom side. However, while financial results...
254 Views
The Week That Was in NorthAsia@Smartkarma - Moon Wins, JPN Autos Report and Obayashi Rd Holders Lose
Korean coverage continued to focus on politics as this week the election of Moon Jae-In took centre stage with Douglas Kim and Prasenjit K. Basu...
222 Views
SoftBank - Not A Bank, But the Stock Behaves Like One... And Perhaps It Should
Up until one year ago, shares in Softbank Group Corp (9984 JP) basically moved as a low-beta proxy for Alibaba Group Holding Ltd (BABA US), which...
492 Views
SoftBank - Comcast / Charter Deal Puts Spotlight Back on TMUS / Sprint
Following speculation on the matter in the Wall St Journal, Comcast and Charter Communication have announced a wireless partnership that should...
246 Views