U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
216 Views
Softbank Starts on Its ¥4.5trln Capital Plan - A Model for Bullishness
A bit over a year ago in early February 2019, Softbank Group (9984 JP) CEO Masayoshi Son went on a rant during the FYQ3 results announcement,...
377 Views
Softbank Group Q4: Details of Asset Restructuring Are Becoming Clear as Vision Fund Losses Mount
Softbank Group (9984 JP) Q4 and FY19 results came in slightly worse than its pre-announced guidance. This was the largest loss in Softbank's...
190 Views
Softbank Group: Vision Fund Bankruptcies, WeWork Lawsuit as Discount Hold Steady
Softbank shares now trade at a 54% discount to fair value, a slight improvement from 56-57% last week as shares have moved up slightly on an...
494 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...
357 Views