Softbank Group - Tough Week for VF as Public Portfolio Falls $6bn over Two Days
Vision Fund's public portfolio has been hammered on weakness at Grab, Coupang and WeWork and QTD losses are approaching the record level from Q2...
394 Views
Softbank Group - Alibaba Remains the Key Share Price Driver as VF Diversification Stalls
Vision Fund, ARM and buybacks have grabbed headlines but Alibaba's share price has been the best predictor for Softbank's value, particularly over...
389 Views
Softbank Group - ARM News, Vision Fund Weakness Highlight That Share Buyback Will Be Back Loaded
Shares never captured Nvidia upside so the collapse of the ARM sale is not surprising but it also removes the primary source of funds for the share...
229 Views
Grab - The Fama Factor
The move by Grab and Singtel to take a combined 32.52% stake in Bank Fama, owned by Emtek Group, signals a significant strategic move in digital...
307 Views
Softbank Group - SenseTime Rally Offsets Some of China Weakness but Q3 Vision Fund in the Red
A strong public debut for SenseTime boosted Vision Fund performance after Didi released dismal results but the portfolio is likely in the red for...
416 Views