Softbank Group: Deep Dive into Vision Fund's $10bn in Expected Valuation Losses for This Quarter
In this report, we dig into the Vision Fund portfolio to see which investments drive what looks to be a ~¥1,000bn operating loss for Q4. We have a...
366 Views
Softbank Group: Uber Impairment Provides Clues to Vision Fund's Anticipated $10bn Q4 Write-Down
Uber has withdrawn FY2020 guidance, provided early numbers on Covid-19 spending and announced it would write-down the value of minority...
360 Views
Softbank Group: FY19 Losses Will Be in the Range of ¥750bn on Investment Losses
Softbank Group (9984 JP) has warned on FY19 results including a ¥1,350bn net operating loss and net losses of ¥750bn. Vision Fund is the culprit as...
308 Views
Thai Corona Crisis (April): Bangkok and Phuket Become Ghost Towns!
The COVID-19 pandemic continues to take a heavy toll on the Thai economy and decimate Thai equities on so many fronts. In this review, we highlight...
421 Views
Smartkarma Originals
In-Depth Analysis: Digital Banking Strategies Across Asia
Overview of Digital Banking in AsiaDigital banking is at a tipping point in Asia as many countries are issuing or will in the future issue virtual...
710 Views