Softbank Group: An Update on Vision Fund Companies and Trading Volumes
With restructuring plans and FY19 operating losses already announced, the volatility around Softbank Group has eased but concerns on Vision Fund...
251 Views
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...
365 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...
307 Views
Softbank Group: Implications of an Unprecedented Buyback and Asset Sale Program
Softbank's surprise announcement of a buy-back/de-leveraging program should continue to be well received and we expect that today's limit-up 19%...
625 Views
Softbank Vision Fund Adding More Cash into Oyo in Reported Down Round, Avoid Softbank NAV Discount
Rescue cash for Oyo. Oyo has raised US$807m of a US$1.5bn funding round according to ETtech.com and other media sources on March 17th. Funding...
1.3k Views