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...
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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...
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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...
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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%...
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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...
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