Softbank Corp - Accounting for The Accounting Is Complicated
Softbank Corporation is more expensive than it appears when one uses traditional telco metrics such as EV/EBITDA or EV/OP multiples. It's all in...
406 Views
ZhongAn Vs. Lemonade: Which One Is a Better Insurtech Bet?
With encouraging signs shown in 2020, ZhongAn Online is preferred to Lemonade, both from the perspectives of the valuation and company development.
513 Views
Sky Perfect JSAT - Upside Potential in Space Business (Initiation of Coverage)
Sky Perfect JSAT is better known for its direct broadcast satellite (DBS) video business but the space business represents more value and has been...
395 Views
NTT 2022 Consensus Has *almost* Caught Up To Pro-Forma - But It's Still Probably Low
NTT Street Consensus for FY21-23 should have had a jump shift at the end of September last year. It did not. It slowly drifted higher. I expect a...
276 Views
Softbank Group - Tear Sheet - Lucror Analytics
We view Softbank Group (SBG) as "Low Risk" on the LARA scale. This is mainly due to the company's low leverage, as measured by LTV (11-16%),...
203 Views