Softbank - A Sizeable and Tactical Tender?
Post the close of market, Softbank Group (9984 JP) announced a $750mn USD tender offer through an unmodified Dutch auction to purchase a portion of...
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Smartkarma’s Week that Was in JP/KR: BGF, Japan Telcos, NCSoft, Nissan, and Nexon
After a holiday hiatus where markets were slow and somewhat quiet and the number of insights published and read dipped, we resume your regularly...
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Last Week in GER IPO Research: Leong Hup, China Tobacco, Futu and Weimob
We slide into 2019 with GER's recap of our latest IPO research. This week, we talk chicken as Arun initiates on the IPO Malaysian poultry producer...
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Japanese Telcos: What to Look for in 2019. Earnings May Surprise on the Upside.
The Japanese telecom market was more volatile in 2018 than anticipated. However, Chris Hoare remains broadly positive on the sector for 2019. While...
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Softbank: Reduced Yield Competitiveness, End of Passive Buying and Softbank Group's Hunger for Cash
We are once again turning negative on Softbank Corp (9434 JP) as the stock price is now 18% above the ¥1,200 level which we mentioned looked cheap,...
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