Softbank Group: Vision Fund Bankruptcies, WeWork Lawsuit as Discount Hold Steady
Softbank shares now trade at a 54% discount to fair value, a slight improvement from 56-57% last week as shares have moved up slightly on an...
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Softbank Group: US Exposure in Three Acts - Sprint, WeWork and Vision Fund's Public Portfolio
Mixed news coming out of the US for Softbank as the T-Mobile/Sprint deal closes, word starts to spread that the WeWork minority buyout won't...
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What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
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Softbank Group: Moody's Downgrade Highlights Investor Scrutiny of Balance Sheet Relief
Shots fired! Moody's two-step downgrade of Softbank Group debt to Ba3 on concerns it was selling high value stakes to shore up risky private equity...
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Gojek Gets Additional Funding-Indonesia Food Authority Disapproves of Rumoured Merger Deal with Grab
There have been rumours about a Gojek-Grab merger since February this year. Gojek denied the news and Grab declined to comment. In this insight, we...
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