SoftBank (9984): Nears Deal for Uber Stake

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Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

<p>At what price would you be willing to sell your Uber stock? Since the start of this investment exercise, <strong><a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank (9984 JP)</a></strong> has been looking to buy secondary stock in Uber at a sharp discount to the US$68bil price at which the company is willing to put in new equity. The size of that discount has shot up in the wake of the hacking scandal, with SoftBank rumoured to be looking to snap up a 14% stake at US$48bil (US$33/shr), which is a 30% discount to the previous funding round price. Whatever…</p>

At what price would you be willing to sell your Uber stock? Since the start of this investment exercise, Softbank (9984 JP) has been looking to buy secondary stock in Uber at a sharp discount to the US$68bil price at which the company is willing to put in new equity. The size of that discount has shot up in the wake of the hacking scandal, with SoftBank rumoured to be looking to snap up a 14% stake at US$48bil (US$33/shr), which is a 30% discount to the previous funding round price. Whatever…

SoftBank (9984) - Finds Some Sellers for Uber as Car Hailing App's Losses Widen

Softbank Group

SoftBank (9984) - Finds Some Sellers for Uber as Car Hailing App's Losses Widen