bearish
Softbank Group and Didi Chuxing - Regulatory Pressure on the Rise
242 Views05 Jul 2021 10:38
Softbank is down 5% and the holdco discount is over 45% on Didi weakness. We think our forecasts cover regulatory pressure but the VF IPO flywheel looks creaky. Updated valuation tables inside
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Kirk Boodry
Telco/Internet specialist
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