Softbank Group SOTP Valuation Update

Update as of Friday, Feb 14, 2020.

Pandora A/S Valuation Update after AR 2019

Pandora A/S released its Q4 and FY 2019 Annual Report on 4th February, 2020. The market reacted negatively with Pandora down 2.5%, presumably to the FY 2020 guidance, with sales guidance meeting expectations but expeted margin falling below expectations. I read through the material and updated my former Valuation-post of Pandora.

Advertisement

Issues regarding Softbank Group

There are various (troubling?) news in the media about Softbank Group (SBG, 9984 JP) and its investments, relating either directly to SBG or to its Softbank Vision Fund (SFV). These news urge me to update my SOTP Valuation for SBG posted in my prior SBG article and to decide what to do with the SBG shares I bought in October 2019.

Pandora: Trading Update for 2019

January 6, Pandora A/S (PNDORA) released a Trading Update based on unaudited financial numbers for FY 2019 which market participants reacting very positive, sending the stock higher (+10%).

Pandora A/S DCF-Valuation after 2019-Q3

Pandora, a Danish Company producing and Selling Mid-Priced Jewelry, most known for their charms concept, reported Q3 2019 results. Time to update my valuation. The Companys Management is trying to turn around sales trends, currently highly negative. If the turnaround will be successful is very uncertain, thus the Company trades at a Forward P/E of below 10 and out of 20 analysts only 3 give a buy rating. If it is successful there is a much higher valuation to be realized, …

Pandora A/S: 2019-Q3 Update

On Nov 5, Pandora A/S reported results for the 3-Months Period ending Sept 30, (2019-Q3). Market Reaction today was very negative: -17%.

GNK: Cash Offer from CK Noble for Greene King Shareholders

CK Noble (UK) Limited,a wholly-owned subsidiary of CK Asset Holdings Limited, made a Cash Offer of 850 pence in cash for each Greene King Share (GNK LN). In addition shareholders of GNK shares as of Aug 09, 2019 get payed a final dividend of 24.4 GBp (already received).