Shinoken (8909 JP), June 2021

Shinoken seems like a good bet to take.

Quicky #17 on Shinoken (8909)

This is part #17 about a Japanese company active in the real estate business.

Quicky #16 on Tradelink (536 HK)

This part #16 is about Tradelink Electronic Commerce Limited, which I found using a screen for ‘cheap’ Hong Kong stocks with a net cash position …

Quicky #14 on Koshidaka (2157 JP)

This is part #14 about Koshidaka Holdings, which business mostly consists of karaoke services in its domestic Japan market.

Quicky #13 on China Mobile (941 HK)

This is part #13 of quickies on new companies taking a look at the worlds biggest mobile service provider.

Oriental Watch still has a huge pile of excess cash

Oriental Watch completed its conditional share buy back offer and reported H1 results.

Tencent Music continues to deliver Superior Value to Users but Politics is a risk! (Q3 2020)

TME reported Q3 2020 results on Nov 10th. Key operational metrics are good. But Chinese politics is targeting the tech sector and its monopolies …

I looked at the Banking Industry and I invested in this Asian company! (Silverlake)

This is part six and at the same time the last piece of my series on banks, for the time being. In this post I will do a quick recap of the series and take a look at my learnings.

More important for you: I analysed a company I had on my to-do-list for some time now …

Update on SoftBank after Q2 2020 results

SoftBank Group (9984 JP) reported Q2 results, for the period ending Sept 30, 2020.

Quicky #4 on Inpex (1605 JP)

This is part #4 about Inpex Corporation (1605 JP). I stumbled about the company when reading about Royal Dutch Shell’s huge Prelude FLNG project off Australia in which Inpex owns a stake with several other Asian companies. Inpex took a huge one-off charge due to operational production problems depressing current earnings. Time to take a look …

Is Tencent Music (TME) worth buying for its massive long-term growth potential?

[This post was published with password protection on Sept 22 but is now reposted without protection] Spotify is a very well known company in Western Europe and the US. Chances are that you use either Spotify’s services or any other service from Apple, Google, Amazon, etc! Spotify’s investing story rides on the huge secular growth trend of music streaming and podcasts, accelerated through covid-19, resulting in its one year stock price performance of +60%. Spotify’s profitability might be an issue, though. But there might be a more profitable alternative for investors …

Quicky #3 on L’Occitane

This is part # about one of my smaller ‘legacy positions’ which I bought into without a deeper analysis. As many retailers the company was and is strongly impacted by the pandemic. Time for a quicky (which got a bit longer) …

Buying Oriental Watch despite short term uncertainty

Since my last post regarding Oriental Watch I wanted to buy some shares, but never did so because …

Is SoftBank Group still worth holding? (update after Q1 results)

SoftBank Group Corp. reported its earnings results for Q1 FY2020 ending June 30, on Tuesday (Aug 11, 2020). Time to update my SOTP valuation …

SBG: Masa is online talking Q1 results

So far, I loved his references to ancient Japanese warfare and how he linked it to cash 🙂

News: Nvidia in advandced talks to buy Arm from SoftBank Group

Nvidia seems to be in ‘advanced discussions’ to buy Arm from SBG, which bought the company in 2016 for $ 32 bn. This could become the largest deal ever in a consolidating semiconductor indutry…

Revisited: Is Oriental Watch the right Hong Kong bargain I want to buy right NOW?

In April, I finally published a post about Oriental Watch. I followed the company since October 2019, but uncertainty remained too high to form an investment case. The bottom line was, I promised to take another look at Oriental Watch when the (preliminary) annual results are available. Final results were released Monday …

Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: Wirecard, Acatis, China, Inflation, Zoom, Retail Investors, …

Softbank Group: Do I Want to Buy More, Hold or Sell?

SoftBank Group (SBG) reported its earnings results for FY2019 on Monday (May 18, 2020), including record losses — mostly driven by adjusting the value of its investments like WeWork and Uber, downwards. Son announced another share buy back program and that SoftBank would invest in startups on its own, since finding outside investors for SVF sequels is unlikely. Time to update my sum-of-the-parts valuation…

Is Oriental Watch the right Hong Kong bargain I want to buy right now?

Oriental Watch Holding Ltd. (Oriental Watch, OW) is a holding company that is listed in Hong Kong (398 HK) since 1993. It is active as a luxury watch retailer in greater China with stores in Hong Kong, Mainland China, Macau and Taiwan. I got the initial idea from a blog I highly recommend you to follow! …

Quickie📢: Softbank Groups recent One Month Performance

Softbank Group (9984 JP) fell to a recent low of 2,687 JPY on March 19. Reseasons were the corona crisis hitting its portfolio of startups and mounting credit fears. Since then it recovered strongly, currently trading for 4,735 (+76%). Developments taking place were manyfold, such as …

News📰: AVI takes a stake in Softbank Group as it is too cheap to ignore

After Elliott, another activist Investor invests in SBG as discount to NAV is too big to persist and proposes steps to increase shareholder returns.

Quickie📢: This time is different❗

This is a follow up on my post Corona Virus and Financial Market Fallout.

This (financial) crisis, induced by the global corona pandemia rattling through Asian, European and American economies, is indeed different when compared to other financial crisis!

Softbank Group SOTP Valuation Update

Update as of Friday, Feb 14, 2020.

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.