Update on SoftBank after Q2 2020 results

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

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 …

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…

Advertisement

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.

SFTB: Softbank Group SOTP Valuation

Softbank Group Corp. (Softbank, SBG) is/was a Japanese Telecom Company, turned Investment Company. Determining what was and what is Softbank is not easy…