SoftBank Group (9984 JP) reported Q2 results, for the period ending Sept 30, 2020.
Continue reading “Update on SoftBank after Q2 2020 results”Tag: SBG
SBG: Masa is online talking Q1 results
So far, I loved his references to ancient Japanese warfare and how he linked it to cash 🙂
Continue reading “SBG: Masa is online talking Q1 results”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.
Continue reading “News📰: AVI takes a stake in Softbank Group as it is too cheap to ignore”News📰: Softbank Group spends 500 bn JPY on Share Buy Backs
Softbank Group Corp or SBG (9984 JP) plans to spend 500 bn Yen (c. 4.8 bn$) on Share Buy Backs, potentially purchasing about 7% of currently Oustanding Shares that will then be retired.
- This plan follows Elliots proposal, the amount falls way short though
- Share Buy Backs should (in theory) help closing the Valuation gap (NAV minus fair value)
- I like the news, especially after the strong sell off
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.
Continue reading “Issues regarding Softbank Group”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…
Continue reading “SFTB: Softbank Group SOTP Valuation”
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