Canada Markets closed

SoftBank Group Corp. (SFTBF)

Other OTC - Other OTC Delayed Price. Currency in USD
Add to watchlist
60.04+0.93 (+1.57%)
At close: 3:45PM EDT
Sign in to post a message.
  • R
    Ryan
    bought some more. hype af the pumpers forgot the news already. Give me this dime piece under 30! under 20! I need more for the long term take off
  • R
    Ryan
    Up because people are expecting buy backs from the new deal. In masa we trust
  • B
    Booda
    One question: why Softbank investment gain from many startups and other companies is not reflected in its stock price? Or its stock shareholders are not part of those investments?
    Its stock is merely up during the last 5 years!
  • Y
    Yeah Pete!
    Wow this is down big from where I last saw. I just may nibble here. ARM itself is worth 40 billion according to NVDA. I'm starting a position here.
  • S
    SLA
    RSI at 19. Very oversold. Time for Masa to enter with stock repurchase plan.
  • H
    Hairy
    We believe that this Softbank story starts getting little bit stale... To shine some light under the skirt of Masa Son, Softbank should unveil electric car project! AI powered of course!
  • R
    Ryan
    buying the dip
  • g
    gergfer
    Wwhat's happening here?
  • D
    Declan
    softbank getting close to margin call with poor chinese stock performance. they’ve unloaded blocks of doordash and uber now
  • K
    KING (aka Steve)
    All gains of 2020-2021 lost.. great
  • r
    raman
    This is not to be invested security, too much leverage via debt.
  • J
    John
    With many of their biggest holding rising (BABA, DiDi…) I purchased Softbank again
  • r
    raman
    Very smart from SoftBank to hold new investment in China, now they are a buy.
  • R
    Ryan
    DD FOR GOAT OF 2021:

    It'll go name, % owned, and valuation currently. Keep in mind this gem is valued under 130 bill

    Alibaba- 24.9% - $ 146.99 bill

    Uber - 13% - $ 12.58 bill

    Doordash - 20% - $ 11.92 bill

    Bytedance (tiktok) - can't find exact amount. Ranges from 3-37%, but research indicates position is worth well over 100 billion

    Coupang - 3% - 2 billion

    Didi - 20% - 60 billion. Side note is that DIDI gonna has possibility of being wrecked thanks to CCP. Softbank could get an over reaction from it. But the people selling are the ones that don't understand that DIDI is only one portion of the weight of softbank, not the whole shebang.

    Overall, solid company, my biggest position behind google. Easily see this at a 400 billion valuation in 5 years and 1 Trillion by 2030 given that Alibaba itself can carry, all the others are just the icing on top. GLTA, and if you read all the way through, I appreciate ur thirst for knowledge
  • S
    SLA
    Didi's IPO tomorrow and SFTBY's 21.5% stake will, once again, increase the disconnect between its investments and its market cap.
  • H
    Hairy
    One reason Softbank seems t o be undervalued, is simply because of governance issues. Masa wants to cut all sorts of preferred deals ahead of other shareholders alá WeWorks Neumann. So in that sense, "discount" is very much warranted!
  • A
    A
    Stock is dropping due to Arm deal not going to go through with Nvidia due to issues with their china office.
  • J
    John
    New potential investor here, how is it that the market cap is so low given they own 29% of BABA having bought it for 100 million?
  • L
    Lorcan458
    It's not just the Alibaba holding that is undervalued. Most people have no idea how intrinsic ARM chips are in phones, tablets, ultraportable laptops, industrial robots and now...cloud data centers...

    Amazon Web Services launched its Graviton2 processors, which promise up to 40% better performance from comparable x86-based instances for 20% less. Graviton2, based on the Arm architecture, may have a big impact on cloud workloads, AWS' cost structure, and Arm in the data center.

    Also, vastly, incomprehensibly undervalued is Boston Dynamics. Robots for search and rescue, fire departments, police departments, military, construction companies, security guards, military, medical...send in a robot into a quarantine zone, let it deliver medicine...it can climb stairs, open doorknobs, has temperature sensing cameras to detect fevers at a distance...then have it walk itself into a ultraviolet light booth to decontaminate itself. The possibilities are endless and relevant and they can do all this today. Right now. They can be mass produced this month.

    Then there is Pepper for education and customer service, their automated cleaning robots, and dozens of other holdings that are built to do relevant and cutting edge business over the next 30 years.
  • L
    Lorcan458
    Something very odd is going on with how people are evaluating the stock price in a "free market," "self correcting," "already priced in" model as it pertains to SoftBank. Their market cap is 82B. Their Alibaba stake ALONE is 128B. Add to that ARM (35B+++), Boston Dynamics (arguably the absolute top robotics company on the planet), the largest mobile carrier in Japan, Sprint and it's spectrum, one of the fastest growing hotel chains in Asia, and on and on.

    People talk about the debt in some of their investments where they hold minority stakes, but that debt is structured to accrue to the company itself, not Softbank.

    What is the rational explanation of this market cap?