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SoftBank Group Corp. (SFTBF)
Other OTC - Other OTC Delayed Price. Currency in USD
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Son told his top executives to slow down SoftBank’s investments as interest rates rise and Beijing enforces a regulatory crackdown on the tech sector. Son was also concerned about his personal borrowings against SoftBank shares, said people familiar with the matter.
What comes to ARMs IPO, Masa needs to pull fast one alá DiDI. ARMs so called profitability and growth are all created with accounting gimmicks and window dressing. It will drop like a stone when market realizes that!
If they load up ARM with $10B debt prior IPO, all the cashflow in coming years will be spent to service that debt. Seems toxic deal from IPO-investors perspective!
ARKK should invest in SoftBank, and SoftBank should invest in ARKK.
Son should marry Cathie, nobody else will.
And they have the same talent for losing money.
Julius Caesar - Renaissance
1 risk to Alibaba: softbank liquidity
Alibaba could be colleteral
Think we get forced liquidation of both SFTBY holders and holdings within the company itself. Single digits beckon within a few months
Why is this not hyped up? 51 billion cash on hand too? only 100 billion market cap? their hedge fund makes history every year for most $ made in Japan. Im perplexed, but as Buffet says "buy the inefficiency"
Other holdings include Softbank Corp. [ja], Softbank Vision Fund [ja], Arm Holdings, Fortress Investment Group, Boston Dynamics, T-Mobile US (24%), Alibaba (29.5%), Yahoo Japan (48.17%), Brightstar (87.1%), Uber (15%), Didi Chuxing (c. 20%), Ola (c. 30%), Renren (42.9%), InMobi (45%), Hike (25.8%), Snapdeal (c. 30%), Fanatics (c. 22%), Improbable Worlds (c. 50%), Paytm (c. 20%), OYO (42%), Ping An Insurance (7.41%), Slack Technologies (c. 5%), WeWork (c. 80%), ZhongAn Online P&C Insurance (5%), Compass (c. 22%), AUTO1 Group (c. 20%), Wag (45%), Katerra (c. 28%), Cruise Automation (c. 19.6%), ParkJockey, Tokopedia (Indonesia), and many more companies
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
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?
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.
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?
We believe, best way regain momentum at this point would be IF Softbank launched own EV-venture. Name could be "Masa Motors Inc".
My softbank pitch is " they own 25% of Alibaba, are the biggest venture fund investor in AI, and that Nvidia just bid 10s of billions on ARM" such a golden company. Its a joke looking 10 years out. 1k isnt even crazy if My prediction of multiple 10 trillion companies around. they will be in the mid trillions, plus buy backs.
when this chat is loaded with pumpers, hope those reading now will enjoy the profits ;)
Softbank sets record earnings and it's down?? They own 25% of Alibaba shares worth $150B. Market cap of SoftBank is only $150B. So the rest of Softbank is worthless??? This stock is way undervalued.
If this price action continues, Masa will take it private. SFTBY is trading at a 40-50% discount from its real value.
Why did this stock lose half it's value in one day and there is no news ??? What is the deal?
Love how no one is talking about the ARM deal. NVDA is bidding 54 billion for it. SOftbank owns it. seeing how softbank also owns 25% of alibaba, the current valuation makes no sense. Wait for a 20-30 billion buy back announcement by the end of the year. This stock is easy money for the patient.
softbank owns 20% of doordash, $9 B shares of Uber, $40 B NVDA equity from Chip company sale, 20% of Alibaba and list goes on. Why it is selling at market cap $131 B. This stock is better than any Tech ETF.
SFTBY should trade $45 after ARM abd TikTok deal. $50B ARM deal will bring cash and NVDA stocks. It has 50% easy run up potential in a month
Didi's IPO tomorrow and SFTBY's 21.5% stake will, once again, increase the disconnect between its investments and its market cap.
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