891624 : SoftBank Group Aktie - 400% Kurspotential (Seite 35)

[pickuru]

Investitionsfonds lässt Softbank-Gewinn explodieren – die Blitzanalyse

https://www.handelsblatt.com/unternehmen/it-medien/technikin…

[soleil1504]

Antwort auf Beitrag Nr.: 59.137.347 von soleil1504 am 05.11.18 08:47:09

Und jetzt gibt es auch noch das schöne Präsentationsmaterial dazu:

https://cdn.group.softbank/en/corp/set/data/irinfo/presentat…

[soleil1504]

Das Q2-2018 ist da

https://cdn.group.softbank/en/corp/set/data/irinfo/financials/financial_reports/pdf/2019/softbank_results_2019q2_001.pdf" target="_blank" rel="nofollow ugc noopener">https://cdn.group.softbank/en/corp/set/data/irinfo/financials/financial_reports/pdf/2019/softbank_results_2019q2_001.pdf

[Antropophagi]

Antwort auf Beitrag Nr.: 59.111.003 von soleil1504 am 01.11.18 09:30:26

Oh. Verstehe. Danke .

[soleil1504]

Darum kommt der Absturz heute:

NOVEMBER 1, 2018 / 8:15 AM / UPDATED AN HOUR AGO
Japan' Rakuten, KDDI to tie up, challenging NTT Docomo, SoftBank

TOKYO (Reuters) - Rakuten Inc on Thursday unveiled a tie-up with telecom company KDDI Corp as the Japanese e-commerce firm aims to enter the mobile phone services business, challenging bigger rivals NTT Docomo and SoftBank Group Corp.

KDDI will give Rakuten access to its nationwide roaming services, while Rakuten will provide KDDI its expertise in mobile payments, the two companies said in a statement.

The government has backed Rakuten’s planned entry into mobile services next year, saying increased competition will benefit consumers. But analysts have been sceptical that Rakuten will be able to build out a sufficient network to provide reliable, high-speed services on its own.

The deal comes as the country’s major telecom operators are under government pressure to cut their prices and enable consumers to spend on other items.

Shares of NTT Docomo tumbled nearly 15 percent on Thursday after it said lower fees will start hurting its earnings from the next fiscal year. Shares of SoftBank, which plans an initial public offering of its mobile phone business in December, fell over 8 percent.

https://www.reuters.com/article/us-rakuten-kddi/japan-rakute…" target="_blank" rel="nofollow ugc noopener">https://www.reuters.com/article/us-rakuten-kddi/japan-rakute…

[Antropophagi]

Antwort auf Beitrag Nr.: 59.033.113 von soleil1504 am 23.10.18 17:56:15

Ich glaube in 3 wochen redet da keiner mehr drüber und die welt hat es vergessen. Irgendwie kann ich mir aber nicht so recht vorstellen, dass das der einzige grund für die doch teils massiven verluste ist. Die grossen beteiligungen haben sich die letzten beiden tage ja auch alle deutlich stabilisiert. Ist der heutige drop ,mit dem agreement der t mobile us Aktionäre zur fusion mit sprint der grund ? Müsste doch eigentlich eher positive effekte haben oder irre ich mich da ?

[soleil1504]

Son geht nicht zu den Saudis und hat gute Optionen wie er weiter vorgehen kann:

Here's how Softbank could continue investing from the Vision Fund without relying on Saudi money
SoftBank's Masayoshi Son must decide whether or not to distance his Vision Fund from Saudi money.
The fund once carved out an investment vehicle that separated Saudi funds from the other investors.
SoftBank COO Marcelo Claure dropped out of the Saudi Investing Conference this week, Bloomberg reported.
Alex Sherman | Published 2 Hours Ago Updated 7 Mins Ago - CNBC.com

SoftBank suddenly has a major problem on its hands as more details emerge about the Saudi kingdom's role in the death of Saudi journalist Jamal Khashoggi.

The largest investor in SoftBank's $100 billion Vision Fund, which is transforming Silicon Valley's start-up economy, is Saudi Arabia's Public Investment Fund (PIF). The PIF committed $45 billion to SoftBank's inaugural fund and said earlier this month that it plans to put about the same amount into a second fund.

But following the Khashoggi killing, which has captured headlines across the globe, SoftBank CEO Masayoshi Son is weighing his options.

"Like most companies that have a relationship with Saudi Arabia, we are watching the developments and seeing where this goes," Marcelo Claure, SoftBank's chief operating officer, told reporters during a contentious question and answer session last week at Arm TechCon's 2018 Roundtable. "We are anxiously looking at what is happening with the news, like everybody else is, and I think it's too early for us to have a judgment on it."

At the time of Claure's comments, Saudi Arabia hadn't yet settled on an explanation about how Khashoggi died inside the Saudi Consulate in Istanbul, even suggesting at one point that The Washington Post journalist left the building alive. Since then, the kingdom, under the de facto leadership of Crown Prince Mohammed bin Salman, has acknowledged Khashoggi was killed by Saudis inside the consulate.

Claure took a mostly symbolic step, following the lead of numerous top U.S. business executives, in pulling out of this week's Saudi Arabia's investment conference, Bloomberg reported on Monday, citing a person familiar with the matter. The New York Times reported Tuesday that Son will also skip the three-day conference, which is scheduled to end Thursday.

The harder part for Tokyo-based SoftBank is what to do if Son decides to no longer invest Saudi money or if companies start rejecting Vision Fund financing because of its backers.

Protests in Washington over the disappearance of prominent Saudi journalist Jamal Khashoggi on Oct. 10, 2018.
Umar Farooq | Anadolu Agency | Getty Images
Protests in Washington over the disappearance of prominent Saudi journalist Jamal Khashoggi on Oct. 10, 2018.
Three major options
Should Son choose to make a major change, he has several options. SoftBank could liquidate the remainder of the fund, meaning it would return unused capital to limited partners. That would require getting approval from other limited partners, including Apple, Qualcomm and Foxconn.

The company could also opt to pause investments and wait for the situation to unfold. Or SoftBank could leave Vision Fund 1 unchanged, while rejecting Saudi money as it gears up for Vision Fund 2.

But there's another more nuanced option at Son's disposal — one that already has some precedent: He can invest out of the Vision Fund while quarantining the Saudi investment.

Here's how that worked in the past.

When SoftBank invested $5 billion in Chinese ride-hailing company Didi Chuxing last year, it created a separate investment vehicle, called the Delta Fund, to complete the transaction. The purpose was to carve out an investment away from the Saudi PIF, which had already put $3.5 billion in Didi rival Uber and wanted to avoid funding a competitor, according to two people familiar with the matter, who asked not to be named because the strategy is confidential.

SoftBank has investments in multiple ride-sharing companies — Uber, Ola and Grab — but those are on the company's balance sheet, not in the Vision Fund. Didi is the only investment that SoftBank lists in the Delta Fund.

The Vision Fund could use that same template to continue investing without the taint of Saudi money. The fund had invested $23.5 billion of about $92 billion in committed capital as of June 30. That number, which does not include more than $20 billion in ride-sharing investments, will jump to about $40 billion when SoftBank next reports earnings on Nov. 5, according to people with knowledge of the company.

There's about $35 billion to $40 billion left to invest out of Vision Fund 1. Excluding Saudi money, that number would be around $20 billion to $25 billion.

The remaining $15 billion to $20 billion could actually be held back as unspent money in the fund. This is common practice for large private equity and VC funds, which typically hold back about 15 percent of a fund's coffers in case some of its portfolio companies need capital. That would be a simpler way of dealing with the funds rather than returning the money to the Saudis, which could get legally messy.

The pressure is building on Son to make his intentions clear. SoftBank hasn't addressed any of its options publicly, and Claure declined to provide any details last week on whether the Saudis will be part of the Vision Fund.

"We'd rather not comment on the second, I mean, on when we plan to launch the second Vision Fund," he said. "I think neither Masa or myself, nobody has said there's a specific date. We will have conversations in the future. There's no certainty — we don't have a date, we haven't gone fundraising for now."

Shares of SoftBank, which operates a large telecom and tech conglomerate in Japan, have dropped 16 percent since Khashoggi disappeared on Oct. 2.

https://www.cnbc.com/2018/10/23/softbank-faces-decision-on-w…

[pickuru]

Why SoftBank Faces Tricky Situation in Saudi Dealings

https://www.bloomberg.com/news/videos/2018-10-22/why-softban…

[Antropophagi]

Antwort auf Beitrag Nr.: 58.958.682 von soleil1504 am 15.10.18 09:09:23

Ja das ist bitter. Vorallem da man ja schon wieder geklettert war nach dem abrauschen mitte letzter woche.

[soleil1504]

Das trifft Softbank tatsächlich unverschuldet aber nichtsdestoweniger doch sehr hart:

OCTOBER 15, 2018 / 4:23 AM / UPDATED AN HOUR AGO
SoftBank's Saudi ties unnerve investors as shares drop 8 percent
- Sam Nussey

TOKYO (Reuters) - SoftBank Group Corp (9984.T) saw its shares drop on Monday as fallout from the disappearance of a Saudi journalist spread to the Japanese conglomerate, whose nearly $100 billion Vision Fund is almost half financed by Saudi Arabia.

SoftBank’s Vision Fund is the world’s largest technology investment vehicle, and represents one of a number of deals group Chief Executive Masayoshi Son has sealed with the Saudi government.

But the oil-rich kingdom has found itself threatened with “severe punishment” by U.S. President Donald Trump over the disappearance this month of Jamal Khashoggi, a journalist critical of Saudi authorities. Turkey said Khashoggi was killed in the Saudi consulate in Istanbul, while Saudi Arabia said the journalist left unharmed.

Concern over the disappearance has seen a growing number of attendees pull out of the “Davos in the Desert” investment conference, which has become the biggest show for investors to promote Saudi Crown Prince Mohammed bin Salman’s reform vision.

With SoftBank’s Saudi ties causing jitters, the share sell-off is “more psychological than anything related to worries on its fundamentals,” said Makoto Kikuchi, chief executive of Myojo Asset Management.

SoftBank stock was down almost 8 percent in early afternoon trade. With further investor concerns including a Sino-U.S. trade dispute and possible slowdown in China's economy, the benchmark Nikkei share price index .N225 was down 1.7 percent. Meanwhile, crude oil prices rose as concerns over the missing journalist stoked worries about supply.

A SoftBank spokesman declined to confirm whether SoftBank executives will attend next week’s conference. Son, Vision Fund chief Rajeev Misra and ARM Holdings CEO Simon Segars were listed as attendees on a conference webpage that is no longer available.

Dara Khosrowshahi, CEO at Uber Technologies Inc [UBER.UL] - in which SoftBank is the largest shareholder - said last week he would no longer attend. Saudi Arabia also has its own investment in the ride-hailing firm.

Under Son, SoftBank built its global influence through tech investments and raised over $93 billion last year to create its Vision Fund - with $45 billion coming from Saudi Arabia.

That tech exposure saw SoftBank caught up in a broader sell-off of technology stocks, with Monday’s decline exacerbating a two-week slide in SoftBank shares that is nearing 20 percent.

Ties to the Gulf Kingdom extend beyond tech investment. SoftBank and Saudi Arabia said in March they would build the world’s biggest solar power generation project.

The kingdom has appointed Son as an advisor for its planned $500 billion NEOM high-tech city, and in October last year, it said it was considering selling a large stake in Saudi Electricity Co to the Vision Fund.

The increasingly high-stakes announcements - and lack of detail on related costs and implementation - have left analysts struggling to calculate potential impact on SoftBank finances.

https://www.reuters.com/article/us-softbank-shares/softbanks…