Author Topic: 9984 - Softbank  (Read 72870 times)

yadayada

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9984 - Softbank
« on: May 16, 2014, 12:54:53 PM »
Let's discuss softbank's business here, as there is already an alibaba thread. Given that it is likely Alibaba could be worth like 4-500 billion$ a couple years from now, Softbank with 34%, looks already pretty cheap. Their stake could be worth 140-180 billion$ years from now. They are not planning to sell at the IPO.

But what is their business worth? Market cap is 80 billion$. If you assume the alibaba gets a 100 billion$ (which seems on the low side) are their other businesses cheap at about 50 billion$? Does anyone have an opinion about that?


muscleman

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Re: 9984 - Softbank
« Reply #1 on: May 16, 2014, 01:05:30 PM »
I am invested through TPRE, which holds some softbank stocks. :)
http://www.gurufocus.com/news/257552/daniel-loeb-comments-on-softbank-corp
I am muslceman. I have more muscle than brain!

yadayada

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Re: 9984 - Softbank
« Reply #2 on: May 16, 2014, 01:15:28 PM »
This is like stock inception! Is there a list of their holdings somewhere? I couldnt find softbank in their 10k

LC

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Re: 9984 - Softbank
« Reply #3 on: May 16, 2014, 01:52:09 PM »
Wikipedia has a list of assets, not sure how up to date it is: http://en.m.wikipedia.org/wiki/SoftBank
They own stakes in yahoo japan and sprint among telcom assets. I think there was a bloomberg article recently exploring this angle
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fareastwarriors

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Re: 9984 - Softbank
« Reply #4 on: May 16, 2014, 02:05:52 PM »

fareastwarriors

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saltybit

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Re: 9984 - Softbank
« Reply #6 on: May 17, 2014, 03:13:29 PM »

saltybit

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Re: 9984 - Softbank
« Reply #7 on: May 17, 2014, 11:24:19 PM »

fareastwarriors

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Re: 9984 - Softbank
« Reply #8 on: May 19, 2014, 11:45:18 AM »
SoftBank Calls Off Asset Reshuffle

Sale of eAccess Shares Would Have Generated $4.4 Billion



http://online.wsj.com/news/articles/SB10001424052702304198504579571432039404634?mg=reno64-wsj

muscleman

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Re: 9984 - Softbank
« Reply #9 on: May 20, 2014, 09:50:39 PM »
This is like stock inception! Is there a list of their holdings somewhere? I couldnt find softbank in their 10k

TPRE uses insurance float to invest in Dan Leob's third point fund, managed in a separate account, but the positions are the same.
If you check Dan Leob's quarterly letters, you will know.
I am muslceman. I have more muscle than brain!