Softbank & JD.com: Nach 100 % Kursplus noch ein Kauf? (Seite 2) | Diskussion im Forum
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Antwort auf Beitrag Nr.: 71.559.717 von faultcode am 12.05.22 14:52:45
https://twitter.com/Birdyword/status/1526356068821270528
16.5.
After a bruising year, SoftBank braces for more pain
The Japanese investment group is global tech in a nutshell
https://www.economist.com/business/2022/05/16/after-a-bruisi…
...
<paywall>
https://twitter.com/Birdyword/status/1526356068821270528
16.5.
After a bruising year, SoftBank braces for more pain
The Japanese investment group is global tech in a nutshell
https://www.economist.com/business/2022/05/16/after-a-bruisi…
...
<paywall>
Antwort auf Beitrag Nr.: 71.559.675 von faultcode am 12.05.22 14:49:3512.5.
SoftBank's Son turns defensive in face of record $16bn loss
Group vows to scale back new investments after tech sell-off hits its portfolio
https://asia.nikkei.com/Business/SoftBank2/SoftBank-s-Son-tu…
...
SoftBank Group Chairman and CEO Masayoshi Son on Thursday laid out a defensive strategy to help the company weather its biggest-ever quarterly loss, vowing to scale back new investments in the face of a sell-off in tech stocks.
The Japanese investment group reported a net loss of 2.1 trillion yen ($16.2 billion) for the January-March quarter, as a flight from technology stocks dented the valuations of its global portfolio. The loss marks a dramatic swing in fortunes from a year earlier, when the company posted a 1.9 trillion yen quarterly profit.
Its net loss for the full fiscal year that ended in March also came to a record 1.7 trillion yen, a reversal from its all-time-high 5 trillion yen profit a year before.
Some of the biggest bets made by SoftBank through its near $100 billion Vision Fund, the world's largest technology investment fund, and its $56 billion successor came under pressure during the quarter as rising interest rates and political uncertainty drove capital out of risky assets.
SoftBank adjusts the value of its holdings in portfolio companies on a quarterly basis and books gains and losses in its financial statement even if they are unrealized.
SoftBank also wrote down 944 billion yen in "uncollectable" loans it made to SB Northstar, a subsidiary that bought publicly listed tech stocks and derivatives tied to them, because it has "incurred significant investment losses." Of the total, 315 billion yen will be personally covered by Son, who owns 33% of Northstar.
"The action we need to take now is a thorough defense," Son said in a news conference. "Take an umbrella when it rains."
Son said investments by the twin Vision Funds and others have already plunged to $2.5 billion in the fourth quarter of the financial year from $20.9 billion in the first quarter. "Compared to the past year, the amount of investment will be halved or less," he said.
Son was particularly bearish on China, where he previously made a fortune through an early bet on e-commerce giant Alibaba Group Holding. Alibaba's shares have plummeted more than 60% over the past year amid a regulatory crackdown on tech giants.
SoftBank invested more than $12 billion in Chinese ride-hailing company Didi Global before it was hit with a regulatory backlash for pushing ahead with a U.S. listing. Its shares fell by half from January through March. "New investment in China is decreasing and the risks of new investments must be carefully considered. It is not zero. There are great companies, but they will be small deals," Son said.
Other parts of its portfolio have also been hit hard. The stock price of Coupang, South Korea's big e-commerce player, fell by 40% during the same period, while Singapore-based Grab and India's Paytm dropped by 51% and 60%, respectively. Many of these shares have continued to decline through April and May. As tech valuations fall, SoftBank has been investing smaller amounts of capital. In late April, it led a $70 million investment in AI Medical Service, a Japanese biotech startup.
Son said he expects fewer companies from SoftBank's portfolio to go public this year but remained optimistic about U.K. chip designer Arm, which he plans to take public by March 2023. He said the biggest challenge for its listing, a revolt by the former head of Arm's Chinese joint venture, was finally resolved after successfully installing two new co-CEOs. SoftBank will maintain a majority stake in Arm after the listing, he added.
Losses from the two Vision Funds were partly offset by profits from its Japanese mobile arm, SoftBank Corp., and Arm.
...
SoftBank's Son turns defensive in face of record $16bn loss
Group vows to scale back new investments after tech sell-off hits its portfolio
https://asia.nikkei.com/Business/SoftBank2/SoftBank-s-Son-tu…
...
SoftBank Group Chairman and CEO Masayoshi Son on Thursday laid out a defensive strategy to help the company weather its biggest-ever quarterly loss, vowing to scale back new investments in the face of a sell-off in tech stocks.
The Japanese investment group reported a net loss of 2.1 trillion yen ($16.2 billion) for the January-March quarter, as a flight from technology stocks dented the valuations of its global portfolio. The loss marks a dramatic swing in fortunes from a year earlier, when the company posted a 1.9 trillion yen quarterly profit.
Its net loss for the full fiscal year that ended in March also came to a record 1.7 trillion yen, a reversal from its all-time-high 5 trillion yen profit a year before.
Some of the biggest bets made by SoftBank through its near $100 billion Vision Fund, the world's largest technology investment fund, and its $56 billion successor came under pressure during the quarter as rising interest rates and political uncertainty drove capital out of risky assets.
SoftBank adjusts the value of its holdings in portfolio companies on a quarterly basis and books gains and losses in its financial statement even if they are unrealized.
SoftBank also wrote down 944 billion yen in "uncollectable" loans it made to SB Northstar, a subsidiary that bought publicly listed tech stocks and derivatives tied to them, because it has "incurred significant investment losses." Of the total, 315 billion yen will be personally covered by Son, who owns 33% of Northstar.
"The action we need to take now is a thorough defense," Son said in a news conference. "Take an umbrella when it rains."
Son said investments by the twin Vision Funds and others have already plunged to $2.5 billion in the fourth quarter of the financial year from $20.9 billion in the first quarter. "Compared to the past year, the amount of investment will be halved or less," he said.
Son was particularly bearish on China, where he previously made a fortune through an early bet on e-commerce giant Alibaba Group Holding. Alibaba's shares have plummeted more than 60% over the past year amid a regulatory crackdown on tech giants.
SoftBank invested more than $12 billion in Chinese ride-hailing company Didi Global before it was hit with a regulatory backlash for pushing ahead with a U.S. listing. Its shares fell by half from January through March. "New investment in China is decreasing and the risks of new investments must be carefully considered. It is not zero. There are great companies, but they will be small deals," Son said.
Other parts of its portfolio have also been hit hard. The stock price of Coupang, South Korea's big e-commerce player, fell by 40% during the same period, while Singapore-based Grab and India's Paytm dropped by 51% and 60%, respectively. Many of these shares have continued to decline through April and May. As tech valuations fall, SoftBank has been investing smaller amounts of capital. In late April, it led a $70 million investment in AI Medical Service, a Japanese biotech startup.
Son said he expects fewer companies from SoftBank's portfolio to go public this year but remained optimistic about U.K. chip designer Arm, which he plans to take public by March 2023. He said the biggest challenge for its listing, a revolt by the former head of Arm's Chinese joint venture, was finally resolved after successfully installing two new co-CEOs. SoftBank will maintain a majority stake in Arm after the listing, he added.
Losses from the two Vision Funds were partly offset by profits from its Japanese mobile arm, SoftBank Corp., and Arm.
...
11.5.
SoftBank Faces Record Loss as Masayoshi Son’s Bets Tumble Again
https://finance.yahoo.com/news/softbank-faces-record-loss-ma…
...
Billionaire Masayoshi Son is poised to set another record -- and not the good kind. When he reports earnings for the March quarter Thursday, SoftBank Group Corp.’s Vision Fund investment unit may have lost more money in one quarter than it ever has before.
The world’s largest tech fund is estimated to have lost about $18.6 billion on its public portfolio alone during the quarter ended Mar. 31, even greater than the record $18.3 billion drop marked in the fiscal second quarter, according to Kirk Boodry, an analyst at Redex Research who publishes on SmartKarma. That would mean a loss for the Vision Fund unit of about $10 billion, accounting for SoftBank’s stake in each fund, Boodry estimates.
It’s a drastic reversal from a year ago when Son took the stage in Tokyo to announce SoftBank had earned more money in a single quarter than any Japanese company in history. The company he founded about 40 years earlier hit net profit of 1.93 trillion yen ($17.7 billion at the time), eclipsing Japan Inc. heavyweights such as Toyota Motor Corp. and NTT Corp.
“It’s not normal. Investors, markets are starting to get worried,” Boodry said. When it comes to “the scale or potential of losses, markets seem to be building in more downside in general.”
...
SoftBank Faces Record Loss as Masayoshi Son’s Bets Tumble Again
https://finance.yahoo.com/news/softbank-faces-record-loss-ma…
...
Billionaire Masayoshi Son is poised to set another record -- and not the good kind. When he reports earnings for the March quarter Thursday, SoftBank Group Corp.’s Vision Fund investment unit may have lost more money in one quarter than it ever has before.
The world’s largest tech fund is estimated to have lost about $18.6 billion on its public portfolio alone during the quarter ended Mar. 31, even greater than the record $18.3 billion drop marked in the fiscal second quarter, according to Kirk Boodry, an analyst at Redex Research who publishes on SmartKarma. That would mean a loss for the Vision Fund unit of about $10 billion, accounting for SoftBank’s stake in each fund, Boodry estimates.
It’s a drastic reversal from a year ago when Son took the stage in Tokyo to announce SoftBank had earned more money in a single quarter than any Japanese company in history. The company he founded about 40 years earlier hit net profit of 1.93 trillion yen ($17.7 billion at the time), eclipsing Japan Inc. heavyweights such as Toyota Motor Corp. and NTT Corp.
“It’s not normal. Investors, markets are starting to get worried,” Boodry said. When it comes to “the scale or potential of losses, markets seem to be building in more downside in general.”
...
Gibt es Quellen zum aktuellen geschätzten NAV? Leider veröffentlicht die Softbank die Daten nur noch quartalsweise.
1.4.
"They're In Desperate Need Of Capital" - SoftBank Halts Investments As It Scrambles To Raise Cash
https://www.zerohedge.com/technology/theyre-desperate-need-c…
...
The Japanese telecoms giant/VC firm/conductor of the "AI Revolution" booked massive losses on its investment portfolio as massive bets on Didi and Grab soured (among other holdings), saddling the firm with tens of billions of dollars in losses for 2021 (this according to the firm's most recent earnings report). And as shares of Alibaba and other prominent SoftBank holdings continued to tumble during Q1, dragging SoftBank shares lower in tandem, the situation has only continued to deteriorate.
The firm's investment losses - spurred by a crackdown in Beijing (which has sheered $9 billion off the firm's Didi holdings, and that's just one stock), the war in Ukraine, and other factors outside SoftBank's control - could represent an existential threat, since SoftBank borrows heavily against its own shares to finance investments in early-stage companies. Because of this heavily leveraged structure, if the company's financial position deteriorates too aggressively, it could trigger a brutal margin call "doom loop" that could force it to sell even more of its holdings. Masa Son lost his first fortune during the dot-com blowup. The last thing he wants is to be financially ruined a second time.
To try and guard against this eventuality, Masa Son has reportedly ordered his lieutenants to halt investments in new firms as the company seeks to conserve cash as the value of its portfolio continues to deteriorate.
...
The firm's long-term solution focuses on its Vision Fund. Executives at SoftBank's second Vision Fund, which manages $40 billion of SoftBank's own money, say they're hoping to make fewer investments of a higher quality. The big question now, as Alibaba shares continue to struggle in the face of a crackdown by Beijing: how much longer can SoftBank hold out without being forced to sell more shares of its 'golden goose'?
"They're In Desperate Need Of Capital" - SoftBank Halts Investments As It Scrambles To Raise Cash
https://www.zerohedge.com/technology/theyre-desperate-need-c…
...
The Japanese telecoms giant/VC firm/conductor of the "AI Revolution" booked massive losses on its investment portfolio as massive bets on Didi and Grab soured (among other holdings), saddling the firm with tens of billions of dollars in losses for 2021 (this according to the firm's most recent earnings report). And as shares of Alibaba and other prominent SoftBank holdings continued to tumble during Q1, dragging SoftBank shares lower in tandem, the situation has only continued to deteriorate.
The firm's investment losses - spurred by a crackdown in Beijing (which has sheered $9 billion off the firm's Didi holdings, and that's just one stock), the war in Ukraine, and other factors outside SoftBank's control - could represent an existential threat, since SoftBank borrows heavily against its own shares to finance investments in early-stage companies. Because of this heavily leveraged structure, if the company's financial position deteriorates too aggressively, it could trigger a brutal margin call "doom loop" that could force it to sell even more of its holdings. Masa Son lost his first fortune during the dot-com blowup. The last thing he wants is to be financially ruined a second time.
To try and guard against this eventuality, Masa Son has reportedly ordered his lieutenants to halt investments in new firms as the company seeks to conserve cash as the value of its portfolio continues to deteriorate.
...
The firm's long-term solution focuses on its Vision Fund. Executives at SoftBank's second Vision Fund, which manages $40 billion of SoftBank's own money, say they're hoping to make fewer investments of a higher quality. The big question now, as Alibaba shares continue to struggle in the face of a crackdown by Beijing: how much longer can SoftBank hold out without being forced to sell more shares of its 'golden goose'?
Trading Spotlight
https://semianalysis.substack.com/p/the-semiconductor-heist-…
...
There are many questions swirling about what this means for a potential Nvidia takeover or IPO, but it is clear that SoftBank’s short sighted profit driven behavior has caused a massive conundrum.
Tag:
• Arm Ltd.
...
There are many questions swirling about what this means for a potential Nvidia takeover or IPO, but it is clear that SoftBank’s short sighted profit driven behavior has caused a massive conundrum.
Tag:
• Arm Ltd.
9.8.
SoftBank deals unleash internal compliance tensions: ‘If Masa said yes, who am I to object?
https://www.ft.com/content/107fe840-1874-4fb2-a70b-f2f8f1381…
...
...
SoftBank deals unleash internal compliance tensions: ‘If Masa said yes, who am I to object?
https://www.ft.com/content/107fe840-1874-4fb2-a70b-f2f8f1381…
...
...
Antwort auf Beitrag Nr.: 67.618.905 von Horizontalkopfschuettler am 26.03.21 20:02:37
https://www.wsj.com/articles/softbanks-bet-on-tech-giants-fu…
2. die SEC antwortet am 13.1.2021 nein, habe sie nicht
3. Aaron Greenspan legt am 9.3. Widerspruch ein, weil er die Angemessenheit der Suche der SEC in Frage stellt
4. am 24.3.2021 schreibt die SEC überraschenderweise an Aaron Greenspan, daß sie doch noch was erst kürzlich gefunden habe.
Aber die SEC darf nicht sagen, um was es sich dabei handelt, da es sich um entsprechend geschützte Infos handeln würde, bei der selbst eine teilweise Veröffentlichung die laufende Untersuchung gefährden könnte
Siehe z.B. auch:
25.3.2021
SoftBank is reportedly under investigation by the SEC following its risky 'Nasdaq whale' investments
https://www.yahoo.com/entertainment/softbank-under-investiga…
...
The agency's reported acknowledgment of its investigation follows reporting by the Financial Times last year that revealed SB Northstar, which is controlled by SoftBank CEO Masayoshi Son, as the "Nasdaq whale" behind secretive, risky multibillion-dollar bets on tech stocks during last summer's market rally.
...
=> daraus weiter (Original-Artikel im Business Insider):
• SoftBank hat auf Anfrage dem Business Insider u.a. gesagt, daß ihnen eine solche Untersuchung nicht bekannt sei
FC: mit anderen Worten: SoftBank ist hier überrascht worden! (es sei denn, SoftBank würde mit alternativen Fakten arbeiten/FC)
Was aber auch logisch ist, weil diese Untersuchung eben geheim ist, um z.B. Zeugen zu schützen etc.
Aber nach dem Freedom Of Information Act muss/sollte die SEC eine entsprechende Anfrage eben auch entsprechend beantworten.
=> merke: man muss im Leben die richtigen Fragen stellen und hartnäckig bleiben
SoftBank als "Nasdaq whale"
1. Aaron Greenspan/PlainSite frägt am 2.12.2020 die SEC, ob sie Untersuchungen bzgl. SoftBank oder angeschlossene Firmen in ihrer mutmaßlichen Rolle als "the whale" am Laufen hat; siehe z.B.:
https://www.wsj.com/articles/softbanks-bet-on-tech-giants-fu…
2. die SEC antwortet am 13.1.2021 nein, habe sie nicht
3. Aaron Greenspan legt am 9.3. Widerspruch ein, weil er die Angemessenheit der Suche der SEC in Frage stellt
4. am 24.3.2021 schreibt die SEC überraschenderweise an Aaron Greenspan, daß sie doch noch was erst kürzlich gefunden habe.
Aber die SEC darf nicht sagen, um was es sich dabei handelt, da es sich um entsprechend geschützte Infos handeln würde, bei der selbst eine teilweise Veröffentlichung die laufende Untersuchung gefährden könnte
Siehe z.B. auch:
25.3.2021
SoftBank is reportedly under investigation by the SEC following its risky 'Nasdaq whale' investments
https://www.yahoo.com/entertainment/softbank-under-investiga…
...
The agency's reported acknowledgment of its investigation follows reporting by the Financial Times last year that revealed SB Northstar, which is controlled by SoftBank CEO Masayoshi Son, as the "Nasdaq whale" behind secretive, risky multibillion-dollar bets on tech stocks during last summer's market rally.
...
=> daraus weiter (Original-Artikel im Business Insider):
• SoftBank hat auf Anfrage dem Business Insider u.a. gesagt, daß ihnen eine solche Untersuchung nicht bekannt sei
FC: mit anderen Worten: SoftBank ist hier überrascht worden! (es sei denn, SoftBank würde mit alternativen Fakten arbeiten/FC)
Was aber auch logisch ist, weil diese Untersuchung eben geheim ist, um z.B. Zeugen zu schützen etc.
Aber nach dem Freedom Of Information Act muss/sollte die SEC eine entsprechende Anfrage eben auch entsprechend beantworten.
=> merke: man muss im Leben die richtigen Fragen stellen und hartnäckig bleiben
Antwort auf Beitrag Nr.: 67.587.699 von faultcode am 24.03.21 19:33:51
Hallo faultcode.
Es wäre sehr nett, wenn Sie das hier veröffentlichte mal auf Deutsch erklären könnten. Ich könnte mir vorstellen, dass etliche weitere Leser zu SoftBank gern mal mehr Info´s hätten.
Danke
Zitat von faultcode: ...
After rigging the NASDAQ, making front-page news, ..........
Hallo faultcode.
Es wäre sehr nett, wenn Sie das hier veröffentlichte mal auf Deutsch erklären könnten. Ich könnte mir vorstellen, dass etliche weitere Leser zu SoftBank gern mal mehr Info´s hätten.
Danke
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