COMPANY

SoftBank

9984:JP

Primary coverage by Pierre Ferragu

Research

SiC constraints & grande maneuvers, Pain in optics, Past the trough in memory, Google I/O. Tech Weekly Wrap-Up May 12th

May 15, 2023 — Pierre Ferragu
SoftBank 4FQ22: No Alibaba downside exposure left; increased liquidity; Next catalyst: ARM IPO

May 11, 2023 — Pierre Ferragu
SoftBank: How could the ARM IPO affect the stock? Buy, ¥7,200

March 23, 2023 — Pierre Ferragu
Onsemi supplies Tesla? Semicap equipment coming back this year? Uber crushing Lyft? Tech Weekly Wrap-Up February 10th

February 13, 2023 — Pierre Ferragu
SoftBank Group 3FQ22: Riding out the storm.

February 7, 2023 — Pierre Ferragu

Events

Apr
27
Technology

Uber IPO - Key Thoughts, Convictions, and Questions

April 27, 2019
Hosted by Pierre Ferragu

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May
23
Technology

Uber initiation - Rocky ride ahead. Buy, TP $50

May 23, 2019
Hosted by Pierre Ferragu

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Jun
06
Technology

The Tech Infrastructure Quarterly Bible 1Q19 - What we learnt in the quarter and our updated thoughts

June 6, 2019
Hosted by Pierre Ferragu

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Jul
16
Technology

ARM deep dive: many good reasons to IPO in 2021

July 16, 2020
Hosted by Pierre Ferragu

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Feb
15
Technology

ARM - Nvidia off the table. Deep Dive into ARM and potential IPO valuation.

February 15, 2022
Hosted by Pierre Ferragu

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Mar
11
Technology

Initiation: Taking a Serious Look at the SoftBank Group and the Vision Fund. Buy, target price ¥13,500

March 11, 2019
Hosted by Pierre Ferragu

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