EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

MediaTek (2454 TT)

Technology

Radio Free Mobile

Richard Windsor says MediaTek’s Kompanio Ultra chip sets a new standard for the high end of the Chromebook market and looks to be merely a stone’s throw from Intel and Advanced Micro Devices facing another newcomer in the PC Market. The biggest winner will be Arm, which will see its penetration of PCs accelerate and it will earn higher royalties from MediaTek which buys the processor design and licences the IP. This is neutral for Qualcomm because competition in this space is healthy and will keep the firm on its toes and push it to continue to lead when it comes to performance. INTC and AMD are the real losers here as the x86 architecture looks increasingly obsolete.

Edition: 209

- 18 April, 2025


SoftBank Group (9984)

Communications

Astris Advisory Japan

SoftBank to invest up to $40bn in OpenAI starting with a $10bn tranche this month of which it will fund 75% itself. It will source the funds from Mizuho Bank although the group has sufficient cash on hand already. SoftBank's LTV ratio increases from 12.9% at Q3 end to c.17%. It should be able to raise up to $46bn in funding through asset-backed finance and borrowing up to the 25% LTV level relative to commitments of c.$47bn (OpenAI, Ampere, Aug payment to SVF for ARM and the initial Stargate push). SoftBank will probably lose money this quarter but not so much it doesn’t end the year in the black. Vision Fund was down $1.1bn, largely on India weakness (-$1.2bn across its four public investments) with the rest of the portfolio moving sideways. The discount to NAV has widened slightly to 55% but remains well within the recent trading range. TP ¥11,000 (65% upside).

Edition: 208

- 04 April, 2025


SoftBank (9984)

Communications

Astris Advisory Japan

A surge in the value of Arm Holdings has provided some support for SoftBank shares since an early Dec swoon although the discount has also widened as markets have been hesitant to allocate full value to short-term changes in NAV and (probably) an uncertain yen. Kirk Boodry expects the long-term story for SoftBank will be aligned more with Vision Fund activity, both monetisation and a step up in investment pace, but the discount here provides an attractive entry point (discount to NAV currently stands at 50% - the largest it has been since the Covid sell-off in Mar 20). In Kirk’s latest report he updates his model for Q3 (Dec) including forecasts for the quarter.

Edition: 177

- 12 January, 2024


SoftBank (9984)

Communications

Galliano's Financials Research

Victor Galliano continues to be cautious on SoftBank due to its 1) WeWork exposure (estimated at USD 1.8bn and looks increasingly to be at risk of being written off), 2) the risk of over-valuation of private companies in the Vision Funds (private companies accounted for 64% of SVF1’s fair value with SVF2’s private companies accounting for 84% of the fund’s total equity value) and 3) Masa’s debts to SoftBank (USD 5.1bn). In the near term, the upside potential to equity value rests largely with the Arm IPO, but Victor is concerned that its AI credentials may well be being overstated by SoftBank's management.

Edition: 167

- 18 August, 2023