Tuesday, 19 May 2020

Softbank's Dilemma

Has SoftBank’s good days gone?

                     

  •        The most sought after VC firm among the startups isn’t having a great time as of now.
  •        In the beginning of this year the firm had an operating loss exceeding $13 billion and Alibaba founder Jack Ma left the firm.
  •        Half of its assets are invested in 7 companies including OYO, Uber, DiDi which are worst affected by the pandemic.
  •        Uber recently fired 3700 employees which shows the gravity of situation.
  •        SoftBank expected the fund's top 7 positions to increase in value to $130B over 10 yrs, but things didn’t go as they had planned.
  •        The group said it would sell $41B in assets to buy back stock & reduce debt. It has spent $2.3B in the past 2 months buying back its own share.
  •        It is also in talks to sell a majority of its stake in T-mobile to Deutsche Telekom AG. It is trying the best to raise liquidity.
  •        It will further raise $11.7B using Alibaba Group stock to fund buybacks of its own shares.
  •        Do you think Masayoshi Son will bounce back considering his track record?


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