New Street Research - Softbank Corporation (9434 JT) New Street: RE: SB Corp: Japanese telco on 10.8% FCF yield

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New Street Research

Chris Hoare

New Street: RE: SB Corp: Japanese telco on 10.8% FCF yield

Following our note explaining why we think SB KK will be the operational winner within Japanese telcos, we look briefly in this note at valuation.

30/06/2020 5 EN

Underlying

Softbank Corporation

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

Chris Hoare

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New Street: RE: SB Corp: Japanese telco on 10.8% FCF yield

New Street: Japanese Telcos - Another strong quarter, more upside to come, stay bullish – Q3FY20 review

New Street: Softbank Corp Q3: Strong numbers and raised guidance

New Street: Japanese Mobile: Granular approach to price cuts suggests ARPU stability, and upside to expectations

DISH Challenge to Venu Succeeds: What’s Next?

DISH Challenges Disney/Venu/Fubo Deal: Implications for Investors

Nigerian Telcos Nigerian Telcos – Price increase is finally coming, is Nigeria about to go from Zero to Hero?

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