Added to YB: 2026-09-24
Pitch date: 2026-09-22
9984.T [neutral]
SoftBank Group Corp.
Author Info
Andrew Brown manages Dynasty Trust - a wholesale unit trust investing ONLY in public companies with controlling shareholders. Sign up for the newsletter.
Company Info
SoftBank Group Corp. provides telecommunication services in Japan and internationally. It operates through Investment Business of Holding Companies, SoftBank Vision Funds, SoftBank, AI Computing Business, and Other segments.
Market Cap
JPY 36.0T
Pitch Price
N/A
Price Target
12.9K (+104%)
Dividend
0.17%
EV/EBITDA
127.20
P/E
7.34
EV/Sales
7.85
Sector
Wireless Telecommunication Services
Category
value
Softbank Group Corp - a week is a long time in Tokyo
9984.T (update): SoftBank’s estimated NAV rose 27%+ in a week to ¥12,878 per share after Arm gained 20% and a further OpenAI funding round was widely rumored to attract interest at a $1.2 trillion valuation. The 2-to-1 unsponsored ADR quote of $21.50 implies ¥6,770, a stated 48% discount to NAV; the exercise is framed as mark-to-market “nonsense” and arguably a sign of a blow-off, with deconsolidated debt estimated at $116 billion.
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