Added to YB: 2026-09-24
Pitch date: 2026-09-21
9984.T [neutral]
SoftBank Group Corp.
Author Info
No bio for this author
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
N/A
Dividend
0.17%
EV/EBITDA
127.20
P/E
7.34
EV/Sales
7.85
Sector
Wireless Telecommunication Services
Category
value
SoftBank Group Corp. - $9984.T
9984.T (pass): SoftBank is the clearest listed barometer of AI sentiment outside U.S. mega-cap tech, with ARM, net of a $21 billion margin loan, representing nearly half of gross assets and OpenAI ~22%. ARM trades at 55x March 2029 consensus earnings, while the NAV discount is 35% versus a ~47% average since 2020. The near-five-fold rise from April evokes early 2000, though lower gearing may make any decline smaller.
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