Added to YB: 2025-11-14
Pitch date: 2025-11-13
9984.T [neutral]
SoftBank Group Corp.
-7.3%
current return
Author Info
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Company Info
SoftBank Group Corp. provides telecommunication services in Japan and internationally. It operates through Investment Business of Holding Companies, SoftBank Vision Funds, SoftBank, Arm, and Other segments.
Market Cap
JPY 31.2T
Pitch Price
JPY 19.3K
Price Target
N/A
Dividend
0.20%
EV/EBITDA
31.85
P/E
10.31
EV/Sales
6.47
Sector
Wireless Telecommunication Services
Category
growth
SoftBank Group Corp.: Navigating an AI‑driven Future Through Volatility and Opportunity
9984.T (overview): Record ¥2.9trn H1 net income driven by OpenAI gains (+¥980bn), Vision Funds +¥3.5trn. AI boom fueling valuations but concentration risk high with $34.7bn OpenAI exposure. Acquiring ABB robotics $5.4bn, Ampere $6.5bn for 'physical AI' strategy. 16.5% LTV, PayPay/Lenskart IPOs pending. Extreme volatility risk if AI bubble bursts.
Read full article (7 min)