Analysts have raised their price target for SoftBank Group from ¥18,644.4 to ¥19,951.8, citing updated fair value estimates and improving future prospects.
What's in the News
- SoftBank's board approved a $22.5B investment, completing its $30B commitment to OpenAI. This investment is contingent on OpenAI’s corporate restructuring for an eventual IPO (Reuters).
- Around 20 companies, including SoftBank, GE Vernova, Westinghouse, and Hitachi, have shown interest in participating in Japan’s $550B investment package. This package includes equity and loan guarantees from state agencies (Reuters).
- SoftBank is in talks to borrow $5B backed by Arm shares to fund additional investment in OpenAI, which would increase its margin loans from Arm shares to $18.5B (Bloomberg).
- SoftBank is consolidating 20 robotics-related companies from its main group and Vision Fund 2 into a new holding company called SoftBank Robotics Group (Nikkei Asia).
- SoftBank has selected major global banks to organize a U.S. IPO for PayPay, marking a significant step in listing its digital payments unit overseas (Reuters).
Valuation Changes
- Consensus Analyst Price Target has increased from ¥18,644.4 to ¥19,951.8, reflecting a higher estimated fair value.
- Discount Rate remains nearly unchanged, moving only marginally from 4.72% to 4.72%.
- Revenue Growth projection is steady, with a minimal rise from 5.52% to 5.52%.
- Net Profit Margin shows virtually no change, edging slightly higher from 7.21% to 7.21%.
- Future P/E ratio has risen moderately from 46.61x to 49.87x, suggesting higher valuation expectations.
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