【コメント】Fortress Shares Surge, but Few Clues on Next Asset-Management Deal

The Wall Street Journalに弊社副主任研究員のコメントが掲載されました。

佐藤仁

佐藤仁副主任研究員

[タイトル]Fortress Shares Surge, but Few Clues on Next Asset-Management Deal
[掲載媒体]The Wall Street Journal(2017年2月15日)
[対応者] 情報通信総合研究所 副主任研究員 佐藤 仁(研究員紹介)

Hitoshi Sato, senior analyst at InfoCom Research in Tokyo, said the move is the clearest indication yet that SoftBank, which makes a bulk of its revenue from its telecom operations in Japan and the U.S., is transforming itself into an investment company. It also comes after Mr. Son pledged $50 billion in investments and the creation of 50,000 jobs in the U.S. at a meeting with President Donald Trump in December.
By acquiring Fortress, SoftBank, which already has an investment portfolio of hundreds of tech companies, can energize its soon-to-be-closed Vision Fund by sharing intelligence on potential investment targets and expertise on how to run such a vehicle. Mr. Son has said that managing the Vision Fund will insulate SoftBank, which is under heavy debt, from risk, while allowing it to make big and bold bets necessary to remain at the forefront of emerging technologies.
(The Wall Street Journal, Feb. 15, 2017より引用)

【コメント】WSJ: SoftBank to Separate Domestic, Overseas Businesses

「The Wall Street Journal」からの取材に対しコメントした内容が、以下の媒体に掲載されました。

[タイトル]SoftBank to Separate Domestic, Overseas Businesses
[掲載媒体]The Wall Street Journal(2016年3月7日)
[対応者] 情報通信総合研究所 副主任研究員 佐藤 仁(研究員紹介)


“Sprint Parent SoftBank Plans Split Into Global, Domestic Subsidiaries
NANO News (米国) (2016年3月7日)
http://nanonews.org/sprint-parent-softbank-plans-split-into-global-domestic/

“Softbank to split domestic and global operations by December 2016
International Business Times(米国)(2016年3月7日)
http://www.ibtimes.co.in/softbank-split-domestic-global-operations-by-december-2016-669735

“Japan telecom Softbank to reorganize into 2 subsidiaries
NYSEPOST(米国)(2016年3月7日)
http://nysepost.com/japan-telecom-softbank-to-reorganize-into-2-subsidiaries-148012

“Softbank: Delar upp inhemsk- och utlandsverksamhet till separata bolag
Affärsvärlden(スウェーデン)(2016年3月7日)
http://bors.affarsvarlden.se/afvbors.sv/site/news/news_article.page?magic=(cc%20(id%20urn:newsml:six.se:20160307:SIXN_X0Ll9JVkeX:1))

“SoftBank to Split Into Two Companies
Morningstar(米国)(2016年3月7日)
https://www.morningstar.com/news/dow-jones/us-markets/TDJNDN_201603072649/softbank-to-split-into-two-companies.html

“Softbank to Split Domestic, Overseas Units
CFO(米国)(2016年3月7日)
http://ww2.cfo.com/strategy/2016/03/softbank-to-split-domestic-overseas-units/

“SoftBank Forges New Structure
Nasdaq(米国)(2016年3月7日)
http://www.nasdaq.com/article/softbank-forges-new-structure-20160307-00702

“软银将分拆国内和海外业务
福建中金在线网(中国)(2016年3月7日)
http://zggng.stock.cnfol.com/meigu/20160308/22370385.shtml

“软银将分拆国内和海外业务
腾讯财经(中国)(2016年3月7日)
http://finance.qq.com/a/20160308/039593.htm

“SoftBank scheidt buitenland van binnenland
NRC(オランダ)(2016年3月7日)
http://www.nrc.nl/nieuws/2016/03/07/xiaomi-richt-zich-op-india-vs-en-europa-komen-later-wel

“SoftBank to separate domestic, overseas units
The Australian(オーストラリア)(2016年3月9日)
http://www.theaustralian.com.au/business/wall-street-journal/softbank-to-separate-domestic-overseas-units/news-story/3e3d54e2f6821ac9a64df05902886b2f

“日本軟銀將一分為二,拆分國內和海外業務
Initium Media(台湾)(2016年3月7日)
https://theinitium.com/article/20160308-dailynews-softbank/

“软银将分拆国内和海外业务
JRJ(中国)(2016年3月7日)
http://usstock.jrj.com.cn/2016/03/08203020661175.shtml

【コメント】「Japan’s Rakuten launches $100m fintech-focussed global investment fund 」

楽天に関する各ニュースにおいて、弊社研究員のコメントが掲載されました。

「Rakuten Touts English in Its Growth Push 」
The Wall Street Journal(米国) (2015年11月12日)

「Japan’s Rakuten launches $100m fintech-focussed global investment fund 」
DealStreetAsia(シンガポール) (2015年11月12日)

In an interaction with the Wall Street Journalˆ, Hitoshi Sato, a senior analyst of Infocom Research shared: “Rakuten is facing increasing competition domestically and finding it difficult to differentiate its services from rivals. But, so far, it has been unable to optimise its acquisitions due to its weak overseas brand recognition.”

「Rakuten puts English on growth push」
MarketWatchl(米国) (2015年11月12日)

“Rakuten is facing increasing competition domestically and finding it difficult to differentiate its services from rivals,” said Hitoshi Sato, senior analyst at InfoCom Research. “But so far it has been unable to optimize its acquisitions due to its weak overseas brand recognition.”