Masayoshi Son, the chairman and chief executive officer of SoftBank, speaking at the Future Investment Initiative summit in Riyadh. Mark Kauzlarich/Bloomberg
Masayoshi Son, the chairman and chief executive officer of SoftBank, speaking at the Future Investment Initiative summit in Riyadh. Mark Kauzlarich/Bloomberg

SoftBank shares soar to 17-year high amid founder's resurgent deal making



SoftBank surged to a 17-year high in Tokyo amid a rally in Japanese stocks and signs of progress in the founder Masayoshi Son's deal-making.
The Tokyo-based company's shares rose 3.6 per cent to ¥9,840 in Tokyo, the highest closing price since March 2000 in the midst of the dot-com boom. The stock remains less than half it speak in February 2000.
A prolific deal maker, Mr Son is in the midst of several high- profile negotiations. SoftBank is part of a group of investors in talks for a stake of 14 per cent to 17 per cent in Uber, people familiar with the matter have said.
SoftBank-controlled Sprint is also in the final stages of working out terms for a merger with T-Mobile US, a deal that Mr Son says will benefit competition in the US wireless market.
"It makes sense not to have just two with such big market- share and two little ones," Mr Son said. "Three is a real fight, a real competition."
There remains an enormous gap between SoftBank's market capitalisation and the value of its equity holdings. Even with Thursday's surge, the company's market valuation is about ¥10.8 trillion (Dh352.65 billion), while its stakes in Sprint, Yahoo Japan and Alibaba Group are worth more than ¥19tn.

Last month, The National reported that Saudi Arabia's Public Investment Fund (PIF), the kingdom's sovereign wealth fund, and SoftBank would create a robotics initiative to pave the way for technology to be integrated across industries and the public sector.

PIF and SoftBank are working to partner with governments, private companies and academia to create a platform to drive the robot industry while establishing a set of standards which currently do not exist, according to the Saudi Press Agency.

“The real world applications of robotics industry are rapidly moving from theory to reality, and this shift is creating a pressing need to improve, future-proof and standardise areas relating to regulation and measurement,” Mr Son said at the time.

The collaboration widens PIF's previous partnership where it came on board to invest in SoftBank’s global tech investment fund, that was created last year to support companies and entrepreneurs. Other investors include Abu Dhabi’s Mubadala, which has said it would commit US$15 billion to the SoftBank Vision Fund, as well as Apple, Foxconn and Qualcomm.

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Even if Mr Son is able to strike an agreement for the Sprint deal, he may face challenges in winning US regulatory approval. Staff attorneys inside the US justice department's anti-trust division are likely to view any plans to merge the two companies as a threat to competition, people familiar with the staff's thinking have said. If they recommend to sue to block the deal, that would leave it to the US president Donald Trump's new anti-trust chief, Makan Delrahim, to decide whether to fight the tie-up, or overrule them and approve it.
Mr Son has stepped up his deal-making since unveiling plans for a US$100bn investment fund, with backing from Saudi Arabia, Apple and others. He is put money in to robots, artificial intelligence, microchips and satellites, sketching a vision of the future where a trillion devices are connected to the internet and technology is integrated into humans.
SoftBank shares have climbed 27 per cent this year, boosted by Alibaba doubling its stock price over the same period. The stock has also benefited from a surge in Japanese equities, with the Nikkei 225 Stock Average hitting its highest level since 1996.

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Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

Russia's Muslim Heartlands

Dominic Rubin, Oxford

Farasan Boat: 128km Away from Anchorage

Director: Mowaffaq Alobaid 

Stars: Abdulaziz Almadhi, Mohammed Al Akkasi, Ali Al Suhaibani

Rating: 4/5

The burning issue

The internal combustion engine is facing a watershed moment – major manufacturer Volvo is to stop producing petroleum-powered vehicles by 2021 and countries in Europe, including the UK, have vowed to ban their sale before 2040. The National takes a look at the story of one of the most successful technologies of the last 100 years and how it has impacted life in the UAE. 

Read part four: an affection for classic cars lives on

Read part three: the age of the electric vehicle begins

Read part two: how climate change drove the race for an alternative 

The specs

Engine: 2.0-litre 4-cylinder turbo

Power: 258hp from 5,000-6,500rpm

Torque: 400Nm from 1,550-4,000rpm

Transmission: Eight-speed auto

Fuel consumption: 6.1L/100km

Price: from Dh362,500

On sale: now

COMPANY PROFILE
Name: ARDH Collective
Based: Dubai
Founders: Alhaan Ahmed, Alyina Ahmed and Maximo Tettamanzi
Sector: Sustainability
Total funding: Self funded
Number of employees: 4
World record transfers

1. Kylian Mbappe - to Real Madrid in 2017/18 - €180 million (Dh770.4m - if a deal goes through)
2. Paul Pogba - to Manchester United in 2016/17 - €105m
3. Gareth Bale - to Real Madrid in 2013/14 - €101m
4. Cristiano Ronaldo - to Real Madrid in 2009/10 - €94m
5. Gonzalo Higuain - to Juventus in 2016/17 - €90m
6. Neymar - to Barcelona in 2013/14 - €88.2m
7. Romelu Lukaku - to Manchester United in 2017/18 - €84.7m
8. Luis Suarez - to Barcelona in 2014/15 - €81.72m
9. Angel di Maria - to Manchester United in 2014/15 - €75m
10. James Rodriguez - to Real Madrid in 2014/15 - €75m

How to report a beggar

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Fujairah - Call 092051100 or 092224411

Business Insights
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Calls

Directed by: Fede Alvarez

Starring: Pedro Pascal, Karen Gillian, Aaron Taylor-Johnson

4/5

UAE currency: the story behind the money in your pockets
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UAE currency: the story behind the money in your pockets
The specs: 2018 BMW X2 and X3

Price, as tested: Dh255,150 (X2); Dh383,250 (X3)

Engine: 2.0-litre turbocharged inline four-cylinder (X2); 3.0-litre twin-turbo inline six-cylinder (X3)

Power 192hp @ 5,000rpm (X2); 355hp @ 5,500rpm (X3)

Torque: 280Nm @ 1,350rpm (X2); 500Nm @ 1,520rpm (X3)

Transmission: Seven-speed automatic (X2); Eight-speed automatic (X3)

Fuel consumption, combined: 5.7L / 100km (X2); 8.3L / 100km (X3)

Ticket prices
  • Golden circle - Dh995
  • Floor Standing - Dh495
  • Lower Bowl Platinum - Dh95
  • Lower Bowl premium - Dh795
  • Lower Bowl Plus - Dh695
  • Lower Bowl Standard- Dh595
  • Upper Bowl Premium - Dh395
  • Upper Bowl standard - Dh295
Dubai World Cup prize money

Group 1 (Purebred Arabian) 2000m Dubai Kahayla Classic - $750,000
Group 2 1,600m(Dirt) Godolphin Mile - $750,000
Group 2 3,200m (Turf) Dubai Gold Cup – $750,000
Group 1 1,200m (Turf) Al Quoz Sprint – $1,000,000
Group 2 1,900m(Dirt) UAE Derby – $750,000
Group 1 1,200m (Dirt) Dubai Golden Shaheen – $1,500,000
Group 1 1,800m (Turf) Dubai Turf –  $4,000,000
Group 1 2,410m (Turf) Dubai Sheema Classic – $5,000,000
Group 1 2,000m (Dirt) Dubai World Cup– $12,000,000

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Match info

Uefa Champions League Group H

Juventus v Valencia, Tuesday, midnight (UAE)