저자: 미상 · 외국인
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소프트뱅크 손정의가 투자한 그린실캐피털(Greensill Capital)이 파산보호를 신청해 약 15억 달러(약 98억 위안) 투자가 사실상 물거품이 될 위기지만, 쿠팡 상장과 쉘서치 등 다른 투자 성과로 손정의는 큰 이익을 봤다는 내용의 영상입니다. 그린실캐피털은 공급망 금융 회사로, 2019년 5월 8억 달러, 같은 해 10월 6.55억 달러를 투자했습니다. 코로나19로 자금 조달원인 크레딧스위스 펀드에서 자금이 빠져나가며 현금흐름이 악화됐고, 영국 철강 재벌 산지브 굽타 관련 대출 부실이 결정타가 됐습니다. 쿠팡은 2021년 3월 11일 뉴욕증시에 상장해 시가총액 약 811억 달러를 기록했고, 소프트뱅크 비전펀드가 최대주주입니다. 손정의는 쿠팡 투자로 100억 위안 이상의 이익을 얻었다고 설명합니다. 비전펀드는 2019회계연도 1.87조 엔의 영업손실을 냈지만, 2020회계연도 3분기에는 우버 등 보유 지분 평가이익으로 소프트뱅크 전체 이익의 약 80%를 차지했습니다. 우버 지분은 2021년 1월 약 20억 달러어치 매각됐고, 위워크 공동창업자 아담 뉴먼과는 법적 합의로 분쟁을 마무리했습니다. 쉘서치(Shell Search) 재투자 건은 2020년 11월 13.5억 달러 투자 후 미국 상장으로 주가가 급등했으며, 시가총액이 720억 달러에 달한다고 소개합니다. 비전펀드 1기 투자 지역은 미주 36%, 중국 중심 아시아 46%로 손정의가 중국에 집중 투자했다고 설명합니다. 중국 바이트댄스, 디디, 츄싱, 만방 등 유니콘 상장 기대가 언급되며 2021년 대형 IPO 기대감이 제시됩니다. 결론적으로 그린실 손실은 있지만 쿠팡·우버 등 성과로 손정의의 투자 커리어는 계속된다는 메시지입니다.
다듬은 글
masayoshi's son went bankrupt with another company 10 billion yuan goes down the drain half sea water half flame masayoshi sun will continue to write two different venture life another company in masayoshi sun s investment territory has fallen the investment community has learned that green cell capital a supply chain financial technology company that was backed by softbanks masayoshi sun 1.5 billion united states dollars filed for bankruptcy protection in 2011 green hill capital was founded by former city and morgan stanley financier lex greensill the company's business focuses on supply chain finance in may 2019 under the recommendation of a staff member of the vision fund masayoshi sun discovered the company and subsequently invested two consecutive rounds of 1.5 billion united states dollars today this investment may be in vain however masayoshi sun can always find a way to reverse the decline on march 11 kupang known as the korean version of alibaba was successfully listed on the new york stock exchange its latest market value reached 81.1 billion u.s dollars softbank is the company's largest shareholder earning 100 billion yuan from its previous investment half seawater half flame masayoshi sun will continue to write two different venture life another invested company fell a total of 10 billion was invested in twice green cell capital once placed high hopes by masayoshi sun fell in 2011 the predecessor of green cell capital nord finance bank ag was founded by financial scientist lex greensill and headquartered in the united kingdom then in 2014 green sill capital acquired it this company focuses on the field of supply chain finance and its main business is to allow companies to extend the time it takes to pay bills and reduce the time it takes for suppliers to pay accounts receivable to put it simply it is to provide short-term loans to small and medium-sized enterprises and financial institutions earn interest margins from them the acquaintance between green cell capital and masayoshi sun originated from the introduction of a manager of the vision fund at that time masayoshi sun found that if softbank invested in green cell capital the latter could provide financing channels for the troubled softbank startups as a condition softbank did not have to provide equivalent collateral therefore masayoshi son decided to invest in green cell capital in may 2019 softbank invested 800 million united states dollars in green sill capital in october of the same year it raised another 655 million united states dollars for a total investment of approximately 1.5 billion united states dollars as a company that is extremely valued by masayoshi sun green cell capital and softbank have a tangled cooperative relationship softbank purchases green cell capitals bond like securities and green sill capital is providing financing for the two companies namely fair financial and view in the softbank vision fund portfolio in addition to the main financial backer softbank green sill capitals funds mainly come from two sources one is the credit suisse supply chain fund managed by credit suisse asset management department which attracted investors to inject 10 billion us dollars of funds such as softbank's portfolio company oyo hotels mobile software company fair financial and modular building startup katera etc the second is green cell capital bank but in 2020 the outbreak of the novel coronavirus pneumonia epidemic began to squeeze the supply chain and investors withdrew billions of dollars from credit suisse the largest source of funding for green cell capital green cell capital told masayoshi sun that he may have to withdraw the financing provided to softbank's portfolio company so in december of last year green sill capital confirmed that it had excluded the 435 million financing of construction startup katera to this end the vision fund had to add an additional 200 million dollars to katera it is understood that green sill capital has a wide range of cooperative customers in addition to institutions with high credit scores it also provides financing to lesser known companies that are willing to pay higher interest rates including small startups and companies considered as high-risk borrowers which paved the way for future bankruptcy filings and falling into financial quagmire the most typical is the loan of the british steel tycoon sanjeev gupta a friend of the founder of green sill capital it is understood that many of gupta's family businesses have successively provided green sill capital with a total loan amount of about 5 billion united states dollars a large part of this money is used by gupta to acquire competitors in the same industry and expand investment in fixed assets this money is difficult to repay in the short term and default is inevitable this has a direct impact on green cell capital's cash flow influences at the beginning green sill capital like we work was highly valued by masayoshi sun not only did he tout green sill capital in softbank's activities but he also said that this was exactly the investment goal he was looking forward to with green cell capital's application for bankruptcy protection this may be masayoshi sun's second investment setback since we work there is a risk that the equity held by the vision fund will be completely erased which also means that 1.5 billion united states dollars dollars approximately rmb 9.8 billion invested by masayoshi sun may all be in vain just launched the korean version of alibaba masayoshi sun made a big profit of 100 billion at one fell swoop although he suffered another setback in investment this did not affect masayoshi sun as a big winner of the ipo on march 11 south korean e-commerce giant kupang successfully listed on the new york stock exchange and its share price rose 40 on the first day of listing the current market value has reached 81.1 billion u.s dollars equivalent to 532.3 billion yuan the prospectus shows that softbank is kupang's largest shareholder this means that masayoshi sun has once again taken in an e-commerce giant which is also known as the korean version of alibaba it is understood that kupang's total financing scale is 4.6 billion united states dollars which is the largest ipo of foreign companies on the new york stock exchange after alibaba raised 25 billion united states dollars in 2014 and the largest non-us company ipo in u.s stocks in 2021.
before going public kupang's ipo financing reached 3 billion u.s dollars and the market was valued at 49 billion u.s dollars it was simply a super unicorn hupang successfully held hands with the capital market which is a great comfort to masayoshi's son who is in the trough in 2010 kupang was founded by kim bom-suk the son of the general manager of hyundai group one of the large korean consortiums kupang's development model is similar to jd.com it has been building an independent logistics center and delivery system in south korea as early as 2014 kupang launched a next day delivery service up to now more than 100 full coverage outlets and logistics centers have been built in more than 30 cities in south korea in addition it has 14 million users in south korea accounting for about one-third of south korea's population you know the total population of south korea is only more than 50 million the fate of kupang and masayoshi sun began in 2015.
softbank invested 1 billion united states dollars in kupang and again invested 2 billion united states dollars in 2018 with a post-investment valuation of 9 billion united states dollars the total investment of the two times as 3 billion u.s dollars which is equivalent to about 20 billion rmb before coupang went public softbank group's vision fund held 38 of kupang's shares and was the largest shareholder in just six years the original 20 billion yuan has now increased in value by more than 120 billion yuan in this way masayoshi sun has earned more than 100 billion yuan from the korean version of alibaba it seems that masayoshi sun s judgment on e-commerce companies is very accurate kupang did not disappoint masayoshi sun relevant data shows that in 2018 its sales exceeded 4 trillion won an increase of more than 10 times in four years it is worth noting that in 2020 despite the impact of the epidemic kupang's sales reached 13 trillion won compared with 2019 it achieved a growth of up to 90 prior to this although we work caused a huge financial loophole for softbank and made masayoshi sun very passive its pace of gaining an ipo has never stopped in the summer of 2020 relay therapeutics a tumor drug company invested by softbank went public with a market value of 1.4 billion united states dollars with an initial investment of 300 million united states dollars immediately after the listing of the food delivery company doordash in december of the same year softbank's 680 million united states dollars investment became 11 billion united states dollars at the same time open door an online real estate startup that the vision fund had invested 450 million united states dollars in successfully went public through a backdoor approach and recently the german car dealership website auto one was also successfully listed which corresponds to the 460 million euros invested by softbank in 2018.
the stock market value has tripled after listing masayoshi sun is still the masayoshi sun although in the past two years masayoshi sun and the softbank vision fund have been questioned he has always been able to turn the dangers into a breeze and stage a drama of returning full of blood a year ago the huge losses of the softbank vision fund caused masayoshi sun to encounter a dark moment according to softbank's 2019 financial report the softbank vision fund recorded an operating loss of 1.87 trillion yen approximately rmv 115.7 billion in 2019.
the main reason for the loss was that the fair value of the investment in uber we work and its three associates was substantial decline just nine months later the softbank vision fund has become the biggest contributor to softbank's performance in february of this year the softbank group released its financial report for the third fiscal quarter of fiscal 2020.
as of december 31 last year softbank's net profit attributable to shareholders of softbank's parent company for the quarter was 1.172 trillion yen compared with 550.35 in the same period last year 100 million yen soared by 2029 at the same time in the first three fiscal quarters of fiscal 2020 softbank's net profit reached 3.055 trillion yen an increase of 6.4 times over the same period of the previous year among them the softbank vision fund's profit in the third fiscal quarter of fiscal 2020 was 844 billion yen a 22-fold increase from the same period last year accounting for nearly 80 of softbank's total profit as of the end of the third fiscal quarter the vision fund held 82 investments with an investment cost of 76.3 billion united states dollars and a fair value of 90 billion united states dollars the vision fund held 26 investments with an investment cost of 4.3 billion united states dollars and a fair value for 9.3 billion u.s dollars as for the two messes of uber and we work masayoshi son still couldn't hold back his hands according to foreign media reports on january 12 this year the softbank vision fund transferred 17 of its uber shares at a price of approximately 2 billion united states dollars and the remaining stock market value was 10.5 billion united states dollars at present the softbank vision fund has achieved a book profit of 5 billion united states dollars in uber investment as for wework which gave masayoshi sun the most headache he finally had an explanation at the end of february this year softbank and we work co-founder and then ceo adam newman reached a legal settlement agreement it is reported that newman will give up his one-year we work directorship and cash out approximately 480 million united states dollars by selling we work shares to softbank and softbank will pay newman 50 million united states dollars to cover legal costs this means that softbank will fully control we work and the two parties will also end the previous legal conflict at the same time masayoshi sun is also stepping up his search for china's next alibaba in november 2019 softbank made a reinvestment of 1.35 billion united states dollars in shell search in august last year shell search successfully went to the u.s for an ipo and its stock price has soared as of the end of september last year the value of softbank's holdings in shell search has reached approximately 6.4 billion united states dollars which means that masayoshi sun's investment return at that time alone reached 375 percent but this is far from over the market value of shell house search is still soaring and its latest market value has reached 72 billion us dollars from the perspective of the regional distribution of the investment targets of the vision fund phase one the americas accounted for 36 and china centered asia accounted for as much as 46 becoming the region where masayoshi sun heavily invested in among the chinese unicorn companies invested by softbank there have been rumors about ipos of many star companies including bite dance didi chushing manbang group and jabang it is foreseeable that softbank is expected to usher in a super unicorn ipo feast in 2021.
perhaps the myth of masayoshi sun s investment in alibaba's trillion market value in 10 minutes will not be staged again but his legendary experience in the history of venture capital will continue to be written you
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