Aequitas 2024 Asia IPO Pipeline - Japan & Korea
In this note, we will look at the Asia Pacific IPO pipeline for 2024, following up with Japan & Korea, after having looked at Hong Kong and India...
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Softbank (9984 JP): Adding a Strengthening JPY to the Mix
SoftBank's valuation has been supported by a weak JPY, but the BoJ's plan to tighten monetary policy -as other central banks' cut rates - may mean...
551 Views
Softbank (9984 JP): WeWork Hangover and Other Challenges
Softbank's exposure to WeWork is well chronicled, but other investments - namely Arm and SVF2's portfolio - pose risks to its asset value and...
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SoftBank Group (9984 JP): Results Preview, Key Topics
WeWork bankruptcy looms, SBG's exposure at $1.4bn. Arm Holdings overvalued, providing 30% of group's equity. JPY depreciation boosts SoftBank's...
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Softbank Group - Tear Sheet - Lucror Analytics
We view Softbank Group (SBG) as "Low Risk" on the LARA scale. This is mainly due to the group's low reported leverage, as measured by LTV. SBG...
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