Softbank Group - Event Flash - Tender Offer And Consent Solicitation - Lucror Analytics
Softbank Group's (SBG) tender offer and consent solicitation are a surprise move. In our view, it is not a prudent use of capital to buy back...
218 Views
Softbank – Looking at the NAV Components - ARM
With Softbank’s holdco discount shrinking to historically low levels, we examine each of the components of its NAV starting with Arm
318 Views
Softbank Group: Jitters in a Frothy Market
Tech jitters hit Softbank shares which dropped 5% v -1% for NASDAQ. We think the gap is partially explained by the Coupang IPO and low visibility...
234 Views
Global Fund Positioning in Japan: Underweight and Underowned
With the Nikkei 225 index breaking 30k this month, Global managers remain under-invested and underweight Japan versus the benchmark MSCI All...
296 Views
European High Yield Outlook 2021 & Trade Book For February - Lucror Analytics
The COVID-19 crisis was the dominant issue in 2020, with certain industries (e.g. travel & leisure, gaming and selected retail players)...
201 Views