Asia HY Trade Book - February 2021 - Lucror Analytics
The Asia HY Trade Book for the month of February includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
77 Views
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
322 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...
237 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...
302 Views