bearish

Softbank (9984 JP) - Despite the High NAV Discount, We See Greater Headwinds; Downgrading to Neutral

404 Views30 Sep 2024 21:30
​SoftBank's high NAV discount may seem optically attractive, but headwinds have increased; JPY strength is on the rise and Arm Holdings' premium valuation is a threat, leading us to a neutral stance.
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Victor Galliano
Financials & FinTech research
Galliano’s Financials Research
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