Softbank's NAV has risen to a new peak driven by Arm's market valuation and helped by JPY weakness; yet Arm's super premium valuation poses downside risk to NAV, despite its big discount to the NAV.
What is covered in the Full Insight:
Softbank Group Portfolio overview
4QFY23 Performance
Future Risks
Investment Thesis
Potential outlook and Risks
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.