bearish

Softbank (9984 JP): Has Group NAV Peaked?

460 Views14 May 2024 05:42
​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
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