bearish

Softbank (9984 JP): Relying on Arm Strength and JPY Weakness

683 Views13 Feb 2024 03:17
​SoftBank's reliance on Arm's super-premium valuation, the prospect of JPY appreciation and higher funding costs for SVF2 private entities, represent downside risks to SoftBank NAV and share price.
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.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
chart-bar
x