bearish

Softbank (9984 JP): The Importance of Arm Is More a Curse than a Blessing

502 Views16 Nov 2024 02:23
​SoftBank's reliance on Arm for NAV growth is a significant risk, given Arm's rich valuations, with potential risks from a JPY-USD FX reversal and lack of private company exits impacting Vision Funds.
What is covered in the Full Insight:
  • Introduction
  • SoftBank's Reliance on Arm
  • Impact of JPY-USD Exchange Rate
  • Vision Funds Analysis
  • Conclusion and Risks
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Victor Galliano
Financials & FinTech research
Galliano’s Financials Research
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