Softbank (9984 JP): Relying on Arm Strength and JPY Weakness
​SoftBank's reliance on Arm's super-premium valuation, the prospect of JPY appreciation and higher funding costs for SVF2 private entities,...
907 Views
Chinese New Year to Boost Tourism
Technically, the SET Index is expected to move sideways down, with the support at 1,386 points (25-day EMA)/1,379 points and the resistance at...
82 Views
Amer Sports IPO Trading - Downsized and Cornered, Close to Optimistic Fair Value
Amer Sports (AS US) raised around US$1.3bn in its US IPO, after pricing its IPO below its initial range, as per media reports.
803 Views
Amer Sports IPO - Deal Updates and Thoughts on Valuation
Amer Sports (AS US) now aims to raise up to US$1.8bn in its US IPO. Proceeds from the listing will be used to pay down debt to the Anta-led...
815 Views
Softbank (9984 JP): Big Fat NAV Discount, but Headwinds Outweigh Tailwinds Going Forward
​SoftBank group's NAV discount is 50%+, post T-Mobile shares windfall. PayPay IPO may boost SoftBank shares a bit but JPY strength detracts, Arm...
1k Views