Softbank (9984 JP): Adding a Strengthening JPY to the Mix
​SoftBank's valuation has been supported by a weak JPY, but the BoJ's plan to tighten monetary policy -as other central banks' cut rates - may mean...
856 Views
ECM Weekly (12th Nov 2023)-Renesas, Bajaj, Alchip, Hybe, Will, Wuxi, ChaPanda, Chenqi, Cello, Honasa
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
766 Views
Softbank (9984 JP): WeWork Hangover and Other Challenges
​Softbank's exposure to WeWork is well chronicled, but other investments - namely Arm and SVF2's portfolio - pose risks to its asset value and...
905 Views
SoftBank Group (9984 JP): Results Preview, Key Topics
​WeWork bankruptcy looms, SBG's exposure at $1.4bn. Arm Holdings overvalued, providing 30% of group's equity. JPY depreciation boosts SoftBank's...
2.4k Views
Asicland IPO Book Building Results Analysis
Asicland's IPO price has been determined at 25,000 won which is 17% higher than the high end of the IPO price range. Asicland IPO will start...
517 Views