•10 Nov 2023 22:11
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...
•04 Nov 2023 07:38
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...
bullish•Softbank Group•21 Sep 2023 12:00
Softbank Group - Tear Sheet - Lucror Analytics
We view Softbank Group (SBG) as "Low Risk" on the LARA scale. This is mainly due to the group's low reported leverage, as measured by LTV. SBG...
•20 Sep 2023 20:23