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...
Victor Galliano
525 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...
Victor Galliano
640 Views
SoftBank Group (9984 JP): More Downside Risk to the NAV than Upside Potential
SoftBank trades at a 44% discount to the NAV; it has downside risk due to high market valuations of Arm and the unlisted SVF holdings lack...
Victor Galliano
472 Views
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...
Lucror Analytics
429 Views
Softbank (9984 JP): Arm IPO Done, the Hard Part Comes Next
Arm Holdings IPO has boosted the SBG share price, but Arm's high valuation may not be sustainable due to Arm's over-valuation, implying a reversal...
Victor Galliano
459 Views