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𝛼SKbullish
[Japan Event] Sony Financial Spin-Off Trades Monday - Fina(Ncia)L Thoughts
1.6k Views26 Sep 2025 13:05
SFGI gets listed on Monday. I like it. Higher ROE, Clean adjusted IFRS figs (mostly). High dividend. Growth. Some index selling on Monday, maybe more in the week. I want to buy any dips. 150 OK too.
What is covered in the Full Insight:
- Introduction
- Spinoff Details
- Market Index Treatment
- Financial Analysis
- Concluding Remarks
Boomeranged on Mon, 29 Sep 2025 10:44
SFGI shares trading up vs reference. I had expected it to price in the ¥150-210 range (that range in my first and second piece). I said I was bullish that range over the longer-term. Still am.
N225 deletion today may get done in the market. Fund mgrs may wait for the ToSTNeT-3. That creates optionality (see discussion below the insight) today. Settlement/booking could mean overhang is delayed.
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