bearish

Softbank (9984 JP): Big Fat NAV Discount, but Headwinds Outweigh Tailwinds Going Forward

737 Views20 Jan 2024 01:24
​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 shares face downside risk, as do private company marks.
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Victor Galliano
Financials & FinTech research
Galliano’s Financials Research
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