bearish

Softbank (9984 JP) – Focus on the SVFs, Are the Private Companies Appropriately Marked?

421 Views19 Apr 2023 02:48
The NAV could be 10%-15% lower than stated now at the mid-May results release, due to a further squeeze in private company valuations; this would imply c 30% discount to Softbank's NAV rather than 40%
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Victor Galliano
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