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%
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
(Paid Plans Only)
Top Quartile
Victor Galliano
Financials & FinTech research
Galliano’s Financials Research
FinancialsEquity Bottom-UpThematic (Sector/Industry)