SoftBank Group (9984 JP): More Downside Risk to the NAV than Upside Potential

601 Views19 Oct 2023 00:59
​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 transparency, which make up 70% of the group's equity value.
(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, 4-minute read)
(Paid Plans Only)
Top Quartile
Victor Galliano
Financials & FinTech research
Galliano’s Financials Research
FinancialsEquity Bottom-UpThematic (Sector/Industry)