The IPO Shot in the Arm for Softbank (9984 JP), but Is It Enough?

359 Views27 Jun 2023 01:47
Masa's AI ambitions need a reality check, yet we see Arm is set to benefit from AI ; we explore Arm IPO valuation scenarios for NAV upside but we only see Softbank upside in a super-premium valuation
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Top Quartile
Victor Galliano
Financials & FinTech research
Galliano’s Financials Research
FinancialsEquity Bottom-UpThematic (Sector/Industry)