Published On: November 2nd, 2026Categories: Trade Ideas
SoftBank’s AI ambitions come with concentrated exposure to Arm and OpenAI, sizeable funding needs and continued volatility. Yet its substantial asset value and access to financing support our cautiously constructive view: current senior bond yields offer attractive compensation for investors able to withstand further turbulence. Our latest investment case explains why we favor senior unsecured debt, particularly the USD 9.25% April 2032 and EUR 8.00% October 2032 notes.
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