Covers Asian credit markets and tech financing; analyzes SoftBank's funding strategy, retail bond issuance, and portfolio leverage options.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
SoftBank tapping Japanese retail bond market for ¥1T ($6.3B) at lower cost than USD bonds, but still needs ~$20B more after this deal and a $10M margin loan; $14B bridge loan matures March, can leverage ARM stake or sell minority positions like Intel.