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Thinking about getting in. Are you invested? I also find $XVIVO very interesting in this sector, but the valuation is currently somewhat difficult.
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@PikaPika0105 We have the value in the project. That fits well that you write, @Dividendenopi wanted to ask you something about softbank
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@Tenbagger2024 I'm always happy to. $9984 is currently doing great and there's so much great news coming in that you can't keep up.
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@PikaPika0105 Sales are increasing, but of course almost everything depends on the Cerament platform, which is continuously being achieved and is established. Here again with a strong concentration in the USA, but the market penetration is working and the reimbursement acceptance of health insurers is increasing. And if the spin products become established, this is a major lever. With all the risks as always in this sector
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@PikaPika0105 thank you, I don't want to invest directly, but I have been offered a fixed-coupon certificate with a term of 15 months, an interest rate of 14% p.a. and a barrier of 40%. And we know that the higher the interest rate, the higher the risk. A 40% buffer sounds like a lot at first, but with a volatile underlying like Softbank, there can be an unpleasant surprise at the end of the term
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@Dividendenopi yes ok if you don't really want to invest, then I can't help you...
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@PikaPika0105 Well, indirectly you already have that. Since bank stocks are generally difficult to understand in terms of balance sheet figures, I have to concentrate more on the story and try to deduce what the medium-term development is and the risk of a 40% drop in the share price over the next 15 months
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@Dividendenopi SoftBank has absolutely nothing to do with a bank :) -40% is not unlikely after the rally, especially if there are delays with something. In the long term, however, the share is very interesting if you look at all the projects in the semiconductor, robotics, data center and energy sectors.
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@PikaPika0105 thank you, then I would basically have to familiarize myself far more deeply with Softbank than the planned investment is worth to me. You should stay away from things you don't understand, in this case the underlying 😇
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@Dividendenopi wouldn't buy the certificate in any case, nobody needs it anyway. However, there are many things in SoftBank's favor, but they are still volatile.
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@PikaPika0105 Sometimes I'm glad that I'm nobody. I still don't buy the certificate, I prefer to use other underlying assets that I can do something with